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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 %
IVP
726
Intrinsic Value Partners
Arizona
$2.59M -$8.71K -50 -0.3%
PAS
727
Park Avenue Securities
New York
$2.58M -$103K -590 -4%
CA
728
Cornerstone Advisors
North Carolina
$2.58M +$2.58M +14,800 New
GD
729
Grandfield & Dodd
New York
$2.57M -$614K -3,525 -19%
KCM
730
Kanawha Capital Management
Virginia
$2.57M -$6.97K -40 -0.3%
PFSC
731
Peoples Financial Services Corp
Pennsylvania
$2.56M -$74.9K -430 -3%
CCM
732
Condor Capital Management
New Jersey
$2.56M -$72.1K -414 -3%
EWM
733
Evercore Wealth Management
New York
$2.49M -$144K -824 -5%
FDS
734
First Dallas Securities
Texas
$2.47M -$261K -1,498 -10%
AAS
735
Avantax Advisory Services
Texas
$2.45M -$167K -956 -6%
IAS
736
Investment Advisory Services
Texas
$2.45M +$11.3K +65 +0.5%
WB
737
Webster Bank
Connecticut
$2.43M +$514K +2,952 +27%
CWM
738
C2C Wealth Management
Arizona
$2.41M -$15K -85 -0.6%
BFG
739
Bleakley Financial Group
New Jersey
$2.4M -$74.7K -429 -3%
BFO
740
Boston Family Office
Massachusetts
$2.4M +$125K +720 +6%
CAM
741
Columbia Asset Management
Michigan
$2.39M -$82.9K -476 -3%
SBIA
742
Sheaff Brock Investment Advisors
Indiana
$2.37M +$174 +1 +0%
TH
743
TCTC Holdings
Texas
$2.37M -$1.39K -8 -0.1%
ILI
744
Invesco LLC (Illinois)
Illinois
$2.36M +$2.36M +13,555 New
GWCM
745
Godshalk Welsh Capital Management
Pennsylvania
$2.36M -$21.8K -125 -0.9%
FSA
746
Fort Sheridan Advisors
Illinois
$2.36M – – –
AA
747
ALPS Advisors
Colorado
$2.35M +$216K +1,242 +10%
SC
748
Sawyer & Company
Massachusetts
$2.35M -$3.48K -20 -0.1%
BFA
749
Benedict Financial Advisors
Georgia
$2.33M -$5.57K -32 -0.2%
QCM
750
Quantinno Capital Management
New York
$2.32M +$142K +818 +7%
28 29
30
31 32