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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 %
VFA
2076
Voya Financial Advisors
Connecticut
– -$227K -1,322 Closed
CIP
2077
Convergence Investment Partners
Florida
– -$230K -1,320 Closed
CIG
2078
Cascade Investment Group
Colorado
– -$230K -1,320 Closed
HI
2079
Hudock Inc
Pennsylvania
– -$229K -1,316 Closed
SAM
2080
Summit Asset Management
Tennessee
– -$229K -1,315 Closed
MMHP
2081
Murphy Middleton Hinkle & Parker
Georgia
– -$228K -1,306 Closed
AFT
2082
Alpha Family Trust
California
– -$227K -1,305 Closed
ABLA
2083
Alan B. Lancz & Associates
Ohio
– -$226K -1,300 Closed
LW
2084
Libra Wealth
California
– -$226K -1,300 Closed
KA
2085
KLCM Advisors
Wisconsin
– -$225K -1,293 Closed
PC
2086
Port Capital
Illinois
– -$223K -1,282 Closed
BCA
2087
Bay Colony Advisors
Massachusetts
– -$223K -1,279 Closed
4WM
2088
4J Wealth Management
Virginia
– -$223K -1,278 Closed
AIA
2089
Angeles Investment Advisors
California
– -$223K -1,278 Closed
PA
2090
Prossimo Advisors
California
– -$222K -1,273 Closed
AFP
2091
Ausdal Financial Partners
Iowa
– -$221K -1,271 Closed
MC
2092
Middleton & Co
Massachusetts
– -$221K -1,269 Closed
EPP
2093
ETF Portfolio Partners
Kansas
– -$221K -1,269 Closed
1WM
2094
1900 Wealth Management
Texas
– -$220K -1,265 Closed
BWFA
2095
Baltimore-Washington Financial Advisors
Maryland
– -$220K -1,262 Closed
WCM
2096
Wedge Capital Management
North Carolina
– -$219K -1,255 Closed
LWA
2097
Lineweaver Wealth Advisors
Ohio
– -$218K -1,254 Closed
PCWA
2098
Pacific Capital Wealth Advisors
California
– -$218K -1,253 Closed
HWA
2099
Heartwood Wealth Advisors
Virginia
– -$218K -1,252 Closed
PWM
2100
PRW Wealth Management
Massachusetts
– -$219K -1,250 Closed
82 83
84
85 86