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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 %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$19.1M -$419K -2,229 -2%
BC
302
Bartlett & Co
Ohio
$19.1M -$419K -2,229 -2%
BCAM
303
Boston Common Asset Management
Massachusetts
$19.1M -$3.39M -18,115 -15%
KFC
304
Klingenstein Fields & Co
New York
$19M -$86.9K -464 -0.5%
CNB
305
Czech National Bank
Czech Republic
$18.9M -$158K -844 -0.8%
SPIA
306
Steward Partners Investment Advisory
New York
$18.9M +$413K +2,206 +2%
SGAM
307
Smith Group Asset Management
Texas
$18.9M +$18.9M +100,685 New
URS
308
Utah Retirement Systems
Utah
$18.9M -$244K -1,300 -1%
CCA
309
Cobblestone Capital Advisors
New York
$18.5M -$42.5K -227 -0.2%
FAF
310
Fjarde Ap-fonden
Sweden
$18.4M -$1.07M -5,700 -5%
GI
311
Gradient Investments
Minnesota
$18.4M +$17.7M +94,354 +2,509%
TRCT
312
Tower Research Capital (TRC)
New York
$18.1M +$9.83M +52,483 +119%
X
313
Xponance
Pennsylvania
$18M +$346K +1,849 +2%
MML Investors Services
314
MML Investors Services
Massachusetts
$17.8M +$1.59M +8,488 +10%
CTA
315
Chesley Taft & Associates
Illinois
$17.7M +$586K +3,127 +3%
Cerity Partners
316
Cerity Partners
New York
$17.7M +$14.3M +335,338 +417%
Public Employees Retirement Association of Colorado
317
Public Employees Retirement Association of Colorado
Colorado
$17.6M -$563K -3,007 -3%
LCM
318
Laurion Capital Management
New York
$17.5M +$16.6M +88,632 +1,857%
IHL
319
Investment House LLC
California
$17M +$184K +981 +1%
NYLIM
320
New York Life Investment Management
New York
$17M -$56.6K -302 -0.3%
WF
321
Welch & Forbes
Massachusetts
$16.8M -$94K -502 -0.6%
FT
322
Fiduciary Trust
Massachusetts
$16.8M -$154K -821 -0.9%
CFG
323
Citizens Financial Group
Rhode Island
$16.3M +$18.9K +101 +0.1%
CCP
324
Clifford Capital Partners
Utah
$16.3M +$398K +2,126 +3%
Walleye Trading
325
Walleye Trading
New York
$16M +$14.1M +75,174 +748%
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