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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 %
RJA
101
Raymond James & Associates
Florida
$91.7M +$1.21M +8,100 +1%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$90.7M -$3.73M -24,990 -4%
KBC Group
103
KBC Group
Belgium
$87.8M +$2.87M +19,233 +3%
Brown Advisory
104
Brown Advisory
Maryland
$87.8M +$2.45M +16,405 +3%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$86.5M -$1.3M -8,685 -1%
First Manhattan
106
First Manhattan
New York
$83.6M -$1.07M -7,197 -1%
CCMG
107
Clark Capital Management Group
Pennsylvania
$82.3M +$762K +5,108 +0.9%
Prudential Financial
108
Prudential Financial
New Jersey
$81.2M -$3.85M -25,835 -5%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$80.1M -$3.5M -23,451 -4%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$78M -$3.51M -23,532 -4%
Citigroup
111
Citigroup
New York
$76.6M -$7.59M -50,865 -9%
LPL Financial
112
LPL Financial
California
$76M +$1.38M +9,238 +2%
FI
113
Focused Investors
California
$74.9M -$1.07M -7,200 -1%
Stifel Financial
114
Stifel Financial
Missouri
$74.7M +$2.58M +17,283 +4%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$74.6M +$14.9M +99,813 +25%
HighTower Advisors
116
HighTower Advisors
Illinois
$74.1M +$10.4M +69,779 +16%
EIC
117
Equity Investment Corp
Georgia
$73.9M +$858K +5,753 +1%
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
$73.7M -$100M -673,083 -58%
CIC
119
Crawford Investment Counsel
Georgia
$73.2M -$138K -928 -0.2%
Mitsubishi UFJ Trust & Banking
120
Mitsubishi UFJ Trust & Banking
Japan
$72.4M -$2.14M -14,350 -3%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$72.3M -$535K -3,584 -0.7%
MG
122
Markel Group
Virginia
$72.2M – – –
SO
123
STRS Ohio
Ohio
$72.2M -$211K -1,413 -0.3%
HCL
124
Heard Capital LLC
Illinois
$71.4M +$14.9M +99,983 +26%
Allianz Asset Management
125
Allianz Asset Management
Germany
$71.2M -$75.2M -504,340 -51%
3 4
5
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