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American Express
AXP

Overview Fund Activity

1,983 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, 738 increasing their positions, 741 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,983
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.62%
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
738
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$211M
2
Harris Associates
Harris Associates
Illinois
$436M
3
Holocene Advisors
Holocene Advisors
New York
$208M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$219M
5
Two Sigma Investments
Two Sigma Investments
New York
$117M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.04B
2
BlackRock
BlackRock
New York
$6.37B
3
Jennison Associates
Jennison Associates
New York
$28.9M
4
State Street
State Street
Massachusetts
$4.33B
5
Fisher Asset Management
Fisher Asset Management
Washington
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
1651
Kolinsky Wealth Management
New Jersey
$252K +$12.4K +83 +5%
HIG
1652
Heritage Investment Group
Florida
$251K +$16.3K +109 +7%
HCA
1653
Hyperion Capital Advisors
New York
$251K +$251K +1,680 New
WP
1654
WealthSpring Partners
California
$250K +$21.3K +143 +9%
ACI
1655
Alpha Cubed Investments
California
$250K -$13.3K -89 -5%
BOM
1656
Bank of Marin
California
$250K – – –
SS
1657
Sunbelt Securities
Texas
$250K +$56.4K +378 +29%
DWM
1658
Drive Wealth Management
Utah
$248K +$6.27K +42 +3%
FA
1659
Fagan Associates
New York
$248K – – –
SC
1660
Schubert & Co
Texas
$247K +$1.04K +7 +0.4%
SIA
1661
Soltis Investment Advisors
Utah
$247K -$120K -805 -33%
OA
1662
Oxbow Advisors
Texas
$247K – – –
GC
1663
Gratus Capital
Georgia
$246K +$246K +1,652 New
SCM
1664
SKBA Capital Management
California
$246K – – –
HR
1665
Howe & Rusling
New York
$246K +$2.39K +16 +1%
CHC
1666
City Holding Co
West Virginia
$245K -$298 -2 -0.1%
RA
1667
Ruggaard & Associates
Ohio
$245K -$2.39K -16 -1%
NRI
1668
NFP Retirement Inc
California
$244K -$4.92K -33 -2%
CPIA
1669
Cornell Pochily Investment Advisors
New York
$243K +$448 +3 +0.2%
AA
1670
Aire Advisors
California
$243K +$149 +1 +0.1%
MSCM
1671
McElhenny Sheffield Capital Management
Texas
$243K – – –
SGK
1672
Steigerwald Gordon & Koch
Virginia
$242K – – –
TNAM
1673
Terra Nova Asset Management
New York
$242K – – –
FOA
1674
Five Oceans Advisors
California
$242K -$149 -1 -0.1%
SIAP
1675
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$241K +$149 +1 +0.1%
65 66
67
68 69