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American Express
AXP

Overview Fund Activity

2,055 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 706 increasing their positions, 804 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,055
Holders Change
+67
Holders Change %
+3.37%
% of All Funds
32.52%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
1%
New
198
Increased
706
Reduced
804
Closed
109
Calls
$1.24B
Puts
$2.47B
Net Calls
-$1.24B
Net Calls Change
-$214M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.87B
2
Bank of America
2
Bank of America
North Carolina
$1.5B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.74B
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$283M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$485M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125M
2
Deutsche Bank
2
Deutsche Bank
Germany
$427M
3
American Century Companies
3
American Century Companies
Missouri
$582M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$147M
5
BlackRock
5
BlackRock
New York
$8.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
2101
Pennsylvania Capital Management
Pennsylvania
– -$491K -3,000 Closed
GFG
2102
Greystone Financial Group
Michigan
– -$465K -2,842 Closed
PCM
2103
Prelude Capital Management
New York
– -$435K -2,661 Closed
CANY
2104
Caxton Associates (New York)
New York
– -$426K -2,602 Closed
NP
2105
Ninepoint Partners
Ontario, Canada
– -$425K -2,597 Closed
BSB
2106
Bangor Savings Bank
Maine
– -$403K -2,467 Closed
A
2107
Astrantus
Cyprus
– -$399K -2,439 Closed
MFT
2108
Moisand Fitzgerald Tamayo
Florida
– -$396K -2,419 Closed
SMA
2109
Sage Mountain Advisors
Georgia
– -$390K -2,381 Closed
FBB
2110
Fulton Breakefield Broenniman
Maryland
– -$384K -2,349 Closed
HWIS
2111
Hancock Whitney Investment Services
Louisiana
– -$381K -2,303 Closed
Voloridge Investment Management
2112
Voloridge Investment Management
Florida
– -$373K -2,283 Closed
5L
2113
55I LLC
Massachusetts
– -$350K -2,144 Closed
CASB
2114
Cape Ann Savings Bank
Massachusetts
– -$344K -2,100 Closed
BC
2115
Bridgefront Capital
Texas
– -$340K -2,079 Closed
VAFP
2116
Vahanian & Associates Financial Planning
New York
– -$334K -2,044 Closed
BCM
2117
Bluefin Capital Management
New York
– -$327K -2,000 Closed
CFA
2118
Cahill Financial Advisors
Minnesota
– -$323K -1,976 Closed
MMC
2119
Mizuho Markets Cayman
Cayman Islands
– -$316K -1,931 Closed
IAIM
2120
Industrial Alliance Investment Management
Quebec, Canada
– -$309K -1,891 Closed
KJHP
2121
K.J. Harrison & Partners
Ontario, Canada
– -$282K -1,722 Closed
1WA
2122
180 Wealth Advisors
Washington
– -$272K -1,711 Closed
NRW
2123
Nova R Wealth
Kansas
– -$279K -1,708 Closed
OIA
2124
Optimum Investment Advisors
Illinois
– -$262K -1,600 Closed
MSFS
2125
Main Street Financial Solutions
Pennsylvania
– -$247K -1,512 Closed
83 84
85
86 87