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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
1
Swiss National Bank
Switzerland
$398M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.15B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$4.03B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$517M
5
Jennison Associates
5
Jennison Associates
New York
$369M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$43.1M
2
EWA
2
EP Wealth Advisors
California
$3.41M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$2.01B
4
SC
4
Samlyn Capital
New York
$35.5M
5
Millennium Management
5
Millennium Management
New York
$77.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCT
1876
First Community Trust
Iowa
$119K -$10.8K -62 -8%
AT
1877
Avalon Trust
New Mexico
$119K +$50.5K +290 +73%
PWMG
1878
Prestige Wealth Management Group
New Jersey
$119K – – –
LCM
1879
Logan Capital Management
Pennsylvania
$116K – – –
BWM
1880
BerganKDV Wealth Management
Minnesota
$115K -$14.1K -81 -11%
FMP
1881
Financial Management Professionals
Texas
$115K -$1.22K -7 -1%
CAC
1882
Core Alternative Capital
Georgia
$114K +$2.96K +17 +3%
RFA
1883
Resurgent Financial Advisors
Georgia
$113K -$1.05K -6 -0.9%
FFC
1884
First Financial Corp
Indiana
$112K +$6.62K +38 +6%
VCM
1885
Versant Capital Management
Arizona
$112K +$871 +5 +0.8%
AW
1886
Avion Wealth
Texas
$111K +$3.48K +20 +3%
TF
1887
TimeScale Financial
Massachusetts
$111K +$174 +1 +0.2%
AP
1888
Arlington Partners
Alabama
$106K -$43K -247 -29%
TFM
1889
TFC Financial Management
Massachusetts
$105K +$871 +5 +0.8%
CAS
1890
Coppell Advisory Solutions
Texas
$104K +$104K +603 New
HFS
1891
Hantz Financial Services
Michigan
$103K -$150K -864 -59%
WP
1892
WealthPLAN Partners
Nebraska
$101K -$17.4K -100 -15%
OP
1893
ORG Partners
Indiana
$100K +$100K +575 New
WCMN
1894
Westchester Capital Management (Nebraska)
Nebraska
$97.6K – – –
CIA
1895
Cape Investment Advisory
Georgia
$96K +$174 +1 +0.2%
FA
1896
Fiduciary Alliance
South Carolina
$94.4K +$94.4K +542 New
CWA
1897
Core Wealth Advisors
Florida
$94.2K – – –
SGC
1898
Slocum, Gordon & Co
Rhode Island
$92.8K – – –
CH
1899
Canton Hathaway
Rhode Island
$92K – – –
BAM
1900
Bosun Asset Management
Illinois
$91K +$91K +522 New
74 75
76
77 78