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American Express
AXP

Overview Fund Activity

2,031 hedge funds and large institutions have $108B invested in American Express in 2023 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 730 increasing their positions, 768 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,031
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
32.03%
Holding in Top 10
51
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15%
% of All Funds
0.8%
New
134
Increased
730
Reduced
768
Closed
127
Calls
$1.65B
Puts
$1.77B
Net Calls
-$119M
Net Calls Change
-$312M

Top Buyers

1
Swiss National Bank
1
Swiss National Bank
Switzerland
$398M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.15B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.03B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$517M
5
Jennison Associates
5
Jennison Associates
New York
$369M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$43.1M
2
EWA
2
EP Wealth Advisors
California
$3.41M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$2.01B
4
SC
4
Samlyn Capital
New York
$35.5M
5
Millennium Management
5
Millennium Management
New York
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
251
Janney Montgomery Scott
Pennsylvania
$24.5M +$24.5M +140,373 New
CB
252
Commerce Bank
Missouri
$24.3M +$155K +890 +0.6%
DIA
253
Dana Investment Advisors
Wisconsin
$24.2M -$589K -3,381 -2%
DWM
254
Destination Wealth Management
California
$23.7M -$128K -732 -0.5%
SBWIC
255
Schaper Benz & Wise Investment Counsel
Wisconsin
$23.5M +$470K +2,698 +2%
Robeco Institutional Asset Management
256
Robeco Institutional Asset Management
Netherlands
$23.2M +$4.49M +25,796 +24%
FDCC
257
Foster Dykema Cabot & Co
Massachusetts
$22.9M +$53.1K +305 +0.2%
BFS
258
Bradley Foster & Sargent
Connecticut
$22.2M +$82.9K +476 +0.4%
MCM
259
Mill Capital Management
North Carolina
$22.1M -$23.5K -135 -0.1%
GIP
260
Greatmark Investment Partners
Georgia
$22.1M +$596K +3,423 +3%
Skandinaviska Enskilda Banken (SEB)
261
Skandinaviska Enskilda Banken (SEB)
Sweden
$22M +$2.05M +11,785 +10%
CG
262
Colony Group
Massachusetts
$21.8M -$238K -1,364 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
263
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$21.8M -$20.4M -116,934 -48%
TPSF
264
Texas Permanent School Fund
Texas
$21.7M +$92.8K +533 +0.4%
BSA
265
Braun Stacey Associates
New York
$21.6M -$20.1M -115,508 -48%
II
266
IFM Investors
Australia
$21.5M +$1.33M +7,643 +7%
Creative Planning
267
Creative Planning
Kansas
$21.5M +$1.16M +6,635 +6%
NAM
268
NorthCrest Asset Manangement
Minnesota
$21.2M +$274K +1,572 +1%
ET
269
Equitable Trust
Tennessee
$21.2M -$34.5K -198 -0.2%
SPC
270
Stewart & Patten Company
California
$21.2M +$744K +4,273 +4%
AHB
271
Abner Herrman & Brock
New Jersey
$21.1M -$319K -1,829 -1%
UIM
272
USS Investment Management
United Kingdom
$21.1M – – –
DP
273
Dundas Partners
United Kingdom
$21M – – –
Mariner
274
Mariner
Kansas
$21M -$154K -884 -0.7%
DnB Asset Management
275
DnB Asset Management
Norway
$20.9M +$134K +771 +0.6%
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