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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 %
CWA
1901
Carolina Wealth Advisors
South Carolina
$2K – – –
HWM
1902
HighMark Wealth Management
Minnesota
$2K +$125 +1 +7%
HS
1903
Horan Securities
United States
$1K – – –
BC
1904
Burleson & Co
California
$1K – – –
SAM
1905
Strategic Asset Management
Minnesota
$1K – – –
PWP
1906
Principle Wealth Partners
Connecticut
$888 +$82 +590 +10%
BIM
1907
Baldwin Investment Management
Pennsylvania
$542 +$3 +19 +0.5%
Twin Tree Management
1908
Twin Tree Management
Texas
– -$37.8M -272,507 Closed
MCM
1909
Marsico Capital Management
Colorado
– -$22.3M -160,524 Closed
BCM
1910
Bluefin Capital Management
New York
– -$16.7M -120,000 Closed
SCM
1911
Sandler Capital Management
New York
– -$12.8M -92,232 Closed
CM
1912
Crestline Management
Texas
– -$6.38M -46,000 Closed
ACL
1913
Azora Capital LP
Florida
– -$6.23M -44,950 Closed
Alyeska Investment Group
1914
Alyeska Investment Group
Illinois
– -$5.96M -43,000 Closed
NIMI
1915
Natixis Investment Managers International
France
– -$4.23M -30,500 Closed
BA
1916
Bridgewater Associates
Connecticut
– -$4.07M -29,368 Closed
EFI
1917
EHP Funds Inc
Canada
– -$2.94M -21,200 Closed
PRS
1918
Pinkerton Retirement Specialists
Idaho
– -$2.74M -19,773 Closed
GTCM
1919
Gyon Technologies Capital Management
New Jersey
– -$2.65M -19,140 Closed
IC
1920
Inscription Capital
Texas
– -$2.61M -18,796 Closed
IMC Chicago
1921
IMC Chicago
Illinois
– -$2.29M -16,533 Closed
CFGS
1922
Concourse Financial Group Securities
Alabama
– -$2.29M -16,472 Closed
BFA
1923
Brendel Financial Advisors
New Hampshire
– -$2.08M -15,034 Closed
FMI
1924
F/M Investments
District of Columbia
– -$2.17M -13,111 Closed
KIA
1925
KCM Investment Advisors
California
– -$1.75M -12,609 Closed
75 76
77
78 79