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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 %
Federated Hermes
426
Federated Hermes
Pennsylvania
$9.72M +$668K +3,567 +7%
PA
427
Perennial Advisors
New York
$9.71M +$108K +578 +1%
Cetera Investment Advisers
428
Cetera Investment Advisers
Illinois
$9.67M +$289K +1,541 +3%
AWS
429
Atria Wealth Solutions
New York
$9.59M +$9.93K +53 +0.1%
LA
430
LBP AM
France
$9.52M +$783K +4,180 +9%
ATC
431
Argent Trust Co
Tennessee
$9.5M +$6.18K +33 +0.1%
SIG
432
Sky Investment Group
Connecticut
$9.49M +$11.1K +59 +0.1%
HLCM
433
Hi-Line Capital Management
South Dakota
$9.49M -$919K -4,904 -9%
GC
434
Grimes & Company
Massachusetts
$9.48M +$352K +1,878 +4%
MIH
435
Meitav Investment House
Israel
$9.4M +$758K +4,042 +9%
Two Sigma Advisers
436
Two Sigma Advisers
New York
$9.29M -$11.3M -60,200 -55%
NLGIA
437
Nippon Life Global Investors Americas
New York
$9.24M -$5.37M -28,680 -37%
SAM
438
Stansberry Asset Management
Texas
$9.23M -$315K -1,681 -3%
AI
439
Atria Investments
North Carolina
$9.22M +$56.2K +300 +0.6%
SCM
440
Stanley Capital Management
Texas
$9.15M – – –
IEFM
441
IQ EQ Fund Management
Ireland
$9.13M +$6.17M +32,952 +209%
SSA
442
Schonfeld Strategic Advisors
New York
$9.04M -$73.8M -394,077 -89%
MFIM
443
Mesirow Financial Investment Management
Illinois
$8.96M +$8.96M +69,268 New
NRS
444
Neville Rodie & Shaw
New York
$8.9M -$132K -702 -1%
OC
445
Oppenheimer & Co
New York
$8.83M -$2.21M -11,796 -20%
GWM
446
GDS Wealth Management
Texas
$8.82M +$1.41M +7,527 +19%
SIM
447
Seaview Investment Managers
Florida
$8.79M -$247K -1,318 -3%
TAF
448
Tredje AP-fonden
Sweden
$8.73M +$1.05M +5,580 +14%
MAM
449
Mirabaud Asset Management
United Kingdom
$8.66M +$8.66M +46,240 New
PP
450
Prudential plc
United Kingdom
$8.63M +$227K +1,211 +3%
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