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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 %
CWM
251
CIBC World Markets
New York
$27.1M +$2.22M +11,838 +9%
AAM
252
Advisors Asset Management
Colorado
$27.1M -$519K -2,768 -2%
AB
253
Amalgamated Bank
New York
$26.9M -$1.3M -6,924 -5%
Creative Planning
254
Creative Planning
Kansas
$25.9M +$1.76M +9,410 +7%
BFS
255
Bradley Foster & Sargent
Connecticut
$25.4M +$1.5M +8,019 +6%
Daiwa Securities Group
256
Daiwa Securities Group
Japan
$25.4M +$2.19M +11,674 +9%
SBWIC
257
Schaper Benz & Wise Investment Counsel
Wisconsin
$25.3M +$34.5K +184 +0.1%
FSA
258
Franklin Street Advisors
North Carolina
$25.2M -$8.37M -44,690 -25%
DWM
259
Destination Wealth Management
California
$25.1M -$447K -2,387 -2%
FTF
260
Freedom Together Foundation
New York
$25.1M +$25.1M +133,851 New
CB
261
Commerce Bank
Missouri
$25.1M -$727K -3,881 -3%
SPC
262
Stewart & Patten Company
California
$24.4M +$903K +4,822 +4%
UCFA
263
United Capital Financial Advisors
Texas
$24.1M +$241K +1,288 +1%
PMG
264
Private Management Group
California
$23.9M -$5.3M -28,276 -18%
GIP
265
Greatmark Investment Partners
Georgia
$23.9M +$414K +2,208 +2%
MCM
266
Mill Capital Management
North Carolina
$23.9M +$22.5K +120 +0.1%
COPPSERS
267
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.6M +$1.7M +9,091 +8%
DIA
268
Dana Investment Advisors
Wisconsin
$23.6M -$2.5M -13,331 -10%
II
269
IFM Investors
Australia
$23.6M -$555K -2,963 -2%
Focus Partners Wealth
270
Focus Partners Wealth
Massachusetts
$23M +$23M +122,906 New
UIM
271
USS Investment Management
United Kingdom
$23M -$1.7M -9,058 -7%
CIA
272
Capital Investment Advisors
Georgia
$23M +$1.29M +6,883 +6%
ET
273
Equitable Trust
Tennessee
$22.7M -$22.7K -121 -0.1%
CSIC
274
Clifford Swan Investment Counsel
California
$22.7M +$409K +2,185 +2%
Skandinaviska Enskilda Banken (SEB)
275
Skandinaviska Enskilda Banken (SEB)
Sweden
$22.7M -$712K -3,806 -3%
9 10
11
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