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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 %
WAS
1701
Wealth Advisory Solutions
Indiana
$231K +$231K +1,551 New
PPP
1702
Private Portfolio Partners
New Jersey
$231K +$447 +3 +0.2%
PCA
1703
Prosperity Capital Advisors
Ohio
$231K +$37.8K +253 +20%
MA
1704
MONECO Advisors
Connecticut
$230K +$6.72K +45 +3%
ICP
1705
Interchange Capital Partners
Pennsylvania
$230K -$17.3K -116 -7%
MCM
1706
MV Capital Management
Maryland
$229K +$895 +6 +0.4%
ASA
1707
Armstrong Shaw Associates
Connecticut
$229K – – –
WFI
1708
West Family Investments
California
$228K +$1.79K +12 +0.8%
FDS
1709
First Dallas Securities
Texas
$228K -$1.89M -12,656 -89%
MAG
1710
Mayfair Advisory Group
Alabama
$227K – – –
TCA
1711
Transcend Capital Advisors
New Jersey
$227K +$4.03K +27 +2%
TWM
1712
Thrive Wealth Management
Pennsylvania
$227K -$12.5K -84 -5%
ECA
1713
Elevated Capital Advisors
Utah
$227K -$4.18K -28 -2%
CIA
1714
Compass Ion Advisors
Pennsylvania
$227K +$227K +1,519 New
AA
1715
Ancora Advisors
Ohio
$227K +$38.9K +261 +21%
HI
1716
Humankind Investments
New York
$226K -$12.8K -86 -5%
KPWG
1717
KFA Private Wealth Group
Virginia
$226K -$746 -5 -0.3%
NB
1718
Northwest Bancshares
Pennsylvania
$225K – – –
AAS
1719
Annex Advisory Services
Wisconsin
$225K -$48.3K -324 -18%
UBV
1720
United Bank (Virginia)
Virginia
$225K – – –
PAS
1721
Professional Advisory Services
Florida
$224K – – –
WA1
1722
Wimmer Associates 1
California
$224K – – –
RIM
1723
Reliant Investment Management
Tennessee
$224K – – –
DTC
1724
Davidson Trust Company
Washington
$224K +$10.6K +71 +5%
HA
1725
HFG Advisors
Ohio
$223K -$895 -6 -0.4%
67 68
69
70 71