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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 %
GCA
576
Greenwood Capital Associates
South Carolina
$4.23M -$1.91M -10,993 -31%
BCM
577
Birmingham Capital Management
Alabama
$4.23M -$307K -1,760 -7%
PWMAG
578
Pinnacle Wealth Management Advisory Group
New Jersey
$4.2M -$197K -1,131 -4%
SIG
579
Stonegate Investment Group
Alabama
$4.16M +$27K +155 +0.7%
CWM
580
Concentric Wealth Management
California
$4.16M -$97.4K -559 -2%
OMC
581
Overbrook Management Corp
New York
$4.15M -$697 -4 -0%
MCM
582
Mitchell Capital Management
Kansas
$4.14M +$39.4K +226 +1%
TPCW
583
TD Private Client Wealth
New York
$4.14M +$193K +1,107 +5%
GFS
584
GYL Financial Synergies
Connecticut
$4.14M +$2.75M +15,806 +199%
BFEC
585
Benjamin F. Edwards & Company
Missouri
$4.13M -$19.2K -110 -0.5%
KHLMTHM
586
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.12M – – –
CSPIA
587
Cary Street Partners Investment Advisory
Virginia
$4.12M +$20K +115 +0.5%
ASN
588
Advisory Services Network
Georgia
$4.11M +$1.13M +6,473 +38%
SCM
589
Shelton Capital Management
Colorado
$4.1M +$3.14M +18,000 +326%
DADC
590
D.A. Davidson & Co
Montana
$4.09M +$70.4K +404 +2%
BF
591
BOK Financial
Oklahoma
$4.09M -$81K -465 -2%
HCM
592
Hutner Capital Management
Vermont
$4.07M -$1.57K -9 -0%
WCM
593
Wisconsin Capital Management
Wisconsin
$4.04M -$61K -350 -1%
PMG
594
Private Management Group
California
$4.03M -$104K -598 -3%
RC
595
RBF Capital
California
$4.01M – – –
TLP
596
Trinity Legacy Partners
Texas
$4M +$255K +1,465 +7%
GIM
597
Grassi Investment Management
California
$4M – – –
SCA
598
Snowden Capital Advisors
New York
$3.97M +$996K +5,715 +33%
SVCP
599
Silicon Valley Capital Partners
California
$3.97M +$610K +3,499 +18%
VVP
600
Venture Visionary Partners
Ohio
$3.94M -$10.1K -58 -0.3%
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