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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 %
AWM
551
Avitas Wealth Management
California
$4.6M +$40.8K +234 +0.9%
JCM
552
Jag Capital Management
Missouri
$4.6M +$29.4K +169 +0.6%
WIS
553
Wright Investors Service
Connecticut
$4.58M +$111K +637 +2%
BAMF
554
BI Asset Management Fondsmaeglerselskab
Denmark
$4.57M +$801K +4,596 +21%
SWP
555
Strategic Wealth Partners
Ohio
$4.57M -$83.1K -477 -2%
MGP
556
Metis Global Partners
California
$4.57M +$172K +988 +4%
SCA
557
Stokes Capital Advisors
South Carolina
$4.56M +$21.4K +123 +0.5%
WSCM
558
Wellington Shields Capital Management
New York
$4.54M +$49.1K +282 +1%
GA
559
GFS Advisors
Texas
$4.53M – – –
MLICM
560
Metropolitan Life Insurance Company (MetLife)
New York
$4.51M -$125K -717 -3%
FG
561
Foster Group
Iowa
$4.48M +$20.7K +119 +0.5%
BCV
562
Banque Cantonale Vaudoise
Switzerland
$4.44M -$456K -2,615 -9%
SCP
563
Sandhill Capital Partners
New York
$4.41M -$198K -1,135 -4%
KC
564
Kingfisher Capital
North Carolina
$4.4M -$183K -1,052 -4%
RC
565
Roundview Capital
New Jersey
$4.4M -$20.7K -119 -0.5%
ACM
566
Adalta Capital Management
New York
$4.4M -$13.1K -75 -0.3%
Alkeon Capital Management
567
Alkeon Capital Management
New York
$4.36M – – –
BL
568
Bleichroeder LP
New York
$4.36M – – –
RIA
569
Realta Investment Advisors
Delaware
$4.35M -$16K -92 -0.4%
KWM
570
Kingsview Wealth Management
Oregon
$4.34M +$1.15M +6,587 +36%
GC
571
GFG Capital
Florida
$4.33M +$2.84M +8,252 +191%
SAM
572
Shell Asset Management
Netherlands
$4.31M -$1.96M -11,241 -31%
KFP
573
KMG Fiduciary Partners
Ohio
$4.26M -$384K -2,202 -8%
FCH
574
Freestone Capital Holdings
Washington
$4.25M -$62.2K -357 -1%
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$4.23M -$239K -1,372 -5%
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