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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.

New
Increased
Maintained
Reduced
Closed
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 %
Brown Advisory
101
Brown Advisory
Maryland
$99.7M +$2.9M +16,662 +3%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$99.6M +$21M +120,603 +27%
Man Group
103
Man Group
United Kingdom
$99.6M +$99.6M +571,581 New
Prudential Financial
104
Prudential Financial
New Jersey
$99.3M +$4.28M +24,546 +4%
KBC Group
105
KBC Group
Belgium
$99.2M +$29.7M +170,277 +43%
First Manhattan
106
First Manhattan
New York
$98.9M -$1.28M -7,326 -1%
Citigroup
107
Citigroup
New York
$98.4M -$2.44M -14,016 -2%
QP
108
Quilter Plc
United Kingdom
$97.7M +$323K +326 +0.3%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$97.4M -$6.22M -35,779 -6%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$95.2M +$8.07M +46,320 +9%
CCMG
111
Clark Capital Management Group
Pennsylvania
$95.2M +$1.24M +7,114 +1%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$94.6M +$44.9M +257,896 +90%
JCM
113
Junto Capital Management
New York
$92M -$32.2M -184,765 -26%
FI
114
Focused Investors
California
$88.7M -$479K -2,750 -0.5%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$87.6M -$12.4M -71,201 -12%
LPL Financial
116
LPL Financial
California
$87.1M +$4.39M +25,173 +5%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$87M -$534K -3,066 -0.6%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$86.9M +$5.13M +29,466 +6%
CIC
119
Crawford Investment Counsel
Georgia
$85.6M -$231K -1,327 -0.3%
EIC
120
Equity Investment Corp
Georgia
$85.2M -$336K -1,926 -0.4%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$85.1M -$7.11M -40,836 -8%
SO
122
STRS Ohio
Ohio
$84.5M -$6.06M -34,776 -7%
MG
123
Markel Group
Virginia
$84.4M – – –
Stifel Financial
124
Stifel Financial
Missouri
$84.2M +$1.85M +10,603 +2%
CAM
125
Cacti Asset Management
Georgia
$82.8M – – –
3 4
5
6 7