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American Express
AXP

Overview Fund Activity

1,997 hedge funds and large institutions have $93.1B invested in American Express in 2022 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 687 increasing their positions, 733 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+89
Holders Change %
+4.66%
% of All Funds
32.22%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.68%
New
220
Increased
687
Reduced
733
Closed
96
Calls
$1.46B
Puts
$1.62B
Net Calls
-$160M
Net Calls Change
-$143M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$290M
2
BlackRock
BlackRock
New York
$6.72B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$401M
4
Harris Associates
Harris Associates
Illinois
$244M
5
Holocene Advisors
Holocene Advisors
New York
$133M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$618M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.22B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$213M
4
Dodge & Cox
Dodge & Cox
California
$631M
5
Renaissance Technologies
Renaissance Technologies
New York
$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1801
Accurate Wealth Management
Florida
$131K +$131K +865 New
HIIFS
1802
Harel Insurance Investments & Financial Services
Israel
$130K -$22.3K -151 -15%
FCG
1803
Financial Connections Group
California
$128K +$78.9K +536 +160%
LB
1804
Legacy Bridge
Iowa
$128K – – –
LS
1805
Livforsakringsbolaget Skandia
Sweden
$124K – – –
KFS
1806
Kelly Financial Services
Massachusetts
$121K +$738 +5 +0.6%
AA
1807
Ancora Advisors
Ohio
$121K -$295 -2 -0.2%
BA
1808
Bellwether Advisors
Nebraska
$120K -$392K -2,651 -77%
SAM
1809
Sycomore Asset Management
France
$120K – – –
RBC
1810
Romano Brothers & Co
Illinois
$120K +$120K +812 New
IGWM
1811
ICA Group Wealth Management
Colorado
$120K +$120K +811 New
AWM
1812
Accel Wealth Management
Iowa
$120K -$104K -705 -47%
MWM
1813
Mascoma Wealth Management
New Hampshire
$120K – – –
CLOS
1814
Compagnie Lombard Odier SCmA
Switzerland
$119K -$662K -4,475 -85%
1832 Asset Management
1815
1832 Asset Management
Ontario, Canada
$119K – – –
MCI
1816
MRP Capital Investments
Georgia
$118K +$118K +800 New
GMA
1817
Glassy Mountain Advisors
Maryland
$117K +$117K +792 New
RFA
1818
Resurgent Financial Advisors
Georgia
$115K +$115K +778 New
HIM
1819
Hillsdale Investment Management
Ontario, Canada
$113K -$504K -3,410 -82%
AIC
1820
Archer Investment Corporation
Indiana
$111K – – –
FCT
1821
First Community Trust
Iowa
$110K – – –
BWM
1822
BerganKDV Wealth Management
Minnesota
$106K -$739 -5 -0.7%
PWMG
1823
Prestige Wealth Management Group
New Jersey
$106K +$6.8K +46 +7%
PFA
1824
Pathway Financial Advisers
Indiana
$106K +$106K +715 New
CJL
1825
Cyrus J. Lawrence
New York
$105K +$105K +711 New
71 72
73
74 75