AXP icon

American Express
AXP

Overview Fund Activity

2,168 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 710 increasing their positions, 802 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,168
Holders Change
+186
Holders Change %
+9.38%
% of All Funds
31.79%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.87%
New
331
Increased
710
Reduced
802
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.09B
2
Harris Associates
2
Harris Associates
Illinois
$938M
3
BlackRock
3
BlackRock
New York
$8.26B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.2B
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$450M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.06B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$91.7M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.97B
5
Norges Bank
5
Norges Bank
Norway
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
51
Barrow, Hanley, Mewhinney & Strauss
Texas
$236M -$11.7M -62,322 -5%
MIHAS
52
Maj Invest Holding A/S
Denmark
$229M -$37.4M -199,878 -14%
Holocene Advisors
53
Holocene Advisors
New York
$228M -$32.3M -172,635 -12%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$225M -$18M -95,859 -7%
ClearBridge Investments
55
ClearBridge Investments
New York
$224M -$5.07M -27,065 -2%
Aberdeen Group
56
Aberdeen Group
United Kingdom
$223M -$93.5M -498,893 -30%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$221M -$3.16M -16,854 -1%
Corient Private Wealth
58
Corient Private Wealth
Florida
$221M +$4.03M +21,528 +2%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$220M +$65M +346,007 +42%
Grantham, Mayo, Van Otterloo & Co (GMO)
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$220M -$955K -5,100 -0.4%
First Trust Advisors
61
First Trust Advisors
Illinois
$208M -$92.2M -492,067 -31%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$200M -$6.78M -36,170 -3%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$196M -$2.16M -11,538 -1%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$194M -$4.65M -24,819 -2%
National Pension Service
65
National Pension Service
South Korea
$192M +$3.84M +20,518 +2%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$187M +$560K +2,987 +0.3%
TAM
67
Timucuan Asset Management
Florida
$183M -$2.79M -14,873 -1%
EIP
68
Epoch Investment Partners
New York
$180M +$57.9M +309,241 +48%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$171M +$6.78M +36,372 +4%
DSA
70
Davis Selected Advisers
Arizona
$169M -$5.4M -28,809 -3%
WIM
71
Waverton Investment Management
United Kingdom
$168M +$4.61M +24,597 +3%
CF
72
Canoe Financial
Alberta, Canada
$166M +$73.5M +392,269 +79%
Axa
73
Axa
France
$164M -$88.5M -472,555 -35%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$164M -$3.83M -20,469 -2%
TAM
75
Troy Asset Management
United Kingdom
$163M -$31.1M -165,744 -16%
1 2
3
4 5