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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
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 %
CPA
2101
Capital Planning Advisors
California
– -$213K -1,142 Closed
ACP
2102
Aveo Capital Partners
Colorado
– -$212K -1,136 Closed
EWA
2103
Exencial Wealth Advisors
Oklahoma
– -$212K -1,132 Closed
ACA
2104
Affinity Capital Advisors
California
– -$211K -1,131 Closed
AIM
2105
Axiom Investment Management
New York
– -$211K -1,130 Closed
CL
2106
COWA LLC
Oklahoma
– -$211K -1,129 Closed
DFA
2107
Delta Financial Advisors
Louisiana
– -$210K -1,121 Closed
CCM
2108
Chickasaw Capital Management
Tennessee
– -$207K -1,105 Closed
CIAS
2109
Capital Investment Advisory Services
North Carolina
– -$206K -1,103 Closed
NFG
2110
Nadler Financial Group
Illinois
– -$206K -1,102 Closed
ACA
2111
Ackerman Capital Advisors
Texas
– -$206K -1,101 Closed
NFG
2112
Nations Financial Group
Iowa
– -$206K -1,098 Closed
KCM
2113
Karp Capital Management
California
– -$205K -1,097 Closed
VIM
2114
Vista Investment Management
Pennsylvania
– -$204K -1,093 Closed
MWM
2115
Merriman Wealth Management
Washington
– -$204K -1,090 Closed
CCM
2116
Crew Capital Management
Ohio
– -$204K -1,090 Closed
MPCG
2117
Matrix Private Capital Group
New York
– -$201K -1,076 Closed
SFG
2118
SevenBridge Financial Group
Pennsylvania
– -$201K -1,076 Closed
BWA
2119
Blodgett Wealth Advisors
California
– -$201K -1,075 Closed
LFG
2120
Lockerman Financial Group
California
– -$200K -1,068 Closed
WMP
2121
Wealth Management Partners
Arizona
– -$228K -1,000 Closed
WA
2122
Win Advisors
Florida
– -$169K -905 Closed
FFA
2123
Freedman Financial Associates
Massachusetts
– -$159K -849 Closed
ODG
2124
O'Dell Group
Ohio
– -$152K -813 Closed
GAM
2125
Gemmer Asset Management
California
– -$133K -714 Closed
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