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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 %
SIM
601
Stratos Investment Management
Ohio
$3.93M +$171K +983 +5%
CWM
602
Chemistry Wealth Management
New York
$3.89M -$25.1K -144 -0.6%
SW
603
SVB Wealth
Massachusetts
$3.87M -$308K -1,768 -7%
FM
604
Family Management
New York
$3.86M – – –
RWA
605
Ropes Wealth Advisors
Massachusetts
$3.83M -$4.7K -27 -0.1%
BIMC
606
Benson Investment Management Company
Virginia
$3.83M +$94.9K +545 +3%
UF
607
Univest Financial
Pennsylvania
$3.82M +$39.5K +227 +1%
FG
608
Fiduciary Group
Georgia
$3.82M – – –
FHB
609
First Hawaiian Bank
Hawaii
$3.8M +$174 +1 +0%
CIP
610
Chartwell Investment Partners
Pennsylvania
$3.79M +$732K +4,202 +24%
CT
611
Chicago Trust
Illinois
$3.79M -$34.5K -198 -0.9%
AIM
612
Achmea Investment Management
Netherlands
$3.76M +$436K +2,501 +13%
FBA
613
Front Barnett Associates
Illinois
$3.76M -$153K -880 -4%
SWM
614
Salvus Wealth Management
New Jersey
$3.75M +$575K +3,303 +18%
CT
615
Coastline Trust
Rhode Island
$3.75M +$1.28M +7,320 +52%
CIM
616
Chapman Investment Management
California
$3.72M +$328K +1,883 +10%
KRSITF
617
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.72M +$27.9K +160 +0.8%
GT
618
Greenleaf Trust
Michigan
$3.68M -$130K -746 -3%
HIS
619
Horizon Investment Services
Indiana
$3.67M -$54.5K -313 -1%
CI
620
Ceera Investments
Texas
$3.65M -$2.61K -15 -0.1%
VCA
621
Verdence Capital Advisors
Maryland
$3.64M -$18.1K -104 -0.5%
SI
622
Stephens Inc
Arkansas
$3.63M -$57.7K -331 -2%
TC
623
TownSquare Capital
Utah
$3.6M +$645K +3,702 +22%
SLI
624
Sumitomo Life Insurance
Japan
$3.58M -$159K -912 -4%
CC
625
Courier Capital
New York
$3.58M +$733K +4,209 +26%
23 24
25
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