AXP icon

American Express
AXP

Overview Fund Activity

1,982 hedge funds and large institutions have $91.3B invested in American Express in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 737 increasing their positions, 741 reducing their positions, and 166 closing their positions.

Holders
1,982
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.61%
Holding in Top 10
32
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-37.25%
% of All Funds
0.51%
New
146
Increased
737
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$211M
2
Harris Associates
2
Harris Associates
Illinois
$436M
3
Holocene Advisors
3
Holocene Advisors
New York
$208M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$219M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$117M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.04B
2
BlackRock
2
BlackRock
New York
$6.37B
3
Jennison Associates
3
Jennison Associates
New York
$28.9M
4
State Street
4
State Street
Massachusetts
$4.33B
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
76
Mitsubishi UFJ Asset Management
Japan
$132M +$8.86M +59,394 +7%
WIM
77
Waverton Investment Management
United Kingdom
$130M +$5.12M +34,298 +4%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$125M +$88.5M +592,972 +240%
GF
79
Gabelli Funds
New York
$124M -$1.34M -9,000 -1%
Citadel Advisors
80
Citadel Advisors
Florida
$123M -$5.66M -37,910 -4%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$121M +$34.9M +233,621 +40%
Two Sigma Investments
82
Two Sigma Investments
New York
$117M +$115M +771,851 +6,078%
Canada Pension Plan Investment Board
83
Canada Pension Plan Investment Board
Ontario, Canada
$112M -$549K -3,680 -0.5%
QP
84
Quilter Plc
United Kingdom
$108M +$9.35M +9,369 +10%
William Blair & Company
85
William Blair & Company
Illinois
$106M +$1.51M +10,130 +1%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$103M +$16.4M +109,629 +19%
CI Investments Inc
87
CI Investments Inc
Ontario, Canada
$102M -$13.7M -91,617 -12%
CF
88
Canoe Financial
Alberta, Canada
$100M +$100M +495,380 New
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$99.6M -$10.7M -71,432 -10%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$99.4M +$25M +167,332 +34%
Luther King Capital Management (LKCM)
91
Luther King Capital Management (LKCM)
Texas
$98.8M +$472K +3,161 +0.5%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$98.6M -$4.35M -29,161 -4%
Macquarie Group
93
Macquarie Group
Australia
$98M -$1.46M -9,779 -1%
DLA
94
Douglas Lane & Associates
New York
$97.6M -$1.31M -8,761 -1%
GI
95
GAMCO Investors
Connecticut
$97.5M -$6.32M -42,364 -6%
Principal Financial Group
96
Principal Financial Group
Iowa
$97.3M -$3.81M -25,537 -4%
EIP
97
Epoch Investment Partners
New York
$97M +$338K +2,266 +0.3%
Parnassus Investments
98
Parnassus Investments
California
$95.9M – – –
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$92.8M -$6.76M -45,308 -7%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$92.3M -$4.06M -27,203 -4%
2 3
4
5 6