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

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$43.1M
2
EWA
EP Wealth Advisors
California
$3.41M
3
Fisher Asset Management
Fisher Asset Management
Washington
$2.01B
4
SC
Samlyn Capital
New York
$35.5M
5
Millennium Management
Millennium Management
New York
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
326
Connors Investor Services
Pennsylvania
$14.7M -$283K -1,626 -2%
SOADOR
327
State of Alaska Department of Revenue
Alaska
$14.5M -$1.76M -10,108 -11%
MML Investors Services
328
MML Investors Services
Massachusetts
$14.5M +$14.5M +83,338 New
BRWA
329
B. Riley Wealth Advisors
Florida
$14.1M +$10.6M +61,082 +304%
NCM
330
Narwhal Capital Management
Georgia
$14M +$328K +1,882 +2%
CCP
331
Clifford Capital Partners
Utah
$14M -$23.9K -137 -0.2%
APG Asset Management
332
APG Asset Management
Netherlands
$13.9M -$9.72M -60,900 -41%
AWM
333
AE Wealth Management
Kansas
$13.9M +$1.29M +7,426 +10%
LCM
334
LVM Capital Management
Michigan
$13.6M +$716K +4,110 +6%
BBI
335
Baxter Bros Inc
Connecticut
$13.5M -$91.3K -524 -0.7%
KHLMVGHM
336
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.5M – – –
Vontobel Holding
337
Vontobel Holding
Switzerland
$13.2M +$6.6M +37,881 +100%
FCMC
338
Founders Capital Management (Connecticut)
Connecticut
$13.2M +$133K +765 +1%
NLGIA
339
Nippon Life Global Investors Americas
New York
$13.1M -$1.1M -6,310 -8%
BMSSC
340
B. Metzler seel. Sohn & Co
Germany
$13M +$3.65M +20,954 +39%
TIP
341
Torray Investment Partners
Maryland
$12.9M – – –
WT
342
Whittier Trust
California
$12.9M -$349K -2,003 -3%
Point72 Asset Management
343
Point72 Asset Management
Connecticut
$12.7M +$12M +68,620 +1,652%
OC
344
Oppenheimer & Co
New York
$12.7M +$964K +5,536 +8%
NB
345
Norinchukin Bank
Japan
$12.6M +$4M +22,952 +46%
MIM
346
Marco Investment Management
Georgia
$12.6M +$967K +5,549 +8%
WAS
347
Wesleyan Assurance Society
United Kingdom
$12.5M – – –
2
348
2Xideas
Switzerland
$12.4M -$188K -1,078 -1%
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
$12.3M +$513K +2,947 +4%
CNB
350
Czech National Bank
Czech Republic
$12.3M +$43K +247 +0.4%
12 13
14
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