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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 %
MNBTD
701
Moody National Bank Trust Division
Texas
$2.78M +$46.7K +268 +2%
ECM
702
Everence Capital Management
Indiana
$2.77M – – –
AC
703
Arjuna Capital
North Carolina
$2.76M +$1.81M +10,415 +193%
WAC
704
William Allan Corp
Colorado
$2.76M +$40.1K +230 +1%
BFIM
705
Beese Fulmer Investment Management
Ohio
$2.74M -$34.7K -199 -1%
WPW
706
Warther Private Wealth
Ohio
$2.72M +$216K +1,242 +9%
CWM
707
Compass Wealth Management
Connecticut
$2.72M +$4.36K +25 +0.2%
GT
708
Glenview Trust
Kentucky
$2.71M -$24.4K -140 -0.9%
NAG
709
Northstar Advisory Group
New Jersey
$2.7M +$146K +840 +6%
PI
710
Pettee Investors
Connecticut
$2.69M +$116K +665 +4%
BBWA
711
Bell & Brown Wealth Advisors
California
$2.69M -$24.9K -143 -0.9%
LC
712
Lincoln Capital
Nebraska
$2.67M +$229K +1,313 +9%
SS
713
Simplicity Solutions
Minnesota
$2.65M -$690K -3,959 -21%
BSW
714
Buckingham Strategic Wealth
Missouri
$2.64M -$188K -1,082 -7%
SFI
715
Siemens Fonds Invest
Germany
$2.64M – – –
TBA
716
Tower Bridge Advisors
Pennsylvania
$2.64M -$183K -1,050 -6%
TCM
717
Twin Capital Management
Pennsylvania
$2.62M -$913K -5,239 -26%
TI
718
Tidal Investments
Wisconsin
$2.62M -$504K -2,904 -16%
AT
719
American Trust
Kentucky
$2.62M +$194K +1,114 +8%
VI
720
Vestcor Inc
New Brunswick, Canada
$2.62M -$7.49K -43 -0.3%
RCAG
721
Rehmann Capital Advisory Group
Michigan
$2.61M +$83.4K +479 +3%
KWILP
722
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.61M – – –
Empower Advisory Group
723
Empower Advisory Group
Colorado
$2.59M +$309K +1,773 +14%
GCGDR
724
Geo Capital Gestora de Recursos
Brazil
$2.59M +$1.45M +8,316 +127%
EHWM
725
Eads & Heald Wealth Management
Georgia
$2.59M -$138K -795 -5%
27 28
29
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