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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 %
NFGCM
501
Norman Fields Gottscho Capital Management
New York
$6.8M -$15.2K -81 -0.2%
WAM
502
Winslow Asset Management
Ohio
$6.77M +$81.5K +435 +1%
CAM
503
Cubic Asset Management
Massachusetts
$6.76M -$228K -1,215 -3%
BCPWM
504
Bradley & Co Private Wealth Management
Florida
$6.73M +$133K +710 +2%
PCOC
505
Power Corp of Canada
Canada
$6.72M +$488K +2,605 +8%
TSW
506
Thompson Siegel & Walmsley
Virginia
$6.68M -$74.9K -400 -1%
1SB
507
1ST Source Bank
Indiana
$6.67M -$88.2K -471 -1%
EB
508
Eastern Bank
Massachusetts
$6.65M -$120K -640 -2%
HCMT
509
Highland Capital Management (Tennessee)
Tennessee
$6.65M +$43.1K +230 +0.7%
HAG
510
HighPoint Advisor Group
Illinois
$6.6M +$6.6M +29,198 New
ADL
511
Asset Dedication LLC
California
$6.55M -$167K -897 -2%
LSERS
512
Louisiana State Employees Retirement System
Louisiana
$6.52M -$225K -1,200 -3%
SAM
513
SP Asset Management
California
$6.49M +$23K +123 +0.4%
PI
514
PGGM Investments
Netherlands
$6.49M +$338K +1,806 +5%
IAA
515
Independent Advisor Alliance
North Carolina
$6.47M +$136K +726 +2%
GCA
516
Guardian Capital Advisors
Ontario, Canada
$6.46M +$42.6K +225 +0.7%
MHC
517
Meyer Handelman Company
New York
$6.46M – – –
PWLP
518
Prio Wealth Limited Partnership
Massachusetts
$6.43M +$219K +1,169 +4%
RB
519
Rodgers Brothers
Pennsylvania
$6.4M -$14.1K -75 -0.2%
UAM
520
Unison Asset Management
Florida
$6.39M – – –
NB
521
Norinchukin Bank
Japan
$6.38M -$890K -4,753 -12%
PGIM
522
Pacific Global Investment Management
California
$6.37M +$228K +1,215 +4%
LSWM
523
Lorne Steinberg Wealth Management
Canada
$6.27M +$43.1K +230 +0.7%
AUB
524
Atlantic Union Bankshares
Virginia
$6.22M -$446K -2,383 -7%
WSCM
525
Wellington Shields Capital Management
New York
$6.2M +$1.29M +6,884 +26%
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