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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 %
CAM
351
Cresset Asset Management
Illinois
$13.7M +$265K +1,412 +2%
VLKIM
352
Van Lanschot Kempen Investment Management
Netherlands
$13.7M +$13.7M +73,114 New
2
353
2Xideas
Switzerland
$13.6M +$295K +1,576 +2%
AMBIA
354
Allen Mooney & Barnes Investment Advisors
Georgia
$13.5M +$107K +572 +0.8%
BCIM
355
British Columbia Investment Management
British Columbia, Canada
$13.5M +$2.74M +14,615 +25%
NAM
356
Nissay Asset Management
Japan
$13.4M +$8.24K +44 +0.1%
Point72 Asset Management
357
Point72 Asset Management
Connecticut
$13.4M +$3.5M +18,661 +35%
DT
358
Diversified Trust
Tennessee
$13.3M +$4.95M +26,428 +59%
DMC
359
Drexel Morgan & Co
Pennsylvania
$13.3M +$6.56M +35,000 +97%
BS
360
Banco Santander
Spain
$13.2M -$101K -538 -0.8%
NC
361
Nixon Capital
Texas
$13.2M -$75.1K -401 -0.6%
IP
362
Interval Partners
New York
$13.1M -$8.06M -43,011 -38%
WAS
363
Wesleyan Assurance Society
United Kingdom
$13.1M – – –
VF
364
Vest Financial
Virginia
$13.1M +$2.55M +13,594 +24%
PL
365
Parthenon LLC
Kentucky
$13.1M -$23.4K -125 -0.2%
NCM
366
Narwhal Capital Management
Georgia
$12.9M -$1.71M -9,121 -12%
IMCOOI
367
Investment Management Corp of Ontario (IMCO)
Canada
$12.7M +$12.3M +65,787 +3,605%
Lido Advisors
368
Lido Advisors
California
$12.6M +$144K +769 +1%
HPIA
369
Hamilton Point Investment Advisors
North Carolina
$12.6M +$149K +797 +1%
WIC
370
Willis Investment Counsel
Georgia
$12.5M -$85.6K -457 -0.7%
Vontobel Holding
371
Vontobel Holding
Switzerland
$12.5M -$3.19M -17,019 -20%
TAM
372
Taurus Asset Management
New York
$12.5M -$148K -788 -1%
EGA
373
Eagle Global Advisors
Texas
$12.5M -$281K -1,499 -2%
EI
374
Ethic Inc
New York
$12.4M +$1.41M +7,502 +13%
GAG
375
GM Advisory Group
New York
$12.3M +$136K +725 +1%
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