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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 %
TAM
201
Todd Asset Management
Kentucky
$35.3M -$150K -860 -0.4%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$34.9M -$877K -5,037 -2%
JIC
203
Johnson Investment Counsel
Ohio
$34.8M -$1.03M -5,939 -3%
CK
204
Cohen Klingenstein
New York
$34.7M -$43.4K -249 -0.1%
GFI
205
Global Frontier Investments
South Carolina
$34.4M – – –
PA
206
Pinnacle Associates
New York
$34.1M +$12.3M +70,741 +57%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$33.8M +$556K +3,191 +2%
RMA
208
Roffman Miller Associates
Pennsylvania
$33.4M +$108K +621 +0.3%
Rafferty Asset Management
209
Rafferty Asset Management
New York
$33.2M -$1.72M -9,902 -5%
AAM
210
Aureus Asset Management
Massachusetts
$33M -$1.75M -10,030 -5%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$32.8M +$280K +1,609 +0.9%
FSA
212
Franklin Street Advisors
North Carolina
$32.8M -$986K -5,660 -3%
BBVA
213
Banco Bilbao Vizcaya Argentaria
Spain
$32.7M +$3.04M +17,432 +10%
HIMC
214
Heritage Investors Management Corp
Maryland
$32.7M +$151K +864 +0.5%
AIG
215
American International Group
New York
$32.3M +$205K +1,177 +0.6%
WorldQuant Millennium Advisors
216
WorldQuant Millennium Advisors
New York
$31.9M -$7.14M -40,994 -18%
ELC
217
Edgar Lomax Company
Virginia
$31.8M -$451K -2,590 -1%
ASRS
218
Arizona State Retirement System
Arizona
$31.5M +$1.28M +7,362 +4%
RJFSA
219
Raymond James Financial Services Advisors
Florida
$31M +$1.09M +6,258 +4%
AQR Capital Management
220
AQR Capital Management
Connecticut
$30.9M -$7.06M -40,546 -19%
ESBC
221
E.S. Barr & Co
Kentucky
$30.7M -$275K -1,577 -0.9%
PFP
222
Pinnacle Financial Partners
Tennessee
$30M +$3.76M +21,609 +14%
FRAF
223
Första AP-fonden
Sweden
$29.9M -$2.89M -16,600 -9%
CT
224
Cambridge Trust
Massachusetts
$29.8M -$1.84M -10,559 -6%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6M +$9.84M +56,482 +50%
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