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American Express
AXP

Overview Fund Activity

2,039 hedge funds and large institutions have $103B invested in American Express in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 746 increasing their positions, 734 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,039
Holders Change
+42
Holders Change %
+2.1%
% of All Funds
32.64%
Holding in Top 10
60
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+42.86%
% of All Funds
0.96%
New
184
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 %
HA
2076
HFG Advisors
Ohio
– -$339K -2,292 Closed
CCA
2077
Childress Capital Advisors
Texas
– -$324K -2,195 Closed
FRM
2078
Fox Run Management
Connecticut
– -$318K -2,155 Closed
NLP
2079
Next Level Private
New York
– -$324K -2,151 Closed
WDG
2080
Wealth Dimensions Group
Ohio
– -$308K -2,085 Closed
MC
2081
Machina Capital
France
– -$297K -2,007 Closed
WG
2082
Winton Group
United Kingdom
– -$296K -2,003 Closed
MUAMU
2083
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$296K -2,000 Closed
FFA
2084
Founders Financial Alliance
North Carolina
– -$276K -1,868 Closed
PCM
2085
Parsons Capital Management
Rhode Island
– -$264K -1,787 Closed
BWM
2086
Buckley Wealth Management
Nevada
– -$258K -1,743 Closed
AFP
2087
Ausdal Financial Partners
Iowa
– -$249K -1,688 Closed
I
2088
IMPACTfolio
Colorado
– -$249K -1,682 Closed
KFSC
2089
Keystone Financial Services (Colorado)
Colorado
– -$288K -1,645 Closed
MA
2090
MBA Advisors
Pennsylvania
– -$234K -1,587 Closed
BA
2091
Bridgewater Associates
Connecticut
– -$233K -1,575 Closed
SLG
2092
Stanley-Laman Group
Pennsylvania
– -$230K -1,558 Closed
VCM
2093
Vivaldi Capital Management
Illinois
– -$230K -1,526 Closed
WFI
2094
West Family Investments
California
– -$224K -1,518 Closed
MCM
2095
Mengis Capital Management
Oregon
– -$221K -1,500 Closed
SC
2096
Sierra Capital
Florida
– -$221K -1,499 Closed
SCM
2097
Stonebridge Capital Management
California
– -$216K -1,460 Closed
AC
2098
Avestar Capital
New York
– -$215K -1,456 Closed
FMC
2099
First Merchants Corp
Indiana
– -$207K -1,404 Closed
SPA
2100
Sherbrooke Park Advisers
New York
– -$207K -1,400 Closed
82 83
84
85 86