AXP icon

American Express
AXP

Overview Fund Activity

2,168 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 710 increasing their positions, 802 reducing their positions, and 111 closing their positions.

Holders
2,168
Holders Change
+186
Holders Change %
+9.38%
% of All Funds
31.79%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.87%
New
331
Increased
710
Reduced
802
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.09B
2
Harris Associates
2
Harris Associates
Illinois
$938M
3
BlackRock
3
BlackRock
New York
$8.26B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.2B
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$450M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.06B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$91.7M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.97B
5
Norges Bank
5
Norges Bank
Norway
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$692M +$23.5M +125,250 +4%
RCWMU
27
Rothschild & Co Wealth Management (UK)
United Kingdom
$668M -$1.63M -8,714 -0.2%
AllianceBernstein
28
AllianceBernstein
Tennessee
$651M +$6.96M +37,146 +1%
LP
29
Longview Partners
Guernsey
$609M -$42.9M -228,797 -7%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$556M -$5.91M -31,533 -1%
Barclays
31
Barclays
United Kingdom
$503M +$166M +886,627 +49%
First Eagle Investment Management
32
First Eagle Investment Management
New York
$487M -$515K -2,749 -0.1%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$450M +$172M +919,337 +62%
Ameriprise
34
Ameriprise
Minnesota
$440M +$81.9M +447,048 +23%
UBS Group
35
UBS Group
Switzerland
$428M +$32.5M +173,463 +8%
BGC
36
Beutel, Goodman & Co
Ontario, Canada
$387M +$26.7M +142,763 +7%
Deutsche Bank
37
Deutsche Bank
Germany
$378M +$8.94M +47,697 +2%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$371M +$71.9M +383,807 +24%
Amundi
39
Amundi
France
$371M -$6.3M -33,741 -2%
Swiss National Bank
40
Swiss National Bank
Switzerland
$367M -$14M -74,500 -4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$359M +$29.9M +159,420 +9%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$335M -$7.91M -42,207 -2%
SGA
43
Sustainable Growth Advisers
Connecticut
$331M -$1.8M -9,629 -0.5%
Boston Partners
44
Boston Partners
Massachusetts
$326M +$61.6M +328,931 +23%
SCM
45
Smead Capital Management
Arizona
$315M -$14.2M -75,946 -4%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$295M +$19.1M +102,132 +7%
Wells Fargo
47
Wells Fargo
California
$289M -$7.42M -39,621 -3%
Pictet Asset Management
48
Pictet Asset Management
Switzerland
$258M +$41.4M +220,854 +19%
American Century Companies
49
American Century Companies
Missouri
$245M +$33.9M +181,204 +16%
CS
50
Credit Suisse
Switzerland
$237M -$8.73M -46,603 -4%
1
2
3 4 5