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American Express
AXP

Overview Fund Activity

2,030 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, 767 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-9
Holders Change %
-0.44%
% of All Funds
32.02%
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
767
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 %
TCM
2076
Teza Capital Management
Illinois
– -$1.05M -6,357 Closed
I
2077
InceptionR
California
– -$1.02M -6,159 Closed
GAG
2078
Goodman Advisory Group
Massachusetts
– -$992K -6,012 Closed
CIC
2079
Chase Investment Counsel
Virginia
– -$990K -6,006 Closed
AWC
2080
Abundance Wealth Counselors
Pennsylvania
– -$912K -5,526 Closed
VI
2081
Versor Investments
New York
– -$891K -5,400 Closed
PPWP
2082
Proquility Private Wealth Partners
Nevada
– -$854K -5,180 Closed
HI
2083
HBK Investments
Texas
– -$845K -5,125 Closed
PFO
2084
PMC FIG Opportunities
Israel
– -$825K -5,000 Closed
RCM
2085
Radnor Capital Management
Pennsylvania
– -$822K -4,985 Closed
AWM
2086
Axxcess Wealth Management
California
– -$816K -4,946 Closed
DFG
2087
Delta Financial Group
New Jersey
– -$798K -4,841 Closed
BIP
2088
Blueprint Investment Partners
North Carolina
– -$799K -4,841 Closed
GCP
2089
GSA Capital Partners
United Kingdom
– -$711K -4,310 Closed
OFS
2090
OneAscent Financial Services
Alabama
– -$642K -3,895 Closed
SLF
2091
Sun Life Financial
Ontario, Canada
– -$582K -3,540 Closed
ECU
2092
Eisler Capital (US)
New York
– -$555K -3,364 Closed
LCM
2093
Landscape Capital Management
New Jersey
– -$554K -3,357 Closed
OTL
2094
Oak Thistle LLC
New York
– -$550K -3,334 Closed
PGH
2095
Partners Group Holding
Switzerland
– -$536K -3,249 Closed
UAM
2096
UAS Asset Management
New York
– -$523K -3,170 Closed
AWS
2097
Aspen Wealth Strategies
Colorado
– -$506K -3,068 Closed
PCH
2098
PGIM Custom Harvest
New Jersey
– -$488K -2,957 Closed
JWM
2099
Jackson Wealth Management
Florida
– -$487K -2,954 Closed
LIG
2100
Lokken Investment Group
Delaware
– -$463K -2,808 Closed
82 83
84
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