AXP icon

American Express
AXP

Overview Fund Activity

1,960 hedge funds and large institutions have $87.7B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 702 increasing their positions, 763 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,960
Holders Change
-95
Holders Change %
-4.62%
% of All Funds
33.14%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
116
Increased
702
Reduced
763
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$79M
Net Calls Change
+$1.16B

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$373M
2
Bank of America
Bank of America
North Carolina
$1.43B
3
Morgan Stanley
Morgan Stanley
New York
$1.76B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$230M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$246M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.31B
2
State Street
State Street
Massachusetts
$4.41B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$963M
4
Dodge & Cox
Dodge & Cox
California
$904M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
1951
Focused Wealth Management
New York
$2K – – –
BC
1952
Burleson & Co
California
$1K – – –
OLVIG
1953
Oliver Lagore Vanvalin Investment Group
Michigan
$1K – – –
CWA
1954
Core Wealth Advisors
Florida
$1K – – –
HS
1955
Horan Securities
United States
$1K +$250 +1 +33%
TWP
1956
TFO Wealth Partners
Ohio
$1K +$1K +8 New
BIM
1957
Baldwin Investment Management
Pennsylvania
$555 +$3 +21 +0.5%
BRWM
1958
B. Riley Wealth Management
Tennessee
$550 +$73 +529 +15%
HT
1959
HighTower Trust
Texas
$375 +$214 +5,964 +133%
IAIM
1960
International Assets Investment Management
Florida
$371 -$119 -855 -24%
IFO
1961
Independent Family Office
New York
$268 – – –
AIM
1962
Artemis Investment Management
United Kingdom
– -$74.7M -400,612 Closed
IR
1963
IAT Reinsurance
New York
– -$65.2M -348,500 Closed
SC
1964
Samlyn Capital
New York
– -$62.7M -335,073 Closed
1SP
1965
140 Summer Partners
New York
– -$60M -320,700 Closed
MNG
1966
Manning & Napier Group
New York
– -$27.7M -148,027 Closed
LIP
1967
Liontrust Investment Partners
United Kingdom
– -$26.9M -144,000 Closed
GC
1968
Gillson Capital
Illinois
– -$23.4M -125,175 Closed
MSL
1969
Mackay Shields LLC
New York
– -$16.5M -88,476 Closed
BC
1970
Brookfield Corp
Ontario, Canada
– -$15.3M -81,732 Closed
CA
1971
Claar Advisors
New York
– -$8.95M -47,850 Closed
WCA
1972
Waratah Capital Advisors
Ontario, Canada
– -$8.02M -42,863 Closed
WAS
1973
WESPAC Advisors SoCal
California
– -$7.84M -41,945 Closed
AC
1974
AMS Capital
Brazil
– -$7.32M -39,156 Closed
Marshall Wace
1975
Marshall Wace
United Kingdom
– -$7.17M -38,322 Closed
77 78
79
80 81