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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 %
O
576
Ossiam
France
$4.88M -$1.14M -6,098 -19%
RIM
577
Reliant Investment Management
Tennessee
$4.88M +$4.6M +24,547 +1,636%
GA
578
GFS Advisors
Texas
$4.82M -$556K -2,970 -10%
ANTB
579
AMG National Trust Bank
Colorado
$4.78M -$88K -470 -2%
SIM
580
Stratos Investment Management
Ohio
$4.75M +$158K +844 +3%
WIS
581
Wright Investors Service
Connecticut
$4.7M -$1.06M -5,653 -18%
ACM
582
Adalta Capital Management
New York
$4.7M -$30.3K -162 -0.6%
B
583
Bensler
Washington
$4.68M +$422K +2,252 +10%
BL
584
Bleichroeder LP
New York
$4.68M – – –
KC
585
Kingfisher Capital
North Carolina
$4.67M -$85.1K -454 -2%
EOJOAM
586
E. Ohman J:or Asset Management
Sweden
$4.66M -$768K -4,100 -14%
LNWWM
587
Laird Norton Wetherby Wealth Management
California
$4.63M +$123K +658 +3%
RWP
588
RWA Wealth Partners
Massachusetts
$4.63M +$2.13M +11,367 +85%
ASN
589
Advisory Services Network
Georgia
$4.6M +$288K +1,539 +7%
TSS
590
Two Sigma Securities
New York
$4.59M -$1.17M -6,254 -20%
SCM
591
Silvant Capital Management
Georgia
$4.56M -$398K -2,125 -8%
RJT
592
Raymond James Trust
Florida
$4.56M +$501K +2,676 +12%
CWM
593
Concentric Wealth Management
California
$4.55M +$75.1K +401 +2%
TLP
594
Trinity Legacy Partners
Texas
$4.53M +$10.5K +56 +0.2%
CCG
595
Chatham Capital Group
Georgia
$4.53M +$183K +975 +4%
FHB
596
First Hawaiian Bank
Hawaii
$4.49M +$98.4K +525 +2%
GFS
597
GYL Financial Synergies
Connecticut
$4.47M -$21.4K -114 -0.5%
FCH
598
Freestone Capital Holdings
Washington
$4.47M +$3.75K +20 +0.1%
KFP
599
KMG Fiduciary Partners
Ohio
$4.46M +$8.81K +47 +0.2%
SCP
600
Sandhill Capital Partners
New York
$4.42M -$467K -2,493 -10%
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