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American Express
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Overview Fund Activity

2,039 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,039
Holders Change
+42
Holders Change %
+2.1%
% of All Funds
32.64%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
184
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.13B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.05B
3
Jennison Associates
3
Jennison Associates
New York
$212M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$574M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$421M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$85M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$2.11B
3
State Street
3
State Street
Massachusetts
$4.92B
4
Holocene Advisors
4
Holocene Advisors
New York
$23.3M
5
Barclays
5
Barclays
United Kingdom
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$152M +$12.8M +77,325 +9%
TAM
77
Timucuan Asset Management
Florida
$144M +$1.8M +10,903 +1%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$140M +$41.9M +254,300 +43%
GF
79
Gabelli Funds
New York
$139M -$3.72M -22,550 -3%
Two Sigma Investments
80
Two Sigma Investments
New York
$137M +$9.04M +54,783 +7%
WIM
81
Waverton Investment Management
United Kingdom
$135M -$3.09M -18,708 -2%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$132M +$5.76M +34,948 +5%
Toronto Dominion Bank
83
Toronto Dominion Bank
Ontario, Canada
$130M +$58.5M +354,967 +82%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$125M +$29.1M +176,473 +30%
GI
85
GAMCO Investors
Connecticut
$124M -$10.3M -62,704 -8%
Renaissance Technologies
86
Renaissance Technologies
New York
$123M +$69.9M +423,913 +131%
Macquarie Group
87
Macquarie Group
Australia
$118M +$5.65M +34,245 +5%
JCM
88
Junto Capital Management
New York
$118M +$60.1M +364,554 +105%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$117M +$30.2M +183,175 +35%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$116M -$1.07M -6,502 -0.9%
Principal Financial Group
91
Principal Financial Group
Iowa
$113M +$846K +5,126 +0.8%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$112M -$1.32M -7,980 -1%
William Blair & Company
93
William Blair & Company
Illinois
$112M +$4.4M +26,666 +4%
DLA
94
Douglas Lane & Associates
New York
$112M -$2.17M -13,156 -2%
Luther King Capital Management (LKCM)
95
Luther King Capital Management (LKCM)
Texas
$108M -$5.94M -35,987 -5%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$106M +$13.5M +81,693 +14%
Parnassus Investments
97
Parnassus Investments
California
$106M – – –
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$98.5M -$24.9M -150,779 -20%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$98.1M -$3.01M -18,299 -3%
QP
100
Quilter Plc
United Kingdom
$97.4M -$5.97M -6,009 -6%
2 3
4
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