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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$675M
2
Bank of America
Bank of America
North Carolina
+$574M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$320M
4
Alkeon Capital Management
Alkeon Capital Management
New York
+$283M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$226M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$352M
2
Deutsche Bank
Deutsche Bank
Germany
-$335M
3
American Century Companies
American Century Companies
Missouri
-$274M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$272M
5
BlackRock
BlackRock
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
NQWM
1826
Northwest Quadrant Wealth Management
Oregon
$215K +$215K +1,147 New
VCM
1827
Vivaldi Capital Management
Illinois
$214K +$12.8K +81 +6%
MWAM
1828
Manhattan West Asset Management
California
$214K +$214K +1,143 New
CPA
1829
Capital Planning Advisors
California
$213K +$213K +1,142 New
EWA
1830
Exencial Wealth Advisors
Oklahoma
$212K +$212K +1,132 New
ACP
1831
Aveo Capital Partners
Colorado
$212K +$212K +1,136 New
AIM
1832
Axiom Investment Management
New York
$211K -$814K -4,359 -79%
CL
1833
COWA LLC
Oklahoma
$211K +$211K +1,129 New
ACA
1834
Affinity Capital Advisors
California
$211K +$211K +1,131 New
DFA
1835
Delta Financial Advisors
Louisiana
$210K +$210K +1,121 New
WWM
1836
Wagner Wealth Management
South Carolina
$209K +$56.7K +303 +37%
TC
1837
Truvestments Capital
Florida
$207K +$9.54K +51 +5%
CCM
1838
Chickasaw Capital Management
Tennessee
$207K +$207K +1,105 New
SSG
1839
Summit Securities Group
New York
$206K -$581K -3,100 -74%
VI
1840
Versor Investments
New York
$206K -$93.6K -500 -31%
FC
1841
Forte Capital
New York
$206K – – –
NFG
1842
Nations Financial Group
Iowa
$206K +$206K +1,098 New
CFIA
1843
Cantor Fitzgerald Investment Advisors
New York
$206K +$206K +1,100 New
ACA
1844
Ackerman Capital Advisors
Texas
$206K +$206K +1,101 New
NFG
1845
Nadler Financial Group
Illinois
$206K +$206K +1,102 New
CIAS
1846
Capital Investment Advisory Services
North Carolina
$206K +$206K +1,103 New
SOW
1847
State of Wyoming
Wyoming
$205K -$12.1K -65 -6%
KCM
1848
Karp Capital Management
California
$205K +$205K +1,097 New
MWM
1849
Merriman Wealth Management
Washington
$204K -$74.9K -400 -27%
CCM
1850
Crew Capital Management
Ohio
$204K +$204K +1,090 New
72 73
74
75 76