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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 %
QCG
776
Quadrant Capital Group
Ohio
$2.21M -$14.8K -85 -0.7%
JCM
777
Jacobi Capital Management
Pennsylvania
$2.2M -$7.14K -41 -0.3%
TCOT
778
Trust Company of Toledo
Ohio
$2.2M +$502K +2,880 +30%
LNC
779
Lincoln National Corp
Pennsylvania
$2.2M +$96.5K +554 +5%
EIM
780
Essex Investment Management
Massachusetts
$2.19M -$301K -1,726 -12%
ACP
781
Aviance Capital Partners
Florida
$2.18M -$1.05K -6 -0%
CCM
782
Coldstream Capital Management
Washington
$2.18M -$64.5K -370 -3%
WG
783
Welch Group
Alabama
$2.17M – – –
CWMU
784
Caliber Wealth Management (Utah)
Utah
$2.16M +$93.4K +536 +5%
KIA
785
KCM Investment Advisors
California
$2.15M -$255K -1,463 -11%
CCG
786
Ceeto Capital Group
Florida
$2.14M – – –
PCS
787
Personal CFO Solutions
New Jersey
$2.13M -$118K -680 -5%
V
788
ValueWorks
New York
$2.13M -$36.2K -208 -2%
TNA
789
True North Advisors
Texas
$2.12M +$200K +1,150 +10%
MA
790
Montag & Associates
Georgia
$2.12M – – –
CW
791
CreativeOne Wealth
Kansas
$2.11M -$104K -598 -5%
GIA
792
Gladstone Institutional Advisory
Florida
$2.11M +$35.7K +205 +2%
QI
793
QV Investors
Alberta, Canada
$2.1M -$106K -610 -5%
CA
794
CoreCap Advisors
Michigan
$2.1M +$2.1M +12,064 New
HTC
795
Haverford Trust Company
Pennsylvania
$2.09M -$247K -1,418 -11%
III
796
Independent Investors Inc
New York
$2.09M – – –
DAM
797
Doheny Asset Management
California
$2.07M -$8.71K -50 -0.4%
BSA
798
Bull Street Advisors
Georgia
$2.05M – – –
NHC
799
Nicholas Hoffman & Company
Georgia
$2.05M -$167K -957 -8%
BBA
800
BLB&B Advisors
Pennsylvania
$2.05M -$22.6K -130 -1%
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