AXP icon

American Express
AXP

Overview Fund Activity

2,170 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,170
Holders Change
+187
Holders Change %
+9.43%
% of All Funds
31.81%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
332
Increased
710
Reduced
803
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.65B
2
Harris Associates
Harris Associates
Illinois
+$391M
3
BlackRock
BlackRock
New York
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$204M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$468M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$207M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$183M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$144M
5
Norges Bank
Norges Bank
Norway
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
226
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.6M +$1.46M +7,785 +5%
CT
227
Cambridge Trust
Massachusetts
$31.6M -$196K -1,047 -0.6%
ZIM
228
Zacks Investment Management
Illinois
$31.1M +$420K +2,243 +1%
DP
229
Dundas Partners
United Kingdom
$31.1M – – –
IGGA
230
Iron Gate Global Advisors
Utah
$30.8M +$805K +4,296 +3%
Comerica Bank
231
Comerica Bank
Texas
$30.7M -$18.5K -99 -0.1%
CTB
232
Country Trust Bank
Illinois
$30.5M -$7.66M -40,892 -20%
UB
233
UMB Bank
Missouri
$30.5M -$59.4K -317 -0.2%
DnB Asset Management
234
DnB Asset Management
Norway
$30.4M +$7.04M +37,603 +30%
JLBC
235
J.L. Bainbridge & Co
Florida
$30.3M +$225K +1,200 +0.7%
HNB
236
Huntington National Bank
Ohio
$30.2M -$19.4M -103,657 -39%
PFP
237
Pinnacle Financial Partners
Tennessee
$30.2M -$2.22M -11,851 -7%
APG Asset Management
238
APG Asset Management
Netherlands
$29.7M +$22.6M +133,500 +319%
SOMRS
239
State of Michigan Retirement System
Michigan
$29.5M -$356K -1,900 -1%
M&T Bank
240
M&T Bank
New York
$28.9M -$984K -5,252 -3%
DekaBank Deutsche Girozentrale
241
DekaBank Deutsche Girozentrale
Germany
$28.8M -$969K -5,174 -3%
Mirae Asset Global Investments
242
Mirae Asset Global Investments
South Korea
$28.7M -$360K -1,920 -1%
WJWM
243
Williams Jones Wealth Management
New York
$28.7M -$183K -978 -0.6%
DGM
244
Delta Global Management
New York
$28.3M +$28.3M +151,056 New
MIM
245
MetLife Investment Management
New Jersey
$27.7M -$844K -4,503 -3%
CFB
246
Cullen/Frost Bankers
Texas
$27.7M -$281K -1,502 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
247
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27.6M +$170K +905 +0.6%
RFC
248
Regions Financial Corp
Alabama
$27.5M -$623K -3,326 -2%
Robeco Institutional Asset Management
249
Robeco Institutional Asset Management
Netherlands
$27.4M +$958K +5,115 +4%
DWA
250
Douglass Winthrop Advisors
New York
$27.3M – – –
8 9
10
11 12