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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 %
VAS
676
Vestmark Advisory Solutions
Massachusetts
$3.08M +$56.3K +323 +2%
MC
677
Mathes Company
New York
$3.06M +$3.06M +17,540 New
ACIM
678
Azimuth Capital Investment Management
Michigan
$3.05M -$266K -1,525 -8%
BAG
679
Briggs Advisory Group
Rhode Island
$3.04M +$1.74K +10 +0.1%
LWM
680
Lodestone Wealth Management
Washington
$3.02M +$466K +2,676 +18%
CNBT
681
Canandaigua National Bank & Trust
New York
$2.97M -$59.8K -343 -2%
PTCG
682
Pring Turner Capital Group
California
$2.96M – – –
Acadian Asset Management
683
Acadian Asset Management
Massachusetts
$2.95M -$575K -3,304 -16%
RCA
684
Resonant Capital Advisors
Wisconsin
$2.94M +$261K +1,496 +10%
NRG
685
Nemes Rush Group
Michigan
$2.93M +$2.93M +16,810 New
OAM
686
Ostrum Asset Management
France
$2.91M -$104K -595 -3%
NL
687
NVWM LLC
Pennsylvania
$2.91M +$91.8K +527 +3%
Credit Agricole
688
Credit Agricole
France
$2.91M +$37.3K +214 +1%
Impax Asset Management Group
689
Impax Asset Management Group
United Kingdom
$2.89M -$11.7K -67 -0.4%
WSTAM
690
Wilbanks Smith & Thomas Asset Management
Virginia
$2.88M -$49.6K -285 -2%
IIM
691
Intact Investment Management
Quebec, Canada
$2.87M +$2.87M +16,500 New
IEFM
692
IQ EQ Fund Management
Ireland
$2.87M +$75.3K +432 +3%
AP
693
Americana Partners
Texas
$2.83M -$613K -3,518 -18%
MCP
694
Mirador Capital Partners
California
$2.82M +$2.38M +13,658 +542%
EFMC
695
Empire Financial Management Company
New York
$2.81M -$183K -1,049 -6%
BCMO
696
Buckingham Capital Management (Ohio)
Ohio
$2.81M +$100K +574 +4%
BCM
697
Brookstone Capital Management
Illinois
$2.79M -$134K -787 -5%
LSA
698
L & S Advisors
California
$2.79M +$2.79M +16,012 New
BAM
699
Brave Asset Management
New Jersey
$2.79M – – –
BOS
700
Bank of Stockton
California
$2.78M +$12.2K +70 +0.4%
26 27
28
29 30