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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 %
MSU
1951
Mizuho Securities USA
New York
– -$497K -3,584 Closed
DS
1952
DRW Securities
Illinois
– -$453K -3,269 Closed
SC
1953
Shay Capital
New York
– -$416K -3,000 Closed
FA
1954
Fiducient Advisors
Illinois
– -$400K -2,886 Closed
B
1955
Barings
North Carolina
– -$391K -2,818 Closed
NWA
1956
Navis Wealth Advisors
New York
– -$372K -2,684 Closed
EP
1957
Edgestream Partners
New Jersey
– -$364K -2,625 Closed
QIM
1958
Quantitative Investment Management
Virginia
– -$320K -2,309 Closed
OTL
1959
Oak Thistle LLC
New York
– -$319K -2,304 Closed
MW
1960
MBL Wealth
North Carolina
– -$318K -2,293 Closed
MFS
1961
Mirabella Financial Services
United Kingdom
– -$310K -2,234 Closed
AWM
1962
Aprio Wealth Management
Georgia
– -$299K -2,157 Closed
HC
1963
Hamilton Capital
Ohio
– -$295K -2,129 Closed
DTC
1964
Davidson Trust Company
Washington
– -$270K -1,948 Closed
DA
1965
DSC Advisors
Illinois
– -$251K -1,812 Closed
JDR
1966
Jay D. Rosenbaum
– -$250K -1,804 Closed
WAOTB
1967
Wealth Advisors of Tampa Bay
Florida
– -$250K -1,800 Closed
FBT
1968
First Bankers Trust
Kentucky
– -$250K -1,800 Closed
WFI
1969
West Family Investments
California
– -$245K -1,765 Closed
LNWTC
1970
Laird Norton Wetherby Trust Company
Washington
– -$242K -1,743 Closed
DBIA
1971
Dumont & Blake Investment Advisors
New Jersey
– -$241K -1,735 Closed
SFFS
1972
Stonehage Fleming Financial Services
Jersey
– -$239K -1,727 Closed
KFA
1973
Krane Funds Advisors
New York
– -$238K -1,719 Closed
1IA
1974
1834 Investment Advisors
Wisconsin
– -$236K -1,702 Closed
RRA
1975
Round Rock Advisors
Connecticut
– -$236K -1,701 Closed
77 78
79
80 81