AXP icon

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 %
CWA
2026
Carolina Wealth Advisors
South Carolina
$2.79K – – –
FWM
2027
Focused Wealth Management
New York
$2.61K -$36.6K -210 -93%
BFPW
2028
BOK Financial Private Wealth
Colorado
$2.44K -$5.92K -34 -71%
PVH
2029
Psagot Value Holdings
Israel
$2K +$2K +13 New
CCP
2030
Cunning Capital Partners
North Carolina
$1.75K -$1.66M -10,070 Closed
CJL
2031
Cyrus J. Lawrence
New York
$123 – – –
Comerica Bank
2032
Comerica Bank
Texas
$4 +$4 +50,757 New
ACL
2033
Azora Capital LP
Florida
– -$57M -345,661 Closed
MMH
2034
Menora Mivtachim Holdings
Israel
– -$47M -284,850 Closed
LP
2035
LMR Partners
United Kingdom
– -$42.8M -259,418 Closed
JPMPWA
2036
J.P. Morgan Private Wealth Advisors
California
– -$39.9M -241,694 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2037
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$36.5M -221,557 Closed
ZIC
2038
ZWJ Investment Counsel
Georgia
– -$33.2M -201,242 Closed
CPC
2039
Cookson Peirce & Co
Pennsylvania
– -$14.3M -86,583 Closed
PE
2040
Point72 Europe
United Kingdom
– -$12.1M -73,633 Closed
AM
2041
AGF Management
Ontario, Canada
– -$11.8M -71,760 Closed
ACM
2042
Aquatic Capital Management
Illinois
– -$11.7M -70,900 Closed
Alyeska Investment Group
2043
Alyeska Investment Group
Illinois
– -$11.6M -70,619 Closed
TI
2044
Trexquant Investment
Connecticut
– -$11.3M -68,699 Closed
UM
2045
Ulysses Management
New York
– -$7.26M -44,000 Closed
LOAME
2046
Lombard Odier Asset Management (Europe)
United Kingdom
– -$5.91M -35,857 Closed
RL
2047
Ruffer LLP
United Kingdom
– -$5.66M -34,311 Closed
SCM
2048
Sandler Capital Management
New York
– -$5.52M -33,448 Closed
IMC Chicago
2049
IMC Chicago
Illinois
– -$5.44M -32,952 Closed
CM
2050
Crestline Management
Texas
– -$4.95M -30,000 Closed
80 81
82
83 84