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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 %
SA
2051
Shilanski & Associates
Alaska
– -$267K -1,982 Closed
PTC
2052
Petrus Trust Company
Texas
– -$267K -1,978 Closed
SDWMA
2053
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$259K -1,921 Closed
SWA
2054
Sax Wealth Advisors
New Jersey
– -$251K -1,864 Closed
CGFA
2055
Colton Groome Financial Advisors
North Carolina
– -$240K -1,782 Closed
MAM
2056
Madison Asset Management
Wisconsin
– -$238K -1,765 Closed
AIA
2057
Affinity Investment Advisors
California
– -$236K -1,746 Closed
SWA
2058
Stratos Wealth Advisors
Ohio
– -$233K -1,725 Closed
PCWA
2059
Pacific Capital Wealth Advisors
California
– -$229K -1,698 Closed
CF
2060
Corrigan Financial
Rhode Island
– -$216K -1,604 Closed
MFG
2061
Menard Financial Group
Texas
– -$215K -1,594 Closed
ASFA
2062
All Season Financial Advisors
Colorado
– -$215K -1,593 Closed
FNB
2063
Farmers National Bank
Kentucky
– -$211K -1,567 Closed
WA
2064
WestEnd Advisors
North Carolina
– -$209K -1,546 Closed
CCM
2065
CTC Capital Management
Illinois
– -$202K -1,500 Closed
MCM
2066
Monument Capital Management
Virginia
– -$201K -1,493 Closed
Loomis, Sayles & Company
2067
Loomis, Sayles & Company
Massachusetts
– -$192K -1,426 Closed
PP
2068
Paloma Partners
Connecticut
– -$189K -1,402 Closed
CG
2069
Carmignac Gestion
France
– -$182K -1,350 Closed
Q
2070
QVR
California
– -$167K -1,240 Closed
SFO
2071
Standard Family Office
South Dakota
– -$155K -1,150 Closed
CL
2072
COWA LLC
Oklahoma
– -$152K -1,129 Closed
AIM
2073
Axiom Investment Management
New York
– -$146K -1,093 Closed
WWM
2074
Wagner Wealth Management
South Carolina
– -$139K -1,033 Closed
MAWCM
2075
Mine & Arao Wealth Creation & Management
California
– -$135K -1,003 Closed
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