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American Express
AXP

Overview Fund Activity

2,040 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 185 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,040
Holders Change
+43
Holders Change %
+2.15%
% of All Funds
32.65%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
185
Increased
746
Reduced
734
Closed
100
Calls
$2.08B
Puts
$1.89B
Net Calls
+$192M
Net Calls Change
+$352M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.13B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.05B
3
Jennison Associates
3
Jennison Associates
New York
$212M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$574M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$421M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$85M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$2.11B
3
State Street
3
State Street
Massachusetts
$4.92B
4
Holocene Advisors
4
Holocene Advisors
New York
$23.3M
5
Barclays
5
Barclays
United Kingdom
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
2051
Jump Financial
Illinois
– -$4.95M -33,515 Closed
RIA
2052
RPG Investment Advisory
California
– -$4.24M -28,718 Closed
GTCM
2053
Gyon Technologies Capital Management
New Jersey
– -$2.79M -18,914 Closed
MFAM
2054
Motley Fool Asset Management
Virginia
– -$2.45M -16,603 Closed
AAM
2055
Arabesque Asset Management
United Kingdom
– -$2.35M -15,901 Closed
VF
2056
Virtu Financial
New York
– -$1.68M -11,356 Closed
WWA
2057
WCG Wealth Advisors
Nevada
– -$1.63M -11,022 Closed
BPC
2058
Banque Pictet & Cie
Switzerland
– -$1.57M -10,656 Closed
NERM
2059
New England Research & Management
Illinois
– -$1.09M -7,385 Closed
BC
2060
Bridgefront Capital
Texas
– -$1.03M -6,971 Closed
SCI
2061
Stableford Capital II
Arizona
– -$992K -6,594 Closed
AF
2062
Ally Financial
Michigan
– -$887K -6,000 Closed
OGC
2063
One68 Global Capital
New York
– -$739K -5,000 Closed
SFG
2064
Sather Financial Group
Texas
– -$704K -4,765 Closed
EP
2065
Edgestream Partners
New Jersey
– -$623K -4,218 Closed
DCM
2066
Dupont Capital Management
Delaware
– -$513K -3,475 Closed
MFS
2067
Mirabella Financial Services
United Kingdom
– -$501K -3,392 Closed
MCC
2068
Money Concepts Capital
Florida
– -$482K -3,262 Closed
SMH
2069
Sanders Morris Harris
Texas
– -$449K -3,042 Closed
CWP
2070
Core Wealth Partners
California
– -$271K -3,035 Closed
MSS
2071
Mitchell Sinkler & Starr
Pennsylvania
– -$443K -3,000 Closed
ESCM
2072
Echo Street Capital Management
New York
– -$421K -2,847 Closed
CA
2073
Claris Advisors
Missouri
– -$398K -2,694 Closed
D
2074
Diversified
Delaware
– -$384K -2,596 Closed
LGA
2075
Lebenthal Global Advisors
New York
– -$371K -2,509 Closed
81 82
83
84 85