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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
+$302M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$197M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$172M
5
Jennison Associates
Jennison Associates
New York
+$145M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$563M
2
EWA
EP Wealth Advisors
California
-$427M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$225M
4
SC
Samlyn Capital
New York
-$153M
5
Millennium Management
Millennium Management
New York
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
476
HeadInvest LLC
Maine
$6.34M -$95.2K -576 -1%
1SB
477
1ST Source Bank
Indiana
$6.32M -$93.7K -538 -1%
WAM
478
Winslow Asset Management
Ohio
$6.32M -$28.6K -164 -0.4%
ADL
479
Asset Dedication LLC
California
$6.27M +$138K +793 +2%
DMC
480
Drexel Morgan & Co
Pennsylvania
$6.26M – – –
CTC
481
Central Trust Company
Missouri
$6.25M +$918K +5,268 +17%
BPA
482
Beacon Pointe Advisors
California
$6.23M -$3.13M -17,941 -33%
TSW
483
Thompson Siegel & Walmsley
Virginia
$6.2M – – –
GWM
484
GDS Wealth Management
Texas
$6.19M +$314K +1,800 +5%
KPWS
485
Kestra Private Wealth Services
Texas
$6.15M +$660K +3,789 +12%
VIA
486
Vident Investment Advisory
Georgia
$6.15M -$3.22M -18,498 -34%
BCPWM
487
Bradley & Co Private Wealth Management
Florida
$6.03M +$237K +1,360 +4%
HVIA
488
Hudson Valley Investment Advisors
New York
$6.03M +$1.25M +7,191 +26%
MHC
489
Meyer Handelman Company
New York
$6.01M – – –
SAM
490
SP Asset Management
California
$6M +$39.4K +226 +0.7%
SF
491
Synovus Financial
Georgia
$5.96M -$67.4K -387 -1%
GCA
492
Guardian Capital Advisors
Ontario, Canada
$5.95M -$18K -103 -0.3%
GP
493
Girard Partners
Pennsylvania
$5.93M +$217K +1,248 +4%
PGIM
494
Pacific Global Investment Management
California
$5.93M -$116K -668 -2%
ECG
495
Edge Capital Group
Georgia
$5.93M +$111K +640 +2%
OSAM
496
O'Shaughnessy Asset Management
Connecticut
$5.92M -$513K -2,944 -8%
OAM
497
Oppenheimer Asset Management
New York
$5.92M +$992K +5,695 +20%
GRQ
498
Gardner Russo & Quinn
Pennsylvania
$5.91M -$792K -4,545 -12%
LSWM
499
Lorne Steinberg Wealth Management
Canada
$5.88M -$61K -350 -1%
Bessemer Group
500
Bessemer Group
New Jersey
$5.85M +$1.31M +7,524 +29%
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