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American Express
AXP

Overview Fund Activity

2,039 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,039
Holders Change
+42
Holders Change %
+2.1%
% of All Funds
32.64%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
184
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
1
T. Rowe Price Associates
Maryland
$1.13B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.05B
3
Jennison Associates
3
Jennison Associates
New York
$212M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$574M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$421M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$85M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$2.11B
3
State Street
3
State Street
Massachusetts
$4.92B
4
Holocene Advisors
4
Holocene Advisors
New York
$23.3M
5
Barclays
5
Barclays
United Kingdom
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCWMU
26
Rothschild & Co Wealth Management (UK)
United Kingdom
$567M -$66.2M -401,624 -10%
UBS AM
27
UBS AM
Illinois
$554M -$21.7M -131,462 -4%
Charles Schwab
28
Charles Schwab
California
$529M +$2.92M +17,700 +0.6%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$509M +$5.02M +30,443 +1%
First Eagle Investment Management
30
First Eagle Investment Management
New York
$440M -$28.3M -171,641 -6%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$421M +$96.7M +586,454 +30%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$368M +$1.2M +7,260 +0.3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$345M -$12.6M -76,603 -4%
AllianceBernstein
34
AllianceBernstein
Tennessee
$327M +$3.37M +20,443 +1%
Deutsche Bank
35
Deutsche Bank
Germany
$326M -$9.05M -54,884 -3%
SCM
36
Smead Capital Management
Arizona
$304M +$7.77M +47,107 +3%
Franklin Resources
37
Franklin Resources
California
$303M -$91.5M -554,669 -23%
Amundi
38
Amundi
France
$302M +$5.61M +34,833 +2%
Harris Associates
39
Harris Associates
Illinois
$301M +$28.8M +174,552 +11%
UBS Group
40
UBS Group
Switzerland
$300M -$5.89M -35,694 -2%
SGA
41
Sustainable Growth Advisers
Connecticut
$295M +$779K +4,725 +0.3%
Wells Fargo
42
Wells Fargo
California
$286M +$8.49M +51,440 +3%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$286M -$10.5M -64,640 -4%
Ameriprise
44
Ameriprise
Minnesota
$285M +$25.7M +159,992 +10%
BGC
45
Beutel, Goodman & Co
Ontario, Canada
$274M +$6.79M +41,156 +3%
Allianz Asset Management
46
Allianz Asset Management
Germany
$274M +$8.93M +54,146 +3%
PAMS
47
Pictet Asset Management (Switzerland)
Switzerland
$268M +$21.5M +130,064 +9%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$247M +$55.6M +336,993 +29%
MIHAS
49
Maj Invest Holding A/S
Denmark
$244M -$36.3M -220,249 -13%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$240M +$18.5M +112,409 +8%
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