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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 %
CPRC
1626
Consolidated Portfolio Review Corp
New York
$299K – – –
W
1627
Wealthquest
Ohio
$299K – – –
CFP
1628
Catalyst Financial Partners
Massachusetts
$297K +$58K +333 +24%
ZCI
1629
Zevenbergen Capital Investments
Washington
$296K – – –
FBB
1630
Fulton Breakefield Broenniman
Maryland
$296K -$53.3K -306 -15%
SN
1631
Sittner & Nelson
Oregon
$295K +$348 +2 +0.1%
KFP
1632
KB Financial Partners
New Jersey
$295K -$572K -3,281 -66%
RPCONE
1633
Retirement Planning Company of New England
Rhode Island
$295K -$174 -1 -0.1%
CS
1634
Comerica Securities
Michigan
$293K -$4.53K -26 -2%
BOM
1635
Bank of Marin
California
$292K – – –
BFC
1636
Blue Fin Capital
Rhode Island
$292K – – –
CCWM
1637
Cassaday & Co Wealth Management
Virginia
$291K -$88.8K -510 -23%
NRI
1638
NFP Retirement Inc
California
$291K – – –
TA
1639
Tiedemann Advisors
New York
$290K +$290K +1,666 New
FA
1640
Fagan Associates
New York
$289K -$54.9K -315 -16%
RA
1641
Ruggaard & Associates
Ohio
$288K -$22.3K -128 -7%
FPW
1642
Flagship Private Wealth
Massachusetts
$288K – – –
OA
1643
Oxbow Advisors
Texas
$288K – – –
SCM
1644
SKBA Capital Management
California
$287K -$17.4K -100 -6%
SC
1645
Schubert & Co
Texas
$287K +$697 +4 +0.2%
ICP
1646
Interchange Capital Partners
Pennsylvania
$287K -$436K -2,504 -60%
CAM
1647
Cozad Asset Management
Illinois
$287K +$34.1K +196 +14%
APWA
1648
Atlas Private Wealth Advisors
New Jersey
$287K +$287K +1,646 New
CHC
1649
City Holding Co
West Virginia
$286K – – –
RW
1650
Rede Wealth
Virginia
$286K – – –
64 65
66
67 68