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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.87B
2
Bank of America
2
Bank of America
North Carolina
$1.5B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.74B
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$283M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$485M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125M
2
Deutsche Bank
2
Deutsche Bank
Germany
$427M
3
American Century Companies
3
American Century Companies
Missouri
$582M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
BlackRock
5
BlackRock
New York
$8.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
1976
Cedar Mountain Advisors
Oregon
$42K -$2.22K -12 -5%
CWA
1977
Clearview Wealth Advisors
Oregon
$42K – – –
NWM
1978
Nauset Wealth Management
Connecticut
$42K +$42K +225 New
RIM
1979
Rockbridge Investment Management
New York
$41.6K – – –
CCA
1980
Column Capital Advisors
Indiana
$41K -$2.65K -14 -6%
AIP
1981
Ahrens Investment Partners
Louisiana
$41K +$37.8K +200 +1,176%
GM
1982
GeoWealth Management
Illinois
$40K +$3.79K +20 +10%
TCCM
1983
Timber Creek Capital Management
Massachusetts
$37K -$9.25K -50 -20%
FPFS
1984
First Personal Financial Services
North Carolina
$37K – – –
TVWM
1985
Tower View Wealth Management
Wisconsin
$37K – – –
YAL
1986
Your Advocates Ltd
Texas
$37K – – –
CPA
1987
Cowen Prime Advisors
New York
$37K – – –
HI
1988
Hoey Investments
Pennsylvania
$37K +$37K +200 New
JGIA
1989
Jackson Grant Investment Advisers
Connecticut
$36K – – –
TCWA
1990
Ten Capital Wealth Advisors
Washington
$36K +$8.86K +48 +33%
FPB
1991
First PREMIER Bank
South Dakota
$34K – – –
AP
1992
Atwood & Palmer
Missouri
$33K +$33K +175 New
AFS
1993
Annapolis Financial Services
Maryland
$32K – – –
GEA
1994
Glen Eagle Advisors
New Jersey
$31.4K +$10.8K +58 +53%
AWMS
1995
Advocacy Wealth Management Services
Georgia
$31K +$9.45K +50 +44%
TFP
1996
Tilia Fiduciary Partners
North Carolina
$31K +$18.7K +100 +152%
TSWM
1997
Tyler-Stone Wealth Management
Ohio
$29K – – –
RA
1998
Rise Advisors
New York
$29K +$25.9K +140 +824%
IFA
1999
Interactive Financial Advisors
Illinois
$28K – – –
CAL
2000
Capital Advisors Ltd
Ohio
$28K +$553 +3 +2%
78 79
80
81 82