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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 %
SAM
401
Silvercrest Asset Management
New York
$10.7M -$1.96M -10,444 -15%
PWM
402
Perigon Wealth Management
California
$10.7M +$836K +4,461 +8%
Mackenzie Financial
403
Mackenzie Financial
Ontario, Canada
$10.6M -$45.7K -244 -0.4%
TAM
404
Tocqueville Asset Management
New York
$10.6M -$10M -53,570 -49%
RGC
405
Redwood Grove Capital
California
$10.6M – – –
SIM
406
Sprucegrove Investment Management
Ontario, Canada
$10.5M +$1.09M +5,800 +12%
SSB
407
Sandy Spring Bank
Maryland
$10.4M +$31.3K +167 +0.3%
BCM
408
Brookstone Capital Management
Illinois
$10.3M +$2.65M +14,134 +35%
MCM
409
Marsico Capital Management
Colorado
$10.3M +$10.3M +54,925 New
EMPI
410
Elo Mutual Pension Insurance
Finland
$10.2M +$333K +1,778 +3%
VPIM
411
Vanguard Personalized Indexing Management
California
$10.2M +$440K +2,347 +4%
ERIC
412
Eagle Rock Investment Company
Georgia
$10.2M +$39K +208 +0.4%
NA
413
NewEdge Advisors
Louisiana
$10.2M -$300K -1,607 -3%
Allspring Global Investments
414
Allspring Global Investments
North Carolina
$10.2M +$2.4M +12,789 +31%
PCH
415
Polar Capital Holdings
United Kingdom
$10.1M -$1.4M -7,450 -12%
HWM
416
HB Wealth Management
Georgia
$10M -$265K -1,412 -3%
PCIA
417
Prime Capital Investment Advisors
Kansas
$10M -$1.76M -9,412 -15%
MYAM
418
Meiji Yasuda Asset Management
Japan
$10M +$2.21M +11,779 +28%
KAS
419
Kestra Advisory Services
Texas
$10M +$925K +4,936 +10%
VanEck Associates
420
VanEck Associates
New York
$9.95M -$1.06M -5,657 -10%
PAG
421
Private Advisor Group
New Jersey
$9.92M +$682K +3,642 +7%
AssetMark Inc
422
AssetMark Inc
California
$9.85M +$946K +5,050 +11%
CAN
423
Cetera Advisor Networks
California
$9.79M -$269K -1,436 -3%
OIAM
424
OFI Invest Asset Management
France
$9.75M +$29.3K +173 +0.3%
GIBU
425
Gulf International Bank (UK)
United Kingdom
$9.72M -$1.11M -5,901 -10%
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