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American Express
AXP

Overview Fund Activity

1,982 hedge funds and large institutions have $91.3B invested in American Express in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 737 increasing their positions, 741 reducing their positions, and 166 closing their positions.

Holders
1,982
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.61%
Holding in Top 10
32
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-37.25%
% of All Funds
0.51%
New
146
Increased
737
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$211M
2
Harris Associates
2
Harris Associates
Illinois
$436M
3
Holocene Advisors
3
Holocene Advisors
New York
$208M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$219M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$117M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.04B
2
BlackRock
2
BlackRock
New York
$6.37B
3
Jennison Associates
3
Jennison Associates
New York
$28.9M
4
State Street
4
State Street
Massachusetts
$4.33B
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
26
Longview Partners
Guernsey
$519M +$1.67M +11,212 +0.3%
AllianceBernstein
27
AllianceBernstein
Tennessee
$513M +$70.1M +469,825 +16%
Charles Schwab
28
Charles Schwab
California
$473M -$4.66M -31,210 -1%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$447M -$2.52M -16,864 -0.6%
Harris Associates
30
Harris Associates
Illinois
$436M +$157M +1,055,104 +56%
First Eagle Investment Management
31
First Eagle Investment Management
New York
$388M -$6.44M -43,186 -2%
UBS Group
32
UBS Group
Switzerland
$315M -$49.9M -334,242 -14%
Amundi
33
Amundi
France
$305M +$16.9M +112,128 +6%
Swiss National Bank
34
Swiss National Bank
Switzerland
$303M -$37.4M -250,900 -11%
Deutsche Bank
35
Deutsche Bank
Germany
$294M -$17.9M -119,680 -6%
BGC
36
Beutel, Goodman & Co
Ontario, Canada
$287M +$20.9M +139,954 +8%
Ameriprise
37
Ameriprise
Minnesota
$284M -$35.4M -243,876 -11%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$273M -$6.22M -41,666 -2%
Barclays
39
Barclays
United Kingdom
$269M +$15.4M +102,977 +6%
SGA
40
Sustainable Growth Advisers
Connecticut
$265M -$832K -5,577 -0.3%
SCM
41
Smead Capital Management
Arizona
$262M -$9.02M -60,484 -3%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$262M -$52.5M -352,000 -17%
Aberdeen Group
43
Aberdeen Group
United Kingdom
$252M +$149K +1,000 +0.1%
First Trust Advisors
44
First Trust Advisors
Illinois
$239M +$81.2M +544,466 +52%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$239M +$17.6M +117,937 +8%
Wells Fargo
46
Wells Fargo
California
$236M -$4.49M -30,091 -2%
Nordea Investment Management
47
Nordea Investment Management
Sweden
$221M -$3.9M -25,968 -2%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$221M +$3.26M +21,876 +2%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$219M +$138M +923,526 +170%
MIHAS
50
Maj Invest Holding A/S
Denmark
$212M -$11.7M -78,216 -5%
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