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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 %
MC
1251
Maverick Capital
Texas
$615K +$615K +3,529 New
SIC
1252
Sigma Investment Counselors
Michigan
$614K – – –
KFS
1253
Kurt F. Somerville
$614K -$4.36K -25 -0.7%
UAML
1254
US Asset Management LLC
Pennsylvania
$614K -$697 -4 -0.1%
TAM
1255
Trillium Asset Management
Massachusetts
$614K +$49.3K +283 +9%
IIM
1256
Ipswich Investment Management
Massachusetts
$612K -$8.71K -50 -1%
GVAG
1257
Great Valley Advisor Group
Delaware
$609K -$154K -884 -20%
RIA
1258
Richwood Investment Advisors
Ohio
$609K -$11.1K -64 -2%
PWG
1259
Portside Wealth Group
Utah
$609K +$609K +3,495 New
USB
1260
Union Savings Bank
Connecticut
$607K +$607K +3,596 New
KA
1261
Kovack Advisors
Florida
$604K -$20K -115 -3%
ACS
1262
Archford Capital Strategies
Illinois
$603K -$5.54K -33 -0.9%
AI
1263
Accredited Investors
Minnesota
$601K +$75.1K +431 +14%
BCG
1264
Breakwater Capital Group
New Jersey
$601K – – –
SXL
1265
Summit X LLC
Missouri
$600K +$697 +4 +0.1%
EI
1266
Ellevest Inc
New York
$600K -$33.4K -192 -5%
TW
1267
Transform Wealth
Colorado
$599K -$12.4K -71 -2%
DWM
1268
Defined Wealth Management
Oregon
$595K -$5.23K -30 -0.9%
SRAM
1269
Spouting Rock Asset Management
Pennsylvania
$593K – – –
MFG
1270
MidWestOne Financial Group
Iowa
$593K – – –
SWS
1271
SYSTM Wealth Solutions
Illinois
$591K +$115K +663 +24%
PTC
1272
Philadelphia Trust Company
Pennsylvania
$585K – – –
WW
1273
Waterfront Wealth
Kansas
$584K -$199K -1,188 -25%
CIC
1274
Carnegie Investment Counsel
Ohio
$584K -$5.05K -29 -0.9%
AF
1275
Arrow Financial
New York
$583K -$9.06K -52 -2%
49 50
51
52 53