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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 %
WA
676
WP Advisors
California
$3.42M -$7.31K -39 -0.2%
NMIMC
677
Northwestern Mutual Investment Management Company
Wisconsin
$3.41M -$26.6K -142 -0.8%
MKA
678
M. Kulyk & Associates
Georgia
$3.4M -$169K -900 -5%
HH
679
Hilltop Holdings
Texas
$3.4M +$2.61M +13,925 +329%
MVA
680
Mount Vernon Associates
Maryland
$3.4M -$37.5K -200 -1%
GIM
681
Goelzer Investment Management
Indiana
$3.4M -$237K -1,267 -7%
SAM
682
Selway Asset Management
$3.4M +$73.4K +392 +2%
TI
683
Tidal Investments
Wisconsin
$3.38M +$241K +1,289 +8%
PCI
684
Pacifica Capital Investments
Texas
$3.38M -$51.5K -275 -2%
CA
685
Cetera Advisors
Colorado
$3.37M +$80.9K +432 +2%
CA
686
Callahan Advisors
Texas
$3.36M -$4.5K -24 -0.1%
CCM
687
Condor Capital Management
New Jersey
$3.35M +$587K +3,132 +21%
ECM
688
Elgethun Capital Management
South Dakota
$3.35M -$34.8K -186 -1%
RBA
689
Richard Bernstein Advisors
New York
$3.34M -$450K -2,402 -12%
COI
690
Connable Office Inc
Michigan
$3.34M -$13.5K -72 -0.4%
BFA
691
Bill Few Associates
Pennsylvania
$3.32M -$26.2K -140 -0.8%
NL
692
NVWM LLC
Pennsylvania
$3.32M -$30.4K -162 -0.9%
AAS
693
Avantax Advisory Services
Texas
$3.31M +$699K +3,731 +27%
ALAM
694
Asahi Life Asset Management
Japan
$3.28M -$2.19M -11,714 -40%
GT
695
Glenview Trust
Kentucky
$3.28M +$371K +1,979 +13%
SWA
696
Strata Wealth Advisors
Texas
$3.27M +$3.27M +17,479 New
GAM
697
Groupama Asset Management
France
$3.27M +$3.27M +17,450 New
FTDI
698
First Trust Direct Indexing
Massachusetts
$3.26M +$1.69M +8,995 +107%
MC
699
Mathes Company
New York
$3.24M +$4.68K +25 +0.1%
MYLI
700
Meiji Yasuda Life Insurance
Japan
$3.23M -$772K -4,119 -19%
26 27
28
29 30