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American Express
AXP

Overview Fund Activity

2,039 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,039
Holders Change
+42
Holders Change %
+2.1%
% of All Funds
32.64%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
184
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.13B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.05B
3
Jennison Associates
3
Jennison Associates
New York
$212M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$574M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$421M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$85M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$2.11B
3
State Street
3
State Street
Massachusetts
$4.92B
4
Holocene Advisors
4
Holocene Advisors
New York
$23.3M
5
Barclays
5
Barclays
United Kingdom
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Cacti Asset Management
Georgia
$78.4M – – –
LPL Financial
127
LPL Financial
California
$78.3M +$3.47M +21,025 +5%
Stifel Financial
128
Stifel Financial
Missouri
$78M +$937K +5,680 +1%
US Bancorp
129
US Bancorp
Minnesota
$77.8M -$2.61M -15,820 -3%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$77.4M +$11.8M +71,346 +18%
BGIM
131
Brandywine Global Investment Management
Pennsylvania
$76.3M -$68.5M -415,195 -47%
Victory Capital Management
132
Victory Capital Management
Texas
$75.1M -$13.7M -83,180 -15%
Adage Capital Partners
133
Adage Capital Partners
Massachusetts
$74.4M -$21.8M -132,000 -23%
GLA
134
Great Lakes Advisors
Illinois
$74.4M +$23.6M +143,197 +47%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$74.4M -$28.7M -174,269 -28%
PRO
136
Pensioenfonds Rail & OV
Netherlands
$71.7M – – –
Los Angeles Capital Management
137
Los Angeles Capital Management
California
$71.3M -$4.89M -29,655 -6%
Swedbank
138
Swedbank
Sweden
$71M -$883K -5,356 -1%
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$69.7M +$40.3M +244,324 +137%
AIMCA
140
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$69.4M +$2.39M +14,500 +4%
Aviva
141
Aviva
United Kingdom
$67.4M +$199K +1,204 +0.3%
Capital Fund Management (CFM)
142
Capital Fund Management (CFM)
France
$66.6M +$11.1M +67,094 +20%
HighTower Advisors
143
HighTower Advisors
Illinois
$66.4M -$1.45M -8,819 -2%
KBC Group
144
KBC Group
Belgium
$65.9M +$2.05M +12,416 +3%
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$62M – – –
BNP Paribas Asset Management
146
BNP Paribas Asset Management
France
$61.4M -$7.29M -44,187 -11%
HP
147
Hosking Partners
United Kingdom
$60.7M -$11.8M -71,734 -16%
Fayez Sarofim & Co
148
Fayez Sarofim & Co
Texas
$60.2M -$32.8M -198,574 -35%
Neuberger Berman Group
149
Neuberger Berman Group
New York
$59.1M +$624K +3,783 +1%
Chevy Chase Trust
150
Chevy Chase Trust
Maryland
$58.5M +$329K +1,992 +0.6%
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