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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 %
CIA
1001
Citadel Investment Advisory
Ohio
$1.2M – – –
PSB
1002
Piscataqua Savings Bank
New Hampshire
$1.2M – – –
SWA
1003
SOA Wealth Advisors
New York
$1.2M -$7.32K -42 -0.6%
PP
1004
Patten & Patten
Tennessee
$1.2M -$14.6K -84 -1%
FHA
1005
First Horizon Advisors
Tennessee
$1.19M +$417K +2,394 +54%
CCMT
1006
CMT Capital Markets Trading
Germany
$1.19M -$482K -2,765 -29%
ST
1007
Smithfield Trust
Pennsylvania
$1.19M -$56K -322 -5%
PCM
1008
Penserra Capital Management
California
$1.18M +$678K +3,895 +134%
SBH
1009
Segall Bryant & Hamill
Illinois
$1.18M +$8.88K +51 +0.8%
IWP
1010
Icon Wealth Partners
Texas
$1.18M +$18.1K +104 +2%
BB
1011
Busey Bank
Illinois
$1.18M -$68.3K -392 -5%
GW
1012
GW & Wade
Massachusetts
$1.18M +$4.71K +27 +0.4%
BTWM
1013
Baker Tilly Wealth Management
Wisconsin
$1.17M +$62.7K +360 +6%
VCM
1014
Vetamer Capital Management
California
$1.17M -$566K -3,247 -33%
DI
1015
Diligent Investors
California
$1.16M +$205K +1,175 +21%
EGM
1016
Engineers Gate Manager
New York
$1.15M +$454K +2,606 +65%
PWP
1017
Principle Wealth Partners
Connecticut
$1.15M +$39.2K +225 +4%
AWA
1018
Arete Wealth Advisors
Illinois
$1.15M -$377K -2,163 -25%
DPIM
1019
Duff & Phelps Investment Management
Illinois
$1.14M – – –
IIA
1020
IPG Investment Advisors
California
$1.14M +$897K +5,150 +371%
CFM
1021
Coronation Fund Managers
South Africa
$1.14M +$13.6K +78 +1%
CCA
1022
Checchi Capital Advisers
California
$1.14M +$26.7K +153 +2%
MOS
1023
MGO One Seven
Ohio
$1.13M -$99.5K -571 -8%
CFG
1024
Carr Financial Group
Massachusetts
$1.13M – – –
DBT
1025
Dubuque Bank & Trust
Iowa
$1.12M +$37.6K +216 +3%
39 40
41
42 43