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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 %
MFG
976
Monte Financial Group
Connecticut
$1.26M +$14.5K +83 +1%
OWP
977
Obermeyer Wealth Partners
Colorado
$1.26M – – –
LDB
978
Lee, Danner & Bass
Tennessee
$1.26M +$2.09K +12 +0.2%
CI
979
Cigna Investments
Connecticut
$1.26M -$10.1K -58 -0.8%
FPCP
980
Fort Point Capital Partners
California
$1.26M +$2.61K +15 +0.2%
STC
981
Sarah T. Connolly
$1.25M -$14.8K -85 -1%
BL
982
Balentine LLC
Georgia
$1.25M +$1.39K +8 +0.1%
SP
983
Symmetry Partners
Connecticut
$1.25M +$65.5K +376 +6%
CGL
984
Clarius Group LLC
Washington
$1.25M -$23.7K -136 -2%
VC
985
Veracity Capital
Georgia
$1.25M +$1.74K +10 +0.1%
VST
986
Van Strum & Towne
California
$1.24M – – –
TPW
987
Transatlantique Private Wealth
New York
$1.24M -$2.61K -15 -0.2%
AIP
988
Ameritas Investment Partners
Nebraska
$1.23M -$44.2K -254 -3%
IA
989
Insight Advisors
Pennsylvania
$1.23M -$1.92K -11 -0.2%
ML
990
McAdam LLC
Pennsylvania
$1.23M +$26.7K +153 +2%
TC
991
Telemus Capital
Michigan
$1.22M -$20.2K -116 -2%
EAM
992
EdenTree Asset Management
United Kingdom
$1.22M +$1.22M +7,000 New
TA
993
Townsend & Associates
Colorado
$1.22M +$96.2K +578 +9%
LCS
994
Levin Capital Strategies
New York
$1.21M +$331K +1,900 +38%
RWM
995
Ritholtz Wealth Management
New York
$1.21M -$3.14K -18 -0.3%
TAM
996
Trust Asset Management
Texas
$1.21M – – –
NIG
997
NFJ Investment Group
Texas
$1.21M -$458K -2,629 -28%
SA
998
SRN Advisors
Pennsylvania
$1.2M -$113K -650 -9%
BFG
999
Beacon Financial Group
Texas
$1.2M +$12K +70 +1%
JFG
1000
Jefferies Financial Group
New York
$1.2M -$2.58M -14,834 -68%
38 39
40
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