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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 %
EC
1926
Elequin Capital
New York
$24.8K +$24.8K +168 New
TFP
1927
Tilia Fiduciary Partners
North Carolina
$24.5K – – –
AA
1928
Addison Advisors
Vermont
$24.4K -$5.17K -35 -18%
RA
1929
Rise Advisors
New York
$23.4K +$147 +1 +0.6%
TSWM
1930
Tyler-Stone Wealth Management
Ohio
$23K – – –
JFGIW
1931
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.8K -$8.13K -55 -26%
IFA
1932
Interactive Financial Advisors
Illinois
$22.2K – – –
TCM
1933
Tradewinds Capital Management
Washington
$22.2K – – –
PCTC
1934
Perkins Coie Trust Company
Washington
$22.2K – – –
CQS
1935
Credential Qtrade Securities
$21.1K -$4.29K -29 -17%
SWM
1936
Sugarloaf Wealth Management
Georgia
$20.3K -$148 -1 -0.7%
OWA
1937
One Wealth Advisors
California
$19.9K +$19.9K +135 New
BBPWM
1938
Blue Bell Private Wealth Management
Pennsylvania
$19.4K – – –
MUMSS
1939
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K -$19K -130 -50%
GFL
1940
Granite FO LLC
New Hampshire
$18K +$18K +114 New
AF
1941
Affiance Financial
Minnesota
$17.7K +$17.7K +120 New
FCA
1942
Fortis Capital Advisors
Kansas
$17.7K +$17.7K +120 New
LFA
1943
Level Financial Advisors
New York
$16K – – –
BCA
1944
Bray Capital Advisors
Florida
$16K – – –
FA
1945
Fiduciary Alliance
South Carolina
$15.7K +$15.7K +106 New
CWM
1946
Cranbrook Wealth Management
Michigan
$15.5K -$3.69K -25 -19%
VWM
1947
Valley Wealth Managers
New Jersey
$15.5K – – –
WAS
1948
Winch Advisory Services
Wisconsin
$15K – – –
IHWM
1949
Iron Horse Wealth Management
Iowa
$15K – – –
HB
1950
Horizon Bancorp
Indiana
$15K +$15K +100 New
76 77
78
79 80