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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 %
KRS
451
Kentucky Retirement Systems
Kentucky
$8.63M +$22.1K +118 +0.3%
MIM
452
Martin Investment Management
Florida
$8.62M -$724K -3,864 -8%
IMRF
453
Illinois Municipal Retirement Fund
Illinois
$8.59M – – –
MAM
454
Meeder Asset Management
Ohio
$8.5M +$8.5M +45,380 New
MSRPS
455
Maryland State Retirement & Pension System
Maryland
$8.46M -$76.4K -408 -0.9%
OPERF
456
Oregon Public Employees Retirement Fund
Oregon
$8.41M -$24.9K -133 -0.3%
CCT
457
Chemung Canal Trust
New York
$8.39M +$147K +786 +2%
FA
458
Financial Avengers
California
$8.29M +$31.8K +170 +0.4%
GC
459
Guggenheim Capital
Illinois
$8.27M -$1.18M -6,308 -13%
KA
460
Kintegral Advisory
New York
$8.2M -$52.3K -279 -0.6%
GFG
461
Greystone Financial Group
Michigan
$8.14M +$6.84M +36,486 +525%
FCT
462
Family Capital Trust
Massachusetts
$8.12M -$5.25K -28 -0.1%
AMI
463
Amica Mutual Insurance
Rhode Island
$8.08M – – –
VCAM
464
Van Cleef Asset Management
Ohio
$8.07M +$4.68K +25 +0.1%
IIM
465
INTECH Investment Management
Florida
$8.03M -$2.23M -11,885 -22%
NI
466
NFC Investments
Tennessee
$7.98M +$7.98M +42,577 New
ETC
467
Exchange Traded Concepts
Oklahoma
$7.93M -$383K -2,047 -5%
DADC
468
D.A. Davidson & Co
Montana
$7.9M +$2.53M +13,493 +47%
BBHC
469
Brown Brothers Harriman & Co
New York
$7.89M -$522K -2,784 -6%
WF
470
WoodTrust Financial
Wisconsin
$7.85M +$157K +838 +2%
IG
471
ING Group
Netherlands
$7.76M +$4.03M +21,499 +108%
SC
472
Searle & Co
Connecticut
$7.75M +$1.36M +7,267 +21%
IIC
473
Ironwood Investment Counsel
Arizona
$7.66M -$241K -1,285 -3%
LTI
474
Laffer Tengler Investments
Tennessee
$7.66M +$3.42M +18,249 +81%
JC
475
Jacobs & Co
California
$7.65M +$364K +1,944 +5%
17 18
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