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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 %
BPA
376
Beacon Pointe Advisors
California
$12.2M -$227K -1,212 -2%
QCM
377
QRG Capital Management
Illinois
$12.2M +$557K +2,974 +5%
PR
378
Payden & Rygel
California
$12.1M +$12.1M +64,700 New
SJL
379
Shayne & Jacobs LLC
Tennessee
$12.1M +$48.7K +260 +0.4%
DILIC
380
Dai-ichi Life Insurance Company
Japan
$12M +$786K +4,194 +7%
HW
381
Hancock Whitney
Mississippi
$11.9M +$8.64M +46,131 +266%
BCM
382
Banyan Capital Management
Georgia
$11.8M -$26.2K -140 -0.2%
FGP
383
Foyston, Gordon, & Payne
Ontario, Canada
$11.7M -$41.6K -222 -0.4%
CWM
384
Calamos Wealth Management
Illinois
$11.6M -$91K -486 -0.8%
ACA
385
Anchor Capital Advisors
Massachusetts
$11.6M -$213K -1,139 -2%
BMSSC
386
B. Metzler seel. Sohn & Co
Germany
$11.6M +$2.31M +12,334 +25%
SWIG
387
Strategic Wealth Investment Group
Kentucky
$11.5M +$1.19M +6,331 +12%
NEI
388
Northwest & Ethical Investments
Ontario, Canada
$11.5M -$228K -1,219 -2%
CIA
389
Choate Investment Advisors
Massachusetts
$11.4M +$18.4K +98 +0.2%
BAM
390
Bell Asset Management
Australia
$11.4M +$82.2K +439 +0.7%
GIA
391
GHP Investment Advisors
Colorado
$11.1M +$75.9K +405 +0.7%
Jennison Associates
392
Jennison Associates
New York
$11.1M -$25.2M -134,333 -69%
MGIA
393
Matthew Goff Investment Advisor
Texas
$11.1M -$37.3K -199 -0.3%
CAM
394
Carret Asset Management
New York
$10.9M +$54.1K +289 +0.5%
SCP
395
Seizert Capital Partners
Michigan
$10.9M -$4.12K -22 -0%
GAM
396
Griffin Asset Management
New York
$10.9M -$124K -663 -1%
RP
397
Rice Partnership
Hawaii
$10.8M +$252K +1,346 +2%
PGFC
398
Peapack-Gladstone Financial Corp
New Jersey
$10.7M +$167K +891 +2%
Wealthfront Advisers
399
Wealthfront Advisers
California
$10.7M +$555K +2,963 +5%
DC
400
Davenport & Co
Virginia
$10.7M +$892K +4,763 +9%
14 15
16
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