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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 %
LRPA
1126
L. Roy Papp & Associates
Arizona
$821K -$87.1K -500 -10%
SI
1127
Saxon Interests
Texas
$821K +$6.1K +35 +0.7%
FAM
1128
Fred Alger Management
New York
$820K – – –
KTC
1129
Kistler-Tiffany Companies
Pennsylvania
$819K -$2.09K -12 -0.3%
GIM
1130
Guardian Investment Management
California
$817K +$817K +4,692 New
RSWM
1131
Robertson Stephens Wealth Management
California
$814K -$184K -1,058 -18%
HCM
1132
Hall Capital Management
Rhode Island
$811K +$113K +648 +16%
ACM
1133
Advisors Capital Management
New Jersey
$807K +$32.8K +188 +4%
UM
1134
UniSuper Management
Australia
$801K +$801K +4,600 New
FNBOSM
1135
First National Bank of South Miami
Florida
$801K -$131K -752 -14%
SL
1136
Sentry LLC
Tennessee
$800K – – –
IP
1137
Ignite Planners
California
$799K +$16.6K +98 +2%
PIM
1138
Profit Investment Management
Maryland
$799K +$2.27K +13 +0.3%
VCP
1139
Verus Capital Partners
Arizona
$797K -$26.5K -152 -3%
BMA
1140
Brooks Moore & Associates
Tennessee
$792K – – –
BAAM
1141
Baker Avenue Asset Management
California
$792K -$59.8K -343 -7%
RCM
1142
RB Capital Management
Nevada
$789K +$3.83K +22 +0.5%
LIM
1143
Leavell Investment Management
Alabama
$788K – – –
ZF
1144
Zhang Financial
Michigan
$787K +$249K +1,428 +46%
CWP
1145
Capital Wealth Planning
Florida
$786K -$2.61K -15 -0.3%
SC
1146
Schulhoff & Co
Ohio
$782K – – –
AG
1147
AIA Group
Hong Kong
$782K +$782K +4,488 New
CL
1148
Choreo LLC
Illinois
$780K -$101K -582 -11%
AFG
1149
Allegheny Financial Group
Pennsylvania
$780K +$348 +2 +0%
CI
1150
Conning Inc
Connecticut
$780K -$196K -1,124 -20%
44 45
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