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American Express
AXP

Overview Fund Activity

1,908 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 742 increasing their positions, 709 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
-52
Holders Change %
-2.65%
% of All Funds
32.99%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
742
Reduced
709
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$62.5M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$1.08B
2
Bank of America
2
Bank of America
North Carolina
$1.61B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$289M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$366M
5
Deutsche Bank
5
Deutsche Bank
Germany
$419M

Top Sellers

1
DZ Bank
1
DZ Bank
Germany
$101M
2
American Century Companies
2
American Century Companies
Missouri
$203M
3
CWP
3
Capital Wealth Planning
Florida
$1.18M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$200M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
1826
Institutional & Family Asset Management
Colorado
$34K – – –
BIA
1827
Bell Investment Advisors
California
$33K +$4.7K +35 +17%
BAM
1828
Baldrige Asset Management
Pennsylvania
$32K -$536 -4 -2%
ACA
1829
Atlas Capital Advisors
Wyoming
$31.6K – – –
HWMA
1830
Heritage Wealth Management (Arizona)
Arizona
$31K +$1.06K +8 +4%
FP
1831
Financial Perspectives
Minnesota
$30.8K – – –
SIS
1832
Sound Income Strategies
Florida
$30K -$804 -6 -3%
CWA
1833
Clearview Wealth Advisors
Oregon
$30K +$133 +1 +0.4%
GA
1834
GoalVest Advisory
New York
$29K -$553K -4,063 -95%
JFGIW
1835
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K -$36.2K -261 -56%
CCA
1836
Column Capital Advisors
Indiana
$29K – – –
SCA
1837
Stuart Chaussee & Associates
California
$28K – – –
TCWA
1838
Ten Capital Wealth Advisors
Washington
$28K +$2K +15 +8%
GCGDR
1839
Geo Capital Gestora de Recursos
Brazil
$28K +$2.99K +22 +12%
SA
1840
SRH Advisors
Kansas
$27K -$40.5K -300 -60%
CMA
1841
Cedar Mountain Advisors
Oregon
$27K – – –
HI
1842
Hoey Investments
Pennsylvania
$27K – – –
CPA
1843
Cowen Prime Advisors
New York
$27K – – –
AA
1844
Addison Advisors
Vermont
$27K +$19K +141 +239%
GEA
1845
Glen Eagle Advisors
New Jersey
$27K +$1.75K +13 +7%
TCCM
1846
Timber Creek Capital Management
Massachusetts
$26K – – –
JGIA
1847
Jackson Grant Investment Advisers
Connecticut
$26K – – –
GM
1848
GeoWealth Management
Illinois
$25K +$3.53K +26 +16%
FPB
1849
First PREMIER Bank
South Dakota
$24K – – –
CQS
1850
Credential Qtrade Securities
$23.2K +$3.91K +29 +20%
72 73
74
75 76