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American Express
AXP

Overview Fund Activity

1,982 hedge funds and large institutions have $91.3B invested in American Express in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 737 increasing their positions, 741 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,982
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.61%
Holding in Top 10
32
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-37.25%
% of All Funds
0.51%
New
146
Increased
737
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$211M
2
Harris Associates
2
Harris Associates
Illinois
$436M
3
Holocene Advisors
3
Holocene Advisors
New York
$208M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$219M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$117M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.04B
2
BlackRock
2
BlackRock
New York
$6.37B
3
Jennison Associates
3
Jennison Associates
New York
$28.9M
4
State Street
4
State Street
Massachusetts
$4.33B
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
51
Boston Partners
Massachusetts
$211M +$211M +1,413,078 New
Holocene Advisors
52
Holocene Advisors
New York
$208M +$155M +1,039,843 +296%
Axa
53
Axa
France
$201M -$4.52M -30,280 -2%
Barrow, Hanley, Mewhinney & Strauss
54
Barrow, Hanley, Mewhinney & Strauss
Texas
$197M -$9.25M -62,010 -4%
CS
55
Credit Suisse
Switzerland
$196M +$3.5M +23,460 +2%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$193M -$96.7M -648,153 -33%
ClearBridge Investments
57
ClearBridge Investments
New York
$182M -$1.52M -10,158 -0.8%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$179M +$1.06M +7,074 +0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
59
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$176M +$11.6M +77,677 +7%
Corient Private Wealth
60
Corient Private Wealth
Florida
$173M +$13.6M +91,348 +9%
Pictet Asset Management
61
Pictet Asset Management
Switzerland
$172M +$172M +1,156,041 New
American Century Companies
62
American Century Companies
Missouri
$168M -$19.1M -128,036 -10%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$165M +$2.16M +14,510 +1%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$158M -$1.88M -12,581 -1%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$158M -$9.95M -66,696 -6%
TAM
66
Troy Asset Management
United Kingdom
$155M -$1.19M -7,946 -0.8%
National Pension Service
67
National Pension Service
South Korea
$151M +$3.58M +23,709 +2%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$149M -$5.72M -38,310 -4%
TAM
69
Timucuan Asset Management
Florida
$148M -$91.3K -612 -0.1%
DSA
70
Davis Selected Advisers
Arizona
$139M -$2.65M -17,768 -2%
Squarepoint
71
Squarepoint
New York
$138M +$103M +689,403 +297%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$136M -$49.7M -333,113 -27%
Franklin Resources
73
Franklin Resources
California
$136M -$52.2M -349,833 -28%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$135M +$2.76M +16,823 +2%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$133M +$2.94M +19,694 +2%
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