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American Express
AXP

Overview Fund Activity

1,982 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, 737 increasing their positions, 741 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,982
Holders Change
-48
Holders Change %
-2.36%
% of All Funds
31.61%
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
737
Reduced
741
Closed
166
Calls
$1.22B
Puts
$1.92B
Net Calls
-$697M
Net Calls Change
-$578M

Top Buyers

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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.04B
2
BlackRock
2
BlackRock
New York
$6.37B
3
Jennison Associates
3
Jennison Associates
New York
$28.9M
4
State Street
4
State Street
Massachusetts
$4.33B
5
Fisher Asset Management
5
Fisher Asset Management
Washington
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCC
2001
Steel Canyon Capital
Arizona
– -$3.49M -20,048 Closed
VAS
2002
Vestmark Advisory Solutions
Massachusetts
– -$3.08M -17,679 Closed
TCM
2003
Twin Capital Management
Pennsylvania
– -$2.62M -15,067 Closed
KWILP
2004
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$2.61M -14,978 Closed
BP
2005
BBR Partners
New York
– -$2.22M -12,769 Closed
SCP
2006
Stamos Capital Partners
California
– -$1.99M -11,410 Closed
SFS
2007
Sowell Financial Services
Arkansas
– -$1.9M -10,904 Closed
LOAMS
2008
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.74M -10,017 Closed
FMI
2009
F/M Investments
District of Columbia
– -$1.57M -9,028 Closed
HCP
2010
Hiddenite Capital Partners
New York
– -$1.48M -8,500 Closed
TPA
2011
Trivium Point Advisory
Connecticut
– -$1.33M -7,608 Closed
NIG
2012
NFJ Investment Group
Texas
– -$1.21M -6,929 Closed
SBH
2013
Segall Bryant & Hamill
Illinois
– -$1.18M -6,777 Closed
VCM
2014
Vetamer Capital Management
California
– -$1.17M -6,719 Closed
IIA
2015
IPG Investment Advisors
California
– -$1.14M -6,537 Closed
Jacobs Levy Equity Management
2016
Jacobs Levy Equity Management
New Jersey
– -$1.06M -6,068 Closed
SF
2017
Symphony Financial
Texas
– -$1.01M -5,867 Closed
HVM
2018
Harvest Volatility Management
Connecticut
– -$961K -5,519 Closed
CA
2019
Crewe Advisors
Utah
– -$944K -5,417 Closed
CP
2020
Cumberland Partners
Ontario, Canada
– -$915K -5,250 Closed
AG
2021
Algert Global
California
– -$891K -5,112 Closed
MFS
2022
Monetta Financial Services
Illinois
– -$871K -5,000 Closed
GIM
2023
Guardian Investment Management
California
– -$817K -4,692 Closed
ACM
2024
Advisors Capital Management
New Jersey
– -$807K -4,632 Closed
UH
2025
Unigestion Holding
Switzerland
– -$758K -4,404 Closed
79 80
81
82 83