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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 %
NGA
626
Naples Global Advisors
Florida
$3.57M +$69.3K +398 +2%
GHAM
627
Gilman Hill Asset Management
Connecticut
$3.56M +$98.2K +564 +3%
BW
628
Bison Wealth
Georgia
$3.56M +$72.5K +416 +2%
SSW
629
Stone Summit Wealth
Florida
$3.55M +$90.6K +520 +3%
PMG
630
ProVise Management Group
Florida
$3.53M -$2.16M -12,418 -38%
IC
631
IEQ Capital
California
$3.53M +$268K +1,539 +8%
RBA
632
Richard Bernstein Advisors
New York
$3.53M – – –
GPTE
633
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.5M – – –
CW
634
Connectus Wealth
Ohio
$3.5M -$15.7K -90 -0.4%
SCC
635
Steel Canyon Capital
Arizona
$3.49M +$703K +4,036 +25%
PNC
636
Park National Corp
Ohio
$3.48M -$70K -402 -2%
AOI
637
Auto-Owners Insurance
Michigan
$3.48M – – –
RT
638
Rockland Trust
Massachusetts
$3.43M -$919K -5,273 -21%
BHPW
639
Beverly Hills Private Wealth
California
$3.43M +$1.72M +10,424 +101%
GIM
640
Goelzer Investment Management
Indiana
$3.43M -$274K -1,574 -7%
EWA
641
EP Wealth Advisors
California
$3.41M -$427M -2,281,785 -99%
LG
642
LaFleur & Godfrey
Michigan
$3.4M -$2.79K -16 -0.1%
KAM
643
Karani Asset Management
New York
$3.4M +$294K +1,689 +9%
MWM
644
Modera Wealth Management
New Jersey
$3.39M +$672K +3,857 +25%
RJT
645
Raymond James Trust
Florida
$3.38M +$57.1K +328 +2%
EF
646
Empirical Finance
Pennsylvania
$3.38M +$350K +2,007 +12%
MKA
647
M. Kulyk & Associates
Georgia
$3.36M -$48.3K -277 -1%
AWM
648
Avior Wealth Management
Nebraska
$3.36M +$69.9K +401 +2%
OLA
649
Oliver Luxxe Assets
New Jersey
$3.35M -$28.6K -164 -0.8%
B
650
Bensler
Washington
$3.33M +$610K +3,500 +22%
24 25
26
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