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 %
YCM
326
Yousif Capital Management
Michigan
$15.9M -$822K -4,388 -5%
CIS
327
Connors Investor Services
Pennsylvania
$15.9M -$108K -574 -0.7%
HPC
328
HM Payson & Co
Maine
$15.7M -$932K -4,974 -6%
LCM
329
LVM Capital Management
Michigan
$15.5M +$138K +735 +0.9%
FCMC
330
Founders Capital Management (Connecticut)
Connecticut
$15.4M +$829K +4,423 +6%
AHB
331
Abner Herrman & Brock
New Jersey
$15.3M -$136K -728 -0.9%
BBI
332
Baxter Bros Inc
Connecticut
$15.2M +$301K +1,606 +2%
QC
333
Quadrature Capital
United Kingdom
$15.1M +$15.1M +80,573 New
Canada Life
334
Canada Life
Manitoba, Canada
$14.9M +$585K +3,139 +4%
AM
335
AGF Management
Ontario, Canada
$14.9M +$1.47M +7,840 +11%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$14.8M +$710K +3,788 +5%
MIS
337
Morningstar Investment Services
Illinois
$14.8M +$7.27M +38,729 +97%
PCM
338
Prana Capital Management
Connecticut
$14.7M -$46.6M -248,652 -76%
Mercer Global Advisors
339
Mercer Global Advisors
Colorado
$14.5M +$531K +2,836 +4%
Fidelity International
340
Fidelity International
Bermuda
$14.5M -$628K -3,351 -4%
MOACM
341
Mutual of America Capital Management
New York
$14.4M -$818K -4,368 -5%
AWM
342
AE Wealth Management
Kansas
$14.4M -$3.41M -16,917 -19%
N
343
Natixis
France
$14.2M -$8.42M -44,954 -37%
CGH
344
Crossmark Global Holdings
Texas
$14M -$605K -3,228 -4%
DZ Bank
345
DZ Bank
Germany
$13.9M +$496K +2,647 +4%
TIP
346
Torray Investment Partners
Maryland
$13.9M – – –
HP
347
Holowesko Partners
Bahamas
$13.9M – – –
WT
348
Whittier Trust
California
$13.9M +$122K +649 +0.9%
MIM
349
Marco Investment Management
Georgia
$13.9M – – –
SOADOR
350
State of Alaska Department of Revenue
Alaska
$13.8M -$999K -5,335 -7%
12 13
14
15 16