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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 %
EMPI
401
Elo Mutual Pension Insurance
Finland
$9.07M +$232K +1,331 +3%
VPIM
402
Vanguard Personalized Indexing Management
California
$9.02M +$459K +2,637 +5%
ATC
403
Argent Trust Co
Tennessee
$8.88M +$433K +2,486 +5%
RGC
404
Redwood Grove Capital
California
$8.84M – – –
PA
405
Perennial Advisors
New York
$8.83M +$157K +903 +2%
Bank of Nova Scotia
406
Bank of Nova Scotia
Ontario, Canada
$8.81M -$43.6M -250,051 -83%
PI
407
PFS Investments
Georgia
$8.71M +$283K +1,622 +3%
CIBC World Market
408
CIBC World Market
Ontario, Canada
$8.7M -$180K -1,032 -2%
SIG
409
Sky Investment Group
Connecticut
$8.65M +$240K +1,378 +3%
SAM
410
Securian Asset Management
Minnesota
$8.56M -$129K -738 -1%
Allspring Global Investments
411
Allspring Global Investments
North Carolina
$8.56M +$528K +3,030 +7%
SCM
412
Stanley Capital Management
Texas
$8.51M – – –
AssetMark Inc
413
AssetMark Inc
California
$8.44M +$1.34M +7,705 +19%
Federated Hermes
414
Federated Hermes
Pennsylvania
$8.44M +$2.81M +16,113 +50%
NRS
415
Neville Rodie & Shaw
New York
$8.42M – – –
KRS
416
Kentucky Retirement Systems
Kentucky
$8.33M +$128K +734 +2%
PWM
417
Perigon Wealth Management
California
$8.32M -$305K -1,751 -4%
SWIG
418
Strategic Wealth Investment Group
Kentucky
$8.31M +$1.46M +8,355 +21%
SAM
419
Stansberry Asset Management
Texas
$8.26M -$110K -630 -1%
Simplex Trading
420
Simplex Trading
Illinois
$8.21M +$3.96M +22,760 +93%
AWS
421
Atria Wealth Solutions
New York
$8.12M +$149K +857 +2%
IMRF
422
Illinois Municipal Retirement Fund
Illinois
$8.09M -$3.11M -17,864 -28%
OPERF
423
Oregon Public Employees Retirement Fund
Oregon
$8.06M +$14.1K +81 +0.2%
SJL
424
Shayne & Jacobs LLC
Tennessee
$7.95M – – –
PFO
425
Pathstone Family Office
New Jersey
$7.94M +$295K +1,661 +4%
15 16
17
18 19