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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
1
AllianceBernstein
Tennessee
$290M
2
BlackRock
2
BlackRock
New York
$6.72B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$401M
4
Harris Associates
4
Harris Associates
Illinois
$244M
5
Holocene Advisors
5
Holocene Advisors
New York
$133M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$618M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.22B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$213M
4
Dodge & Cox
4
Dodge & Cox
California
$631M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$47.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
1976
Red Tortoise LLC
Georgia
$4.73K +$4.73K +32 New
GCM
1977
Gables Capital Management
Florida
$4.43K – – –
TWD
1978
True Wealth Design
Ohio
$3.76K +$3.76K +25 New
JIR
1979
James Investment Research
Ohio
$3K – – –
LWA
1980
Lowe Wealth Advisors
Maryland
$2.96K – – –
DWP
1981
Destiny Wealth Partners
Florida
$2.96K – – –
NC
1982
NewSquare Capital
Pennsylvania
$2.81K +$2.81K +19 New
ECM
1983
Everence Capital Management
Indiana
$2.58K -$337 -2,280 -12%
UCB
1984
United Community Bank
South Carolina
$2.36K – – –
GFWA
1985
Grey Fox Wealth Advisors
Delaware
$2.36K +$2.36K +16 New
FWM
1986
Focused Wealth Management
New York
$2.22K – – –
BFPW
1987
BOK Financial Private Wealth
Colorado
$2.07K – – –
CWA
1988
Carolina Wealth Advisors
South Carolina
$2K – – –
LSA
1989
Lansing Street Advisors
Pennsylvania
$1.63K +$1.63K +11 New
LS
1990
Leelyn Smith
Illinois
$1.48K +$1.48K +10 New
BWP
1991
Baldwin Wealth Partners
Massachusetts
$1.18K -$15.2K -103 -93%
SPWM
1992
Spartan Planning & Wealth Management
North Carolina
$1.18K +$1.18K +8 New
TCOT
1993
Trust Company of Toledo
Ohio
$1.06K -$81 -550 -7%
TWP
1994
TFO Wealth Partners
Ohio
$776 +$776 +17 New
CCM
1995
CAAS Capital Management
New York
$591 +$591 +4 New
ITIM
1996
Indiana Trust & Investment Management
Indiana
$426 – – –
CMP
1997
Coston McIsaac & Partners
Maine
$20 +$20 +140 New
N
1998
Natixis
France
– -$44.6M -330,497 Closed
MIFH
1999
Migdal Insurance & Financial Holdings
Israel
– -$30.5M -226,000 Closed
HAM
2000
Honeycomb Asset Management
New York
– -$27.5M -204,000 Closed
78 79
80
81 82