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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 %
FDCP
276
Foster Dykema Cabot & Partners
Massachusetts
$22.4M +$22.4M +119,635 New
RCW
277
Rheos Capital Works
Japan
$22.3M +$16.5M +88,000 +284%
Mariner
278
Mariner
Kansas
$22.3M +$48.7K +260 +0.2%
TPSF
279
Texas Permanent School Fund
Texas
$22.3M -$253K -1,348 -1%
CCM
280
Chilton Capital Management
Texas
$22.1M -$159K -848 -0.7%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$22M +$664K +3,547 +3%
USAA
282
United Services Automobile Association
Texas
$21.8M +$194K +1,035 +0.9%
FMI
283
Factory Mutual Insurance
Massachusetts
$21.7M – – –
SG Americas Securities
284
SG Americas Securities
New York
$21.6M +$1.39M +7,433 +7%
KP
285
Kiltearn Partners
United Kingdom
$21.6M -$5.02M -26,800 -19%
BSA
286
Braun Stacey Associates
New York
$21.5M -$1.41M -7,516 -6%
Twin Tree Management
287
Twin Tree Management
Texas
$21.2M +$18.2M +97,330 +605%
MCM
288
Maple Capital Management
Vermont
$21.2M +$377K +2,014 +2%
Parallax Volatility Advisers
289
Parallax Volatility Advisers
California
$20.9M +$20.9M +111,571 New
CA
290
Cullinan Associates
Kentucky
$20.6M -$325K -1,736 -2%
TBC
291
Tweedy, Browne Co
Connecticut
$20.6M -$716K -3,823 -3%
AAIS
292
ABN AMRO Investment Solutions
$20.4M -$1.03M -5,492 -5%
Pathstone Holdings
293
Pathstone Holdings
New Jersey
$19.9M +$19.9M +105,929 New
TNB
294
Thomasville National Bank
Georgia
$19.7M +$19.3M +103,009 +5,035%
PA
295
Paralel Advisors
Colorado
$19.7M – – –
NAM
296
NorthCrest Asset Manangement
Minnesota
$19.3M -$3.57M -19,039 -16%
NCM
297
Noesis Capital Mangement
Florida
$19.3M -$283K -1,511 -1%
BFA
298
Bragg Financial Advisors
North Carolina
$19.2M -$143K -764 -0.7%
BCI
299
Brinker Capital Investments
Pennsylvania
$19.2M -$929K -4,908 -5%
OPS
300
Orion Portfolio Solutions
Nebraska
$19.2M -$929K -4,908 -5%
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