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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 %
PH
801
Pinnacle Holdings
Oklahoma
$2.04M +$105K +604 +5%
MMPW
802
Mitchell McLeod Pugh & Williams
Alabama
$2.04M +$4.7K +27 +0.2%
FMWA
803
Forvis Mazars Wealth Advisors
Missouri
$2.03M +$304K +1,744 +18%
FIM
804
Fruth Investment Management
Texas
$2.03M -$17.4K -100 -0.9%
HG
805
Herbst Group
Connecticut
$2.02M +$17.4K +100 +0.9%
LT
806
Lindsell Train
United Kingdom
$2.02M – – –
ACP
807
Arcus Capital Partners
Georgia
$2.02M – – –
LBC
808
Lowe Brockenbrough & Co
Virginia
$2.01M -$2.79K -16 -0.1%
Aristotle Capital Management
809
Aristotle Capital Management
California
$2.01M – – –
SYBT
810
Stock Yards Bank & Trust
Kentucky
$2M -$64.5K -370 -3%
SCP
811
Stamos Capital Partners
California
$1.99M -$183K -1,050 -8%
SCM
812
SOL Capital Management
Maryland
$1.99M – – –
BFA
813
Buttonwood Financial Advisors
Maryland
$1.97M -$7.49K -43 -0.4%
CT
814
Colonial Trust
South Carolina
$1.97M +$84.3K +484 +4%
IA
815
IFG Advisory
Georgia
$1.97M -$70K -402 -3%
ACA
816
Aptus Capital Advisors
Alabama
$1.97M +$105K +603 +6%
PA
817
Profund Advisors
Maryland
$1.97M -$40.4K -232 -2%
PWP
818
Private Wealth Partners
California
$1.95M – – –
AIC
819
Argus Investors Counsel
New York
$1.94M +$45.1K +259 +2%
PI
820
PEAK6 Investments
Illinois
$1.92M -$8.59M -49,337 -82%
SJIM
821
St. Johns Investment Management
Florida
$1.92M +$38.8K +223 +2%
GFA
822
Gifford Fong Associates
California
$1.92M – – –
S
823
SignatureFD
Georgia
$1.91M +$106K +606 +6%
PA
824
Parallel Advisors
California
$1.9M -$257K -1,478 -12%
SFS
825
Sowell Financial Services
Arkansas
$1.9M +$976K +5,602 +106%
31 32
33
34 35