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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 %
IWC
651
Integrated Wealth Concepts
Massachusetts
$3.3M +$162K +929 +5%
NMIMC
652
Northwestern Mutual Investment Management Company
Wisconsin
$3.27M +$6.97K +40 +0.2%
VMPIC
653
Varma Mutual Pension Insurance Co
Finland
$3.25M -$1.06M -6,079 -25%
CA
654
CSM Advisors
Pennsylvania
$3.25M – – –
HW
655
Hancock Whitney
Mississippi
$3.22M -$68.3K -392 -2%
BIAS
656
Beacon Investment Advisory Services
New Jersey
$3.21M -$631K -3,625 -16%
BL
657
BFSG LLC
California
$3.19M +$44.1K +253 +1%
WA
658
WP Advisors
California
$3.19M +$12.7K +73 +0.4%
PCI
659
Pacifica Capital Investments
Texas
$3.19M – – –
IGAM
660
iA Global Asset Management
Quebec, Canada
$3.19M +$3.19M +18,288 New
Assenagon Asset Management
661
Assenagon Asset Management
Luxembourg
$3.18M -$2.96K -17 -0.1%
MVA
662
Mount Vernon Associates
Maryland
$3.17M +$21.8K +125 +0.7%
O
663
Ossiam
France
$3.17M -$19M -109,132 -86%
CFGS
664
Concourse Financial Group Securities
Alabama
$3.15M +$213K +1,221 +7%
FIM
665
Freedom Investment Management
Connecticut
$3.13M -$225K -1,289 -7%
HH
666
Hilltop Holdings
Texas
$3.13M +$2.39M +13,708 +324%
BFA
667
Bill Few Associates
Pennsylvania
$3.12M +$133K +765 +4%
COI
668
Connable Office Inc
Michigan
$3.12M – – –
Carson Wealth (CWM LLC)
669
Carson Wealth (CWM LLC)
Nebraska
$3.12M +$222K +1,273 +8%
MYLI
670
Meiji Yasuda Life Insurance
Japan
$3.11M -$1.63M -9,380 -34%
CA
671
Callahan Advisors
Texas
$3.11M +$174 +1 +0%
SAM
672
Selway Asset Management
$3.1M +$32.2K +185 +1%
CA
673
Cetera Advisors
Colorado
$3.09M -$1.35M -7,761 -30%
NG
674
Northstar Group
New York
$3.09M +$240K +1,379 +8%
ECM
675
Elgethun Capital Management
South Dakota
$3.08M +$19.8K +114 +0.6%
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