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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 %
NB
651
NBT Bank
New York
$3.72M +$123K +658 +3%
KSWA
652
Kathleen S. Wright Associates
Pennsylvania
$3.72M -$184K -1,000 -5%
SCA
653
Snowden Capital Advisors
New York
$3.71M +$39.2K +209 +1%
OLA
654
Oliver Luxxe Assets
New Jersey
$3.65M +$8.24K +44 +0.2%
ECU
655
Eisler Capital (UK)
United Kingdom
$3.62M -$36.5M -194,775 -91%
PNC
656
Park National Corp
Ohio
$3.61M -$94K -502 -3%
OC
657
Optimas Capital
Hong Kong
$3.6M +$3.6M +19,200 New
BCM
658
Barden Capital Management
Texas
$3.59M +$2.04M +13,260 +131%
Carson Wealth (CWM LLC)
659
Carson Wealth (CWM LLC)
Nebraska
$3.58M +$25.7K +137 +0.7%
MWM
660
Modera Wealth Management
New Jersey
$3.57M -$17.4K -93 -0.5%
KWM
661
Kingsview Wealth Management
Oregon
$3.57M -$120K -639 -3%
SSW
662
Stone Summit Wealth
Florida
$3.57M -$190K -1,015 -5%
CW
663
Connectus Wealth
Ohio
$3.56M -$184K -984 -5%
AWM
664
Avior Wealth Management
Nebraska
$3.54M +$73.1K +390 +2%
CC
665
Courier Capital
New York
$3.54M -$112K -600 -3%
MCB
666
Morton Community Bank
Illinois
$3.53M +$3.53M +18,866 New
LSIA
667
LaSalle St. Investment Advisors
Illinois
$3.53M +$61.8K +33 +2%
AG
668
AIA Group
Hong Kong
$3.52M +$326K +1,740 +10%
SAM
669
Shell Asset Management
Netherlands
$3.52M -$881K -4,702 -20%
IGAM
670
iA Global Asset Management
Quebec, Canada
$3.48M +$2.27M +12,142 +189%
BCM
671
Buckhead Capital Management
Georgia
$3.47M +$32.8K +175 +1%
CA
672
CSM Advisors
Pennsylvania
$3.47M -$19.5K -104 -0.6%
HWAM
673
Hennion & Walsh Asset Management
New Jersey
$3.45M +$494K +2,636 +17%
CCM
674
Cullen Capital Management
New York
$3.43M -$1.13M -6,048 -25%
ECM
675
Everence Capital Management
Indiana
$3.42M +$1.14M +6,060 +50%
25 26
27
28 29