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American Express
AXP

Overview Fund Activity

1,997 hedge funds and large institutions have $93.1B invested in American Express in 2022 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 687 increasing their positions, 733 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,997
Holders Change
+89
Holders Change %
+4.66%
% of All Funds
32.22%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.68%
New
220
Increased
687
Reduced
733
Closed
96
Calls
$1.46B
Puts
$1.62B
Net Calls
-$160M
Net Calls Change
-$143M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$290M
2
BlackRock
2
BlackRock
New York
$6.72B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$401M
4
Harris Associates
4
Harris Associates
Illinois
$244M
5
Holocene Advisors
5
Holocene Advisors
New York
$133M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$618M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.22B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$213M
4
Dodge & Cox
4
Dodge & Cox
California
$631M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
1901
Lakewood Asset Management
Illinois
$37K +$37K +249 New
BAM
1902
Baldrige Asset Management
Pennsylvania
$35K – – –
ACA
1903
Atlas Capital Advisors
Wyoming
$34.6K – – –
FP
1904
Financial Perspectives
Minnesota
$33.7K – – –
CWA
1905
Clearview Wealth Advisors
Oregon
$33.5K – – –
CHA
1906
Carmichael Hill & Associates
Maryland
$32.8K -$45.8K -310 -58%
GEA
1907
Glen Eagle Advisors
New Jersey
$32.7K +$3.1K +21 +11%
CCA
1908
Column Capital Advisors
Indiana
$32.1K – – –
GA
1909
GoalVest Advisory
New York
$31.5K – – –
PPWM
1910
PFG Private Wealth Management
Florida
$31K +$23K +156 +289%
SCA
1911
Stuart Chaussee & Associates
California
$30.7K – – –
CPA
1912
Cowen Prime Advisors
New York
$30K – – –
SA
1913
SRH Advisors
Kansas
$30K – – –
TAIM
1914
TD Ameritrade Investment Management
Nebraska
$30K +$30K +203 New
MPCL
1915
My Personal CFO LLC
Washington
$29.7K +$29.7K +201 New
TCCM
1916
Timber Creek Capital Management
Massachusetts
$29.6K – – –
HI
1917
Hoey Investments
Pennsylvania
$29.6K – – –
CCC
1918
Chelsea Counsel Company
California
$29.6K +$29.6K +200 New
CMA
1919
Cedar Mountain Advisors
Oregon
$29.4K – – –
JGIA
1920
Jackson Grant Investment Advisers
Connecticut
$28.1K – – –
FPB
1921
First PREMIER Bank
South Dakota
$27K – – –
WHG
1922
Westwood Holdings Group
Texas
$26K +$26K +175 New
AFS
1923
Annapolis Financial Services
Maryland
$25.1K – – –
GM
1924
GeoWealth Management
Illinois
$25K -$2.88K -19 -10%
MIM
1925
Macroview Investment Management
Maryland
$24.8K +$24.8K +168 New
75 76
77
78 79