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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 %
PPWM
1876
PFG Private Wealth Management
Florida
$7K – – –
ACM
1877
Antonetti Capital Management
Florida
$7K – – –
PI
1878
PFS Investments
Georgia
$6.43K +$201 +1,490 +3%
DBG
1879
De Burlo Group
Massachusetts
$6.07K +$6.07K +45 New
HCM
1880
Horrell Capital Management
Arkansas
$6K – – –
TFGT
1881
TS Financial Group (TSFG)
Illinois
$6K – – –
OLVIG
1882
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$4.67K +35 +350%
AWM
1883
Abound Wealth Management
Tennessee
$5.14K +$5.14K +38 New
CWC
1884
Carolinas Wealth Consulting
North Carolina
$5K – – –
MS
1885
Mizuho Securities
Japan
$5K +$125 +1 +3%
HF
1886
Halpern Financial
Virginia
$4.45K -$405 -3 -8%
MOS
1887
MGO One Seven
Ohio
$4.26K +$48 +78 +1%
DI
1888
Disciplined Investments
Oklahoma
$4K -$3.59K -26 -47%
GCM
1889
Gables Capital Management
Florida
$4K – – –
IWP
1890
IAG Wealth Partners
Wisconsin
$4K – – –
Cetera Investment Advisers
1891
Cetera Investment Advisers
Illinois
$4K +$1.34K +9,506 +50%
CA
1892
Cetera Advisors
Colorado
$4K +$2.16K +14,574 +117%
LWA
1893
Lowe Wealth Advisors
Maryland
$3K – – –
DWP
1894
Destiny Wealth Partners
Florida
$3K – – –
JIR
1895
James Investment Research
Ohio
$3K – – –
SIC
1896
SJS Investment Consulting
Ohio
$3K +$3K +23 New
FSWA
1897
Financial Synergies Wealth Advisors
Texas
$2.63K +$2.63K +20 New
UCB
1898
United Community Bank
South Carolina
$2.16K +$2.16K +16 New
FWM
1899
Focused Wealth Management
New York
$2K – – –
CWA
1900
Carolina Wealth Advisors
South Carolina
$2K – – –
74 75
76
77 78