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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 %
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$7.64M +$603K +3,217 +9%
CTC
477
Central Trust Company
Missouri
$7.56M +$46.1K +246 +0.6%
RCM
478
Radnor Capital Management
Pennsylvania
$7.5M +$485K +2,591 +7%
LP
479
LB Partners
Virginia
$7.49M +$7.49M +40,000 New
SMI
480
Shelter Mutual Insurance
Missouri
$7.47M – – –
SC
481
Savant Capital
Illinois
$7.44M +$416K +2,219 +6%
MCM
482
MAI Capital Management
Ohio
$7.35M -$5.42M -28,933 -42%
HVIA
483
Hudson Valley Investment Advisors
New York
$7.29M -$40.7K -215 -0.6%
DJSG
484
D.J. St. Germain
Massachusetts
$7.29M -$23.8K -127 -0.3%
ZCM
485
Ziegler Capital Management
Illinois
$7.28M +$5.39M +28,780 +285%
HIMCH
486
Hartford Investment Management Co (HIMCO)
Connecticut
$7.27M -$208K -1,110 -3%
HL
487
HeadInvest LLC
Maine
$7.2M +$40.5K +216 +0.6%
DWT
488
Dorsey & Whitney Trust
South Dakota
$7.18M -$230K -1,228 -3%
CA
489
Cornerstone Advisors
North Carolina
$7.16M -$1.05M -5,600 -13%
Pacer Advisors
490
Pacer Advisors
Pennsylvania
$7.09M +$42.3K +226 +0.6%
KOCAA
491
Knights of Columbus Asset Advisors
Connecticut
$7.09M +$6.84M +36,497 +2,694%
JEST
492
JTC Employer Solutions Trustee
Jersey
$7.04M – – –
KPWS
493
Kestra Private Wealth Services
Texas
$6.99M +$165K +883 +2%
DA
494
DCM Advisors
New York
$6.98M -$18.2K -97 -0.3%
SCTC
495
Sanibel Captiva Trust Company
Florida
$6.93M +$6.93M +36,992 New
BCV
496
Banque Cantonale Vaudoise
Switzerland
$6.86M +$2.03M +10,813 +42%
WTC
497
WhitTier Trust Company
Nevada
$6.85M -$12.6K -67 -0.2%
GP
498
Girard Partners
Pennsylvania
$6.85M +$208K +1,109 +3%
SAM
499
Securian Asset Management
Minnesota
$6.83M -$991K -5,289 -13%
TIAA Trust, National Association
500
TIAA Trust, National Association
North Carolina
$6.83M -$845K -4,509 -11%
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