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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 %
BCM
601
Birmingham Capital Management
Alabama
$4.42M -$318K -1,700 -7%
OMC
602
Overbrook Management Corp
New York
$4.39M -$66.9K -357 -2%
MLICM
603
Metropolitan Life Insurance Company (MetLife)
New York
$4.39M -$120K -639 -3%
PWMAG
604
Pinnacle Wealth Management Advisory Group
New Jersey
$4.38M -$12.9K -69 -0.3%
WCM
605
Wisconsin Capital Management
Wisconsin
$4.34M +$62.4K +333 +1%
SF
606
Synovus Financial
Georgia
$4.32M -$1.43M -7,644 -25%
IC
607
IEQ Capital
California
$4.31M +$434K +2,319 +11%
RC
608
RBF Capital
California
$4.31M – – –
BIMC
609
Benson Investment Management Company
Virginia
$4.3M +$45.9K +245 +1%
GIM
610
Grassi Investment Management
California
$4.3M – – –
VVP
611
Venture Visionary Partners
Ohio
$4.3M -$39.7K -212 -0.9%
NEAM
612
New England Asset Management
Connecticut
$4.27M – – –
MAM
613
Magellan Asset Management
Australia
$4.24M +$4.01M +21,389 +1,750%
HCM
614
Hutner Capital Management
Vermont
$4.24M -$75.9K -405 -2%
CIM
615
Chapman Investment Management
California
$4.18M +$112K +599 +3%
NGA
616
Naples Global Advisors
Florida
$4.18M +$138K +737 +3%
CWM
617
Chemistry Wealth Management
New York
$4.17M -$375 -2 -0%
VCA
618
Verdence Capital Advisors
Maryland
$4.16M +$79.8K +426 +2%
FM
619
Family Management
New York
$4.15M – – –
CT
620
Coastline Trust
Rhode Island
$4.15M -$52.1K -278 -1%
Credit Agricole
621
Credit Agricole
France
$4.09M -$638K -3,403 -13%
HCM
622
Hodges Capital Management
Texas
$4.09M +$941K +5,022 +30%
SIG
623
Stonegate Investment Group
Alabama
$4.08M -$175K -932 -4%
FG
624
Fiduciary Group
Georgia
$4.08M -$20.4K -109 -0.5%
BBNA
625
Bremer Bank National Association
Minnesota
$4.05M +$4.05M +21,606 New
23 24
25
26 27