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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 %
TBC
276
Tweedy, Browne Co
Connecticut
$20.8M -$82.9K -476 -0.4%
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$20.8M -$854K -4,901 -4%
CSIC
278
Clifford Swan Investment Counsel
California
$20.7M +$280K +1,605 +1%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$20.5M +$119K +682 +0.6%
KFC
280
Klingenstein Fields & Co
New York
$20.3M -$481K -2,761 -2%
FMI
281
Factory Mutual Insurance
Massachusetts
$20.2M – – –
BCAM
282
Boston Common Asset Management
Massachusetts
$20.1M -$834K -4,786 -4%
USAA
283
United Services Automobile Association
Texas
$19.9M +$108K +621 +0.5%
CCM
284
Chilton Capital Management
Texas
$19.7M +$713K +4,092 +4%
BCI
285
Brinker Capital Investments
Pennsylvania
$19.4M -$877K -5,032 -4%
OPS
286
Orion Portfolio Solutions
Nebraska
$19.4M -$877K -5,032 -4%
MCM
287
Maple Capital Management
Vermont
$19.2M +$442K +2,538 +2%
AAIS
288
ABN AMRO Investment Solutions
$19.1M -$451K -2,589 -2%
TAM
289
Tocqueville Asset Management
New York
$18.7M +$245K +1,406 +1%
HP
290
Holowesko Partners
Bahamas
$18.6M +$4.72M +27,100 +34%
FAF
291
Fjarde Ap-fonden
Sweden
$18.5M -$244K -1,400 -1%
SPIA
292
Steward Partners Investment Advisory
New York
$18.4M +$26.1K +150 +0.1%
PA
293
Paralel Advisors
Colorado
$18.3M – – –
Balyasny Asset Management
294
Balyasny Asset Management
Illinois
$18.2M -$70.4M -404,079 -79%
BFA
295
Bragg Financial Advisors
North Carolina
$18.2M -$37.3K -214 -0.2%
BC
296
Bartlett & Co
Ohio
$18.2M +$1.28M +7,341 +8%
BCWM
297
Bartlett & Co Wealth Management
Ohio
$18.2M +$1.28M +7,341 +8%
PCM
298
Prana Capital Management
Connecticut
$18.2M +$18.2M +104,278 New
COPPSERS
299
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.1M +$483K +2,772 +3%
URS
300
Utah Retirement Systems
Utah
$17.7M -$766K -4,400 -4%
10 11
12
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