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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 %
BIM
2101
Bridges Investment Management
Nebraska
– -$218K -1,250 Closed
BSAM
2102
Blue Square Asset Management
New York
– -$216K -1,240 Closed
NSAM
2103
North Star Asset Management
Wisconsin
– -$215K -1,236 Closed
EWA
2104
Encompass Wealth Advisors
Oregon
– -$214K -1,230 Closed
CFO
2105
CVA Family Office
Colorado
– -$214K -1,227 Closed
WMP
2106
Wealth Management Partners
Arizona
– -$212K -1,218 Closed
FCM
2107
Firestone Capital Management
Florida
– -$213K -1,215 Closed
APG
2108
Abacus Planning Group
South Carolina
– -$211K -1,214 Closed
CA
2109
Claro Advisors
Massachusetts
– -$211K -1,212 Closed
JDR
2110
Jay D. Rosenbaum
– -$210K -1,204 Closed
PCM
2111
Parsons Capital Management
Rhode Island
– -$209K -1,202 Closed
Fiera Capital (Canada)
2112
Fiera Capital (Canada)
Quebec, Canada
– -$209K -1,200 Closed
OFG
2113
Omega Financial Group
California
– -$209K -1,200 Closed
SMC
2114
Smith, Moore & Co
Missouri
– -$209K -1,198 Closed
MIM
2115
Montgomery Investment Management
Maryland
– -$205K -1,175 Closed
ODIJL
2116
One Day In July LLC
Vermont
– -$205K -1,174 Closed
SCM
2117
Sebold Capital Management
Illinois
– -$204K -1,172 Closed
KWA
2118
KCS Wealth Advisory
California
– -$203K -1,167 Closed
TFF
2119
The Family Firm
Maryland
– -$203K -1,167 Closed
SMWM
2120
Silvia McColl Wealth Management
California
– -$203K -1,165 Closed
DCM
2121
Deuterium Capital Management
Florida
– -$202K -1,162 Closed
DDC
2122
DF Dent & Co
Maryland
– -$202K -1,161 Closed
ACP
2123
Aveo Capital Partners
Colorado
– -$202K -1,160 Closed
SFG
2124
SevenBridge Financial Group
Pennsylvania
– -$202K -1,160 Closed
BFG
2125
Berger Financial Group
Minnesota
– -$200K -1,151 Closed
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