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

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$618M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.22B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$213M
4
Dodge & Cox
Dodge & Cox
California
$631M
5
Renaissance Technologies
Renaissance Technologies
New York
$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1951
Steward Financial Group
Texas
$15K +$15K +103 New
FGAM
1952
Financial Gravity Asset Management
Texas
$14.8K -$269K -2,687 -95%
OLVIG
1953
Oliver Lagore Vanvalin Investment Group
Michigan
$13.7K +$7.09K +48 +107%
CAS
1954
Coppell Advisory Solutions
Texas
$13.3K +$13.3K +90 New
CASC
1955
Coppell Advisory Solutions Corp
Texas
$13.3K +$13.3K +90 New
FWA
1956
Freedom Wealth Alliance
Wisconsin
$12.9K +$12.9K +87 New
BCMLT
1957
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.8K -$29.1K -196 -70%
CCM
1958
Cribstone Capital Management
Maine
$12.7K +$12.7K +86 New
DWMG
1959
DB Wealth Management Group
California
$11.5K – – –
AWM
1960
Abound Wealth Management
Tennessee
$9.47K +$3.85K +26 +68%
HNWAG
1961
High Net Worth Advisory Group
Florida
$8.87K – – –
JWM
1962
Janiczek Wealth Management
Colorado
$8.55K – – –
SIC
1963
SJS Investment Consulting
Ohio
$8.27K +$4.88K +33 +143%
PPC
1964
Park Place Capital
Alabama
$8K +$8K +56 New
ACM
1965
Antonetti Capital Management
Florida
$7.39K – – –
DI
1966
Disciplined Investments
Oklahoma
$7.39K +$3.1K +21 +72%
HWM
1967
HighMark Wealth Management
Minnesota
$7.33K +$4.98K +34 +213%
HCM
1968
Horrell Capital Management
Arkansas
$7K – – –
RG
1969
Retirement Group
California
$7K +$7K +50 New
MYAM
1970
Meiji Yasuda Asset Management
Japan
$6.64K +$88 +595 +1%
TFGT
1971
TS Financial Group (TSFG)
Illinois
$6K +$143 +1 +2%
MFG
1972
Mendota Financial Group
Wisconsin
$5.91K +$5.91K +40 New
PS
1973
PayPay Securities
Japan
$5.76K +$5.76K +39 New
CWC
1974
Carolinas Wealth Consulting
North Carolina
$5.32K – – –
FSWA
1975
Financial Synergies Wealth Advisors
Texas
$4.8K +$1.89K +13 +65%
77 78
79
80 81