AXP icon

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 %
BIP
551
Bouvel Investment Partners
Pennsylvania
$5.45M +$146K +778 +3%
EAM
552
Erste Asset Management
Austria
$5.44M -$329K -1,750 -6%
BCMO
553
Buckingham Capital Management (Ohio)
Ohio
$5.44M +$1.65M +8,799 +43%
FIB
554
First Interstate Bank
Montana
$5.41M -$249K -1,331 -4%
Assenagon Asset Management
555
Assenagon Asset Management
Luxembourg
$5.4M -$282K -1,507 -5%
PE
556
Point72 Europe
United Kingdom
$5.37M +$5.37M +28,661 New
HI
557
Hendershot Investments
Virginia
$5.35M – – –
BF
558
BOK Financial
Oklahoma
$5.31M -$67.3K -359 -1%
LIP
559
Lighthouse Investment Partners
Florida
$5.3M -$2.42M -12,913 -31%
MGP
560
Metis Global Partners
California
$5.29M -$373K -1,993 -7%
BWAM
561
Boyd Watterson Asset Management
Ohio
$5.28M +$38.4K +205 +0.7%
AIM
562
Arcadia Investment Management
Michigan
$5.28M -$617K -3,292 -10%
Capital Fund Management (CFM)
563
Capital Fund Management (CFM)
France
$5.21M -$70.3M -375,376 -93%
FNFDCM
564
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.13M +$41.2K +220 +0.8%
CSPIA
565
Cary Street Partners Investment Advisory
Virginia
$5.11M +$112K +596 +2%
AWM
566
Avitas Wealth Management
California
$5.1M +$169K +904 +3%
JCM
567
Jag Capital Management
Missouri
$5.07M +$5.25K +28 +0.1%
IMPI
568
Ilmarinen Mutual Pension Insurance
Finland
$5.06M – – –
RIA
569
Realta Investment Advisors
Delaware
$5.04M +$429K +2,292 +9%
BFEC
570
Benjamin F. Edwards & Company
Missouri
$5.03M +$594K +3,169 +13%
SFI
571
Siemens Fonds Invest
Germany
$4.99M +$1.51M +8,047 +43%
WorldQuant Millennium Advisors
572
WorldQuant Millennium Advisors
New York
$4.98M +$4.38M +23,396 +733%
RC
573
Roundview Capital
New Jersey
$4.93M +$223K +1,190 +5%
OAM
574
Oppenheimer Asset Management
New York
$4.92M -$843K -4,502 -15%
AFA
575
Abacus FCF Advisors
Florida
$4.9M +$2.94M +15,707 +150%
21 22
23
24 25