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American Express
AXP

Overview Fund Activity

2,040 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+43
Holders Change %
+2.15%
% of All Funds
32.65%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
185
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.05B
3
Jennison Associates
Jennison Associates
New York
$212M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$574M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$421M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$85M
2
Fisher Asset Management
Fisher Asset Management
Washington
$2.11B
3
State Street
State Street
Massachusetts
$4.92B
4
Holocene Advisors
Holocene Advisors
New York
$23.3M
5
Barclays
Barclays
United Kingdom
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
301
Banco Santander
Spain
$18.2M -$625K -3,786 -3%
SCM
302
Sirios Capital Management
Massachusetts
$18.1M -$8.29M -50,237 -31%
WIC
303
Willis Investment Counsel
Georgia
$18M -$2.93M -17,750 -14%
CCM
304
Chilton Capital Management
Texas
$18M -$163K -989 -0.9%
CWM
305
CIBC World Markets
New York
$17.8M -$58.7M -356,016 -77%
MCM
306
Maple Capital Management
Vermont
$17.8M +$401K +2,432 +2%
FAF
307
Fjarde Ap-fonden
Sweden
$17.7M +$957K +5,800 +6%
Robeco Institutional Asset Management
308
Robeco Institutional Asset Management
Netherlands
$17.7M +$1.04M +6,325 +6%
TAM
309
Tocqueville Asset Management
New York
$17.5M +$5.9M +35,760 +51%
URS
310
Utah Retirement Systems
Utah
$17.5M -$165K -1,000 -0.9%
EC
311
Eminence Capital
New York
$17.4M +$17.4M +105,750 New
SPIA
312
Steward Partners Investment Advisory
New York
$17.4M +$349K +2,116 +2%
PA
313
Paralel Advisors
Colorado
$17.3M – – –
BFA
314
Bragg Financial Advisors
North Carolina
$17.3M +$19K +115 +0.1%
Public Employees Retirement Association of Colorado
315
Public Employees Retirement Association of Colorado
Colorado
$17.1M -$455K -2,760 -3%
CCA
316
Cobblestone Capital Advisors
New York
$16.8M -$252K -1,530 -1%
NCM
317
Noesis Capital Mangement
Florida
$16.8M +$568K +3,442 +3%
COPPSERS
318
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.6M -$19.6K -119 -0.1%
CA
319
Cullinan Associates
Kentucky
$16.4M -$810K -4,911 -5%
BCWM
320
Bartlett & Co Wealth Management
Ohio
$16M -$99K -600 -0.6%
BC
321
Bartlett & Co
Ohio
$16M -$99K -600 -0.6%
LF
322
Longbow Finance
Switzerland
$15.8M +$4.31M +26,103 +37%
CFG
323
Citizens Financial Group
Rhode Island
$15.5M -$100K -608 -0.6%
SOADOR
324
State of Alaska Department of Revenue
Alaska
$15.4M -$284K -1,720 -2%
NYLIM
325
New York Life Investment Management
New York
$15.4M -$65.5K -397 -0.4%
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