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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 %
TRCT
501
Tower Research Capital (TRC)
New York
$5.84M -$245K -1,407 -4%
GC
502
GMT Capital
Georgia
$5.84M -$4.39M -25,200 -43%
PCOC
503
Power Corp of Canada
Canada
$5.8M – – –
PWLP
504
Prio Wealth Limited Partnership
Massachusetts
$5.79M -$58.4K -335 -1%
SC
505
Searle & Co
Connecticut
$5.76M – – –
IAA
506
Independent Advisor Alliance
North Carolina
$5.75M +$372K +2,135 +7%
LGF
507
LGT Group Foundation
Liechtenstein
$5.74M -$62.9K -361 -1%
HT
508
Heritage Trust
Oklahoma
$5.73M -$5.57K -32 -0.1%
UAM
509
Unison Asset Management
Florida
$5.69M -$17.4K -100 -0.3%
PI
510
PGGM Investments
Netherlands
$5.68M -$1.21M -6,971 -18%
LT
511
Legacy Trust
Michigan
$5.61M +$76.3K +438 +1%
FIB
512
First Interstate Bank
Montana
$5.58M -$232K -1,332 -4%
WBC
513
Westpac Banking Corp
Australia
$5.54M -$15.5M -89,119 -74%
ALAM
514
Asahi Life Asset Management
Japan
$5.52M -$159K -913 -3%
PI
515
Putnam Investments
Massachusetts
$5.52M -$103K -589 -2%
WS
516
Wedbush Securities
California
$5.51M -$48.6K -279 -0.9%
NSEDCP
517
NJ State Employees Deferred Compensation Plan
New Jersey
$5.5M – – –
M
518
Mirova
France
$5.5M -$1.43M -8,232 -21%
AIM
519
Arcadia Investment Management
Michigan
$5.49M -$1.13M -6,496 -17%
PBC
520
Pavion Blue Capital
California
$5.48M -$27.5K -158 -0.5%
RB
521
Rodgers Brothers
Pennsylvania
$5.45M +$375K +2,155 +7%
CI
522
CX Institutional
Indiana
$5.43M +$816K +4,686 +18%
QC
523
Quadrature Capital
United Kingdom
$5.42M -$18.4M -105,569 -77%
CA
524
Clearstead Advisors
Ohio
$5.4M +$2.04M +11,707 +61%
Lido Advisors
525
Lido Advisors
California
$5.38M +$1.32M +7,551 +32%
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