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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 %
CB
951
Community Bank
New York
$1.37M -$26.7K -153 -2%
IP
952
Intellectus Partners
California
$1.36M +$78.4K +450 +6%
WA
953
Wealth Advisors
California
$1.36M – – –
QI
954
Qtron Investments
Massachusetts
$1.35M -$230K -1,319 -15%
FMAEN1
955
Fund Management at Engine No 1
California
$1.35M +$90.6K +520 +7%
N
956
Natixis
France
$1.34M +$1.34M +7,720 New
STA
957
Summit Trail Advisors
New York
$1.34M +$315K +1,809 +31%
BOH
958
Bank of Hawaii
Hawaii
$1.34M -$523 -3 -0%
GAM
959
Gotham Asset Management
New York
$1.34M -$144K -826 -10%
BIC
960
Beach Investment Counsel
Pennsylvania
$1.33M – – –
TPA
961
Trivium Point Advisory
Connecticut
$1.33M +$77.3K +444 +6%
ABC
962
Associated Banc-Corp
Wisconsin
$1.32M -$10.8K -62 -0.8%
AI
963
AXS Investments
New York
$1.32M +$123K +706 +10%
CWM
964
Chesapeake Wealth Management
Virginia
$1.3M -$18.6K -107 -1%
AG
965
Ascent Group
Virginia
$1.3M -$24.4K -147 -2%
JIC
966
Joel Isaacson & Co
New York
$1.29M – – –
SWMG
967
Signature Wealth Management Group
Georgia
$1.29M -$30.5K -175 -2%
LWP
968
Lumature Wealth Partners
Georgia
$1.29M -$7.49K -43 -0.6%
KS
969
Karpas Strategies
Connecticut
$1.29M -$59.4K -341 -4%
CSC
970
Caldwell Sutter Capital
California
$1.28M +$1.27M +7,312 +18,280%
WC
971
Woodstock Corp
Massachusetts
$1.28M -$155K -888 -11%
IG
972
ING Group
Netherlands
$1.28M -$1.66M -9,531 -57%
FIA
973
Foundations Investment Advisors
Arizona
$1.27M +$564K +3,235 +80%
YIA
974
YHB Investment Advisors
Connecticut
$1.27M +$13.1K +75 +1%
AAM
975
Auxier Asset Management
Oregon
$1.27M – – –
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