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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 %
SVCP
526
Silicon Valley Capital Partners
California
$6.17M -$138K -739 -2%
LT
527
Legacy Trust
Michigan
$6.12M -$14.1K -75 -0.2%
SWP
528
Strategic Wealth Partners
Ohio
$6.08M +$940K +5,018 +18%
LIM
529
Letson Investment Management
Georgia
$5.96M +$5.96M +31,822 New
WA
530
Waverly Advisors
Alabama
$5.94M +$1.15M +6,160 +24%
CI
531
Ceera Investments
Texas
$5.93M +$439K +2,345 +8%
NSEDCP
532
NJ State Employees Deferred Compensation Plan
New Jersey
$5.92M – – –
SCA
533
Stokes Capital Advisors
South Carolina
$5.92M -$67.1K -358 -1%
HT
534
Heritage Trust
Oklahoma
$5.9M -$52.5K -280 -0.9%
Bessemer Group
535
Bessemer Group
New Jersey
$5.86M -$366K -1,954 -6%
OCM
536
Olstein Capital Management
New York
$5.81M -$1.5M -8,000 -21%
PBC
537
Pavion Blue Capital
California
$5.8M -$73.1K -390 -1%
NMERB
538
New Mexico Educational Retirement Board
New Mexico
$5.8M – – –
SWP
539
Stratos Wealth Partners
Ohio
$5.79M +$19.5K +104 +0.3%
BAMF
540
BI Asset Management Fondsmaeglerselskab
Denmark
$5.75M +$464K +2,476 +9%
M
541
Mirova
France
$5.74M +$245K +1,309 +4%
PI
542
Putnam Investments
Massachusetts
$5.71M -$146K -778 -2%
BSW
543
Buckingham Strategic Wealth
Missouri
$5.7M +$3M +16,010 +111%
LCAM
544
Long Corridor Asset Management
Hong Kong
$5.62M – – –
CA
545
Clearstead Advisors
Ohio
$5.61M -$6.22M -33,225 -53%
HF
546
HRT Financial
New York
$5.6M -$12.2M -65,140 -69%
WS
547
Wedbush Securities
California
$5.56M +$259K +1,382 +5%
FMTC
548
Farmers & Merchants Trust Company
California
$5.53M +$51.3K +274 +0.9%
WPW
549
Warther Private Wealth
Ohio
$5.53M +$1.68M +8,961 +44%
LGF
550
LGT Group Foundation
Liechtenstein
$5.47M -$932K -4,962 -15%
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