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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 %
EWA
626
EP Wealth Advisors
California
$4.05M +$318K +1,700 +9%
UF
627
Univest Financial
Pennsylvania
$4.02M -$12.6K -67 -0.3%
IAN
628
Integrated Advisors Network
Texas
$4.01M +$3.66M +19,535 +1,057%
CT
629
Chicago Trust
Illinois
$3.98M -$154K -823 -4%
OIA
630
OneDigital Investment Advisors
Kansas
$3.98M +$743K +3,967 +23%
GT
631
Greenleaf Trust
Michigan
$3.97M -$55.5K -296 -1%
EF
632
Empirical Finance
Pennsylvania
$3.97M – – –
QCM
633
Quantinno Capital Management
New York
$3.96M +$998K +5,327 +34%
SWM
634
Salvus Wealth Management
New Jersey
$3.96M -$81.5K -435 -2%
BL
635
BFSG LLC
California
$3.96M +$56.4K +301 +1%
LOAME
636
Lombard Odier Asset Management (Europe)
United Kingdom
$3.9M +$3.9M +20,831 New
LG
637
LaFleur & Godfrey
Michigan
$3.9M +$183K +979 +5%
PMG
638
ProVise Management Group
Florida
$3.88M +$111K +591 +3%
GHAM
639
Gilman Hill Asset Management
Connecticut
$3.85M +$30.9K +165 +0.8%
GRQ
640
Gardner Russo & Quinn
Pennsylvania
$3.85M -$1.43M -7,641 -27%
FG
641
Foster Group
Iowa
$3.85M – – –
KRSITF
642
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.84M -$562 -3 -0%
TC
643
TownSquare Capital
Utah
$3.81M -$294K -1,571 -7%
SI
644
Stephens Inc
Arkansas
$3.8M -$43.7K -233 -1%
BRWA
645
B. Riley Wealth Advisors
Florida
$3.79M -$131K -699 -3%
GPTE
646
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.77M – – –
SWM
647
Sendero Wealth Management
Texas
$3.76M +$3.23M +17,266 +614%
SLI
648
Sumitomo Life Insurance
Japan
$3.76M -$155K -830 -4%
AOI
649
Auto-Owners Insurance
Michigan
$3.74M – – –
NG
650
Northstar Group
New York
$3.73M +$374K +1,995 +11%
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