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 %
SEIA
2076
Signature Estate & Investment Advisors
California
– -$232K -1,238 Closed
XF
2077
XML Financial
Maryland
– -$231K -1,234 Closed
EWA
2078
Encompass Wealth Advisors
Oregon
– -$230K -1,230 Closed
FNC
2079
First National Corp
Massachusetts
– -$230K -1,227 Closed
CTA
2080
Colonial Trust Advisors
South Carolina
– -$229K -1,226 Closed
CCM
2081
Carlson Capital Management
Minnesota
– -$229K -1,224 Closed
WA
2082
Waverly Advisors
Alabama
– -$229K -1,224 Closed
EFM
2083
E Fund Management
China
– -$229K -1,224 Closed
FCM
2084
Firestone Capital Management
Florida
– -$227K -1,215 Closed
SIA
2085
Soltis Investment Advisors
Utah
– -$227K -1,214 Closed
FC
2086
Fulcrum Capital
Washington
– -$224K -1,200 Closed
Fiera Capital (Canada)
2087
Fiera Capital (Canada)
Quebec, Canada
– -$224K -1,200 Closed
RP
2088
Reinhart Partners
Wisconsin
– -$224K -1,200 Closed
WCFA
2089
Walkner Condon Financial Advisors
Wisconsin
– -$224K -1,199 Closed
CMS
2090
Capital Market Strategies
Florida
– -$224K -1,199 Closed
BWA
2091
Burt Wealth Advisors
Maryland
– -$224K -1,197 Closed
DDC
2092
DF Dent & Co
Maryland
– -$222K -1,185 Closed
CCP
2093
Carmel Capital Partners
California
– -$220K -1,175 Closed
MIM
2094
Montgomery Investment Management
Maryland
– -$220K -1,175 Closed
SSCA
2095
South Shore Capital Advisors
Massachusetts
– -$220K -1,175 Closed
LB
2096
Leo Brokerage
Texas
– -$218K -1,166 Closed
CWM
2097
Connecticut Wealth Management
Connecticut
– -$217K -1,160 Closed
GWM
2098
Greenwich Wealth Management
Connecticut
– -$216K -1,156 Closed
NQWM
2099
Northwest Quadrant Wealth Management
Oregon
– -$215K -1,147 Closed
MWAM
2100
Manhattan West Asset Management
California
– -$214K -1,143 Closed
82 83
84
85 86