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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 %
LWA
1876
Lenox Wealth Advisors
New York
$165K +$918 +5 +0.6%
CAM
1877
Close Asset Management
United Kingdom
$164K – – –
LB
1878
Legacy Bridge
Iowa
$162K -$25.3K -135 -14%
PWMG
1879
Prestige Wealth Management Group
New Jersey
$162K +$1.12K +6 +0.7%
BA
1880
Bellwether Advisors
Nebraska
$161K – – –
FFA
1881
Freedman Financial Associates
Massachusetts
$159K – – –
SAM
1882
Sycomore Asset Management
France
$156K +$46.8K +245 +43%
KFS
1883
Kelly Financial Services
Massachusetts
$152K +$12.2K +65 +9%
AA
1884
Ancora Advisors
Ohio
$152K – – –
ODG
1885
O'Dell Group
Ohio
$152K +$374 +2 +0.2%
MWM
1886
Mascoma Wealth Management
New Hampshire
$151K +$4.48K +24 +3%
FFC
1887
First Financial Corp
Indiana
$149K – – –
CAM
1888
CenterStar Asset Management
Illinois
$146K -$708K – –
EWM
1889
Endurance Wealth Management
Rhode Island
$143K +$7.12K +38 +5%
T
1890
TCWP
Ohio
$143K +$143K +765 New
FCT
1891
First Community Trust
Iowa
$140K – – –
VCM
1892
Versant Capital Management
Arizona
$135K -$2.99K -16 -2%
BWM
1893
BerganKDV Wealth Management
Minnesota
$135K – – –
BFG
1894
Baron Financial Group
New Jersey
$135K – – –
AIC
1895
Archer Investment Corporation
Indiana
$133K – – –
GAM
1896
Gemmer Asset Management
California
$133K – – –
CJL
1897
Cyrus J. Lawrence
New York
$133K +$133K +711 New
BG
1898
Bollard Group
Massachusetts
$132K +$188 +1 +0.1%
TCM
1899
Tradewinds Capital Management
Washington
$132K +$14K +75 +12%
FMTCOCP
1900
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$129K – – –
74 75
76
77 78