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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.31B
2
State Street
State Street
Massachusetts
$4.41B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$963M
4
Dodge & Cox
Dodge & Cox
California
$904M
5
Alkeon Capital Management
Alkeon Capital Management
New York
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
2051
Crescent Grove Advisors
Illinois
– -$253K -1,352 Closed
CAM
2052
Cozad Asset Management
Illinois
– -$252K -1,350 Closed
RFA
2053
RTD Financial Advisors
Pennsylvania
– -$252K -1,349 Closed
LGA
2054
Lebenthal Global Advisors
New York
– -$250K -1,342 Closed
MMHP
2055
Murphy Middleton Hinkle & Parker
Georgia
– -$251K -1,341 Closed
SS
2056
Sunbelt Securities
Texas
– -$254K -1,339 Closed
BFG
2057
Berger Financial Group
Minnesota
– -$250K -1,336 Closed
PIA
2058
Perennial Investment Advisors
California
– -$253K -1,332 Closed
LAM
2059
L2 Asset Management
Massachusetts
– -$248K -1,327 Closed
BIM
2060
Bridges Investment Management
Nebraska
– -$247K -1,321 Closed
SAM
2061
Summit Asset Management
Tennessee
– -$246K -1,315 Closed
AO
2062
Advisor OS
Illinois
– -$246K -1,314 Closed
RF
2063
Rollins Financial
Georgia
– -$245K -1,310 Closed
HHGA
2064
Halbert Hargrove Global Advisors
California
– -$244K -1,306 Closed
TA
2065
Tiedemann Advisors
New York
– -$243K -1,300 Closed
LW
2066
Libra Wealth
California
– -$243K -1,300 Closed
SCA
2067
Sandy Cove Advisors
Massachusetts
– -$243K -1,300 Closed
WCM
2068
Wedge Capital Management
North Carolina
– -$243K -1,299 Closed
TCA
2069
Transcend Capital Advisors
New Jersey
– -$242K -1,294 Closed
MA
2070
MBA Advisors
Pennsylvania
– -$241K -1,287 Closed
EPP
2071
ETF Portfolio Partners
Kansas
– -$237K -1,269 Closed
CP
2072
Coho Partners
Pennsylvania
– -$237K -1,265 Closed
NSAM
2073
North Star Asset Management
Wisconsin
– -$233K -1,246 Closed
SAA
2074
Southeast Asset Advisors
Georgia
– -$233K -1,245 Closed
BSAM
2075
Blue Square Asset Management
New York
– -$232K -1,240 Closed
81 82
83
84 85