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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 %
APG
1976
Abacus Planning Group
South Carolina
– -$232K -1,673 Closed
BG
1977
Bahl & Gaynor
Ohio
– -$231K -1,663 Closed
YMRC
1978
Yorktown Management & Research Company
Virginia
– -$229K -1,650 Closed
PA
1979
Probity Advisors
Texas
– -$209K -1,506 Closed
PM
1980
Parametrica Management
Hong Kong
– -$208K -1,506 Closed
KWA
1981
KCS Wealth Advisory
California
– -$208K -1,500 Closed
VCM
1982
Violich Capital Management
California
– -$208K -1,500 Closed
LA
1983
Latitude Advisors
Florida
– -$208K -1,500 Closed
CBFP
1984
Cedar Brook Financial Partners
Ohio
– -$208K -1,499 Closed
IB
1985
Intrust Bank
Kansas
– -$207K -1,491 Closed
IGWM
1986
ICA Group Wealth Management
Colorado
– -$238K -1,468 Closed
PWS
1987
Peterson Wealth Services
Utah
– -$202K -1,460 Closed
GAMC
1988
Garner Asset Management Corp
Texas
– -$201K -1,453 Closed
FBC
1989
Fairfield, Bush & Co
Connecticut
– -$198K -1,430 Closed
CWP
1990
Concord Wealth Partners
Virginia
– -$177K -1,279 Closed
TCWM
1991
Total Clarity Wealth Management
Illinois
– -$114K -826 Closed
GGI
1992
Godsey & Gibb Inc
Virginia
– -$109K -785 Closed
BFG
1993
Baron Financial Group
New Jersey
– -$99.9K -721 Closed
CJL
1994
Cyrus J. Lawrence
New York
– -$98K -711 Closed
BMD
1995
Better Money Decisions
New Mexico
– -$86K -619 Closed
COCM
1996
Charter Oak Capital Management
New Hampshire
– -$73K -528 Closed
OPW
1997
Oxler Private Wealth
New York
– -$69.7K -502 Closed
TAIM
1998
TD Ameritrade Investment Management
Nebraska
– -$49K -351 Closed
WOSD
1999
WFA of San Diego
California
– -$41K -299 Closed
SWM
2000
Selective Wealth Management
Virginia
– -$35K -250 Closed
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