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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.31B
2
State Street
2
State Street
Massachusetts
$4.41B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$963M
4
Dodge & Cox
4
Dodge & Cox
California
$904M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1976
One Capital Management
California
– -$6.57M -35,152 Closed
LGP
1977
Leonard Green & Partners
California
– -$5.61M -30,000 Closed
Simplex Trading
1978
Simplex Trading
Illinois
– -$4.63M -24,769 Closed
Walleye Trading
1979
Walleye Trading
New York
– -$4.06M -21,708 Closed
MLL
1980
Moody Lynn & Lieberson
Massachusetts
– -$3.5M -18,699 Closed
LSA
1981
L & S Advisors
California
– -$3.07M -16,441 Closed
JSC
1982
Jackson Square Capital
California
– -$2.91M -15,569 Closed
TPM
1983
Triasima Portfolio Management
Quebec, Canada
– -$2.83M -15,130 Closed
CCMT
1984
CMT Capital Markets Trading
Germany
– -$2.2M -11,750 Closed
LHC
1985
Little House Capital
Massachusetts
– -$2.14M -11,456 Closed
JG
1986
Jefferies Group
New York
– -$2.08M -11,098 Closed
DRS
1987
Deane Retirement Strategies
Louisiana
– -$2.05M -10,956 Closed
PWAG
1988
Polaris Wealth Advisory Group
California
– -$1.99M -10,908 Closed
HCM
1989
Howard Capital Management
Georgia
– -$1.89M -10,106 Closed
IRF
1990
IBM Retirement Fund
New York
– -$1.84M -9,834 Closed
BRC
1991
Bell Rock Capital
Delaware
– -$1.58M -9,020 Closed
SC
1992
SRB Corp
Massachusetts
– -$1.44M -7,694 Closed
JI
1993
Jeereddi Investments
California
– -$1.36M -7,273 Closed
CCM
1994
Compton Capital Management
Rhode Island
– -$1.11M -5,925 Closed
Walleye Capital
1995
Walleye Capital
New York
– -$1.08M -5,750 Closed
BIP
1996
Blueprint Investment Partners
North Carolina
– -$1.07M -5,743 Closed
UFF
1997
USA Financial Formulas
Michigan
– -$996K -5,328 Closed
MCM
1998
Manchester Capital Management
Vermont
– -$994K -5,313 Closed
AI
1999
AdvisorShares Investments
Maryland
– -$875K -4,677 Closed
FPA
2000
First Pacific Advisors
California
– -$673K -3,600 Closed
78 79
80
81 82