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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 %
PCM
151
PAR Capital Management
Massachusetts
$52.2M – – –
BMO
152
Beck Mack & Oliver
New York
$52.2M +$3.25M +21,813 +7%
Neuberger Berman Group
153
Neuberger Berman Group
New York
$51.9M +$732K +4,908 +1%
BHC
154
Bowen Hanes & Co
Florida
$51.8M +$505K +3,385 +1%
Asset Management One
155
Asset Management One
Japan
$51M +$476K +3,190 +0.9%
Balyasny Asset Management
156
Balyasny Asset Management
Illinois
$50.7M +$35.1M +235,336 +225%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$50.1M +$49.8M +333,602 +15,171%
Chevy Chase Trust
158
Chevy Chase Trust
Maryland
$50.1M -$2.25M -15,071 -4%
Jane Street
159
Jane Street
New York
$49.7M +$8.96M +60,029 +22%
HP
160
Hosking Partners
United Kingdom
$49.2M -$9.68M -64,861 -16%
PCM
161
Prana Capital Management
Connecticut
$48.8M +$33.3M +223,101 +214%
Calamos Advisors
162
Calamos Advisors
Illinois
$48.3M +$43.7K +293 +0.1%
CI
163
Cambiar Investors
Colorado
$47.3M +$1.79M +11,982 +4%
MSV
164
MN Services Vermogensbeheer
Netherlands
$46.1M +$835K +5,600 +2%
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$46M +$17.1M +114,398 +59%
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$46M -$29.1M -194,834 -39%
VOYA Investment Management
167
VOYA Investment Management
Georgia
$45.8M -$3.5M -23,467 -7%
Ohio Public Employees Retirement System (OPERS)
168
Ohio Public Employees Retirement System (OPERS)
Ohio
$45.3M -$3.23M -21,632 -7%
Aviva
169
Aviva
United Kingdom
$44.9M -$10.2M -68,230 -18%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$44.7M +$833K +5,585 +2%
KeyBank National Association
171
KeyBank National Association
Ohio
$44M +$3.05M +20,453 +7%
SMDAM
172
Sumitomo Mitsui DS Asset Management
Japan
$42.7M +$1.24M +8,319 +3%
Treasurer of the State of North Carolina
173
Treasurer of the State of North Carolina
North Carolina
$42.7M +$149K +1,002 +0.4%
Truist Financial
174
Truist Financial
North Carolina
$42.6M +$3.43M +23,017 +9%
SEI Investments
175
SEI Investments
Pennsylvania
$42.5M -$2.47M -16,527 -5%
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