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American Express
AXP

Overview Fund Activity

2,030 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, 767 reducing their positions, and 127 closing their positions.

Holders
2,030
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
32.02%
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
767
Closed
127
Calls
$1.65B
Puts
$1.77B
Net Calls
-$119M
Net Calls Change
-$312M

Top Buyers

1
Swiss National Bank
1
Swiss National Bank
Switzerland
$398M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.15B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.03B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$517M
5
Jennison Associates
5
Jennison Associates
New York
$369M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$43.1M
2
EWA
2
EP Wealth Advisors
California
$3.41M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$2.01B
4
SC
4
Samlyn Capital
New York
$35.5M
5
Millennium Management
5
Millennium Management
New York
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
76
Gabelli Funds
New York
$147M +$453K +2,600 +0.3%
WIM
77
Waverton Investment Management
United Kingdom
$146M +$3.13M +18,001 +2%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$144M +$4.12M +23,640 +3%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$142M -$21.3M -121,643 -13%
CI Investments Inc
80
CI Investments Inc
Ontario, Canada
$135M -$38.1M -218,711 -22%
DZ Bank
81
DZ Bank
Germany
$134M +$38.4M +220,491 +40%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$131M +$47.4M +272,058 +57%
Kovitz Investment Group Partners
83
Kovitz Investment Group Partners
Illinois
$129M +$27.8M +159,445 +28%
William Blair & Company
84
William Blair & Company
Illinois
$122M +$3.48M +19,961 +3%
GI
85
GAMCO Investors
Connecticut
$121M -$9.26M -53,177 -7%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$120M +$7.77M +44,612 +7%
Principal Financial Group
87
Principal Financial Group
Iowa
$118M -$1.57M -8,999 -1%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$116M -$6.26M -35,927 -5%
Macquarie Group
89
Macquarie Group
Australia
$116M -$8.21M -47,115 -7%
DLA
90
Douglas Lane & Associates
New York
$115M -$2.52M -14,447 -2%
Luther King Capital Management (LKCM)
91
Luther King Capital Management (LKCM)
Texas
$115M +$477K +2,738 +0.4%
EIP
92
Epoch Investment Partners
New York
$113M +$14.9M +85,423 +15%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$112M -$10.6M -60,832 -9%
Parnassus Investments
94
Parnassus Investments
California
$112M – – –
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$110M -$8.43M -48,368 -7%
Toronto Dominion Bank
96
Toronto Dominion Bank
Ontario, Canada
$107M -$30.4M -174,546 -22%
RJA
97
Raymond James & Associates
Florida
$106M +$11.1M +63,954 +12%
Korea Investment Corp
98
Korea Investment Corp
South Korea
$102M +$10.5M +60,441 +11%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$101M -$2.82M -16,186 -3%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$101M +$16.2M +93,026 +19%
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4
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