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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 %
FI
726
FJ Investments
Utah
$2.85M +$2.85M +15,200 New
CWM
727
Compass Wealth Management
Connecticut
$2.83M -$37.5K -200 -1%
TBA
728
Tower Bridge Advisors
Pennsylvania
$2.82M -$9.37K -50 -0.3%
SFA
729
Sequoia Financial Advisors
Ohio
$2.78M +$778K +4,153 +39%
WAC
730
William Allan Corp
Colorado
$2.77M -$155K -827 -5%
EWM
731
Evercore Wealth Management
New York
$2.77M -$30.5K -163 -1%
BWM
732
Bulltick Wealth Management
Florida
$2.76M +$50.2K +268 +2%
SVWAG
733
Sound View Wealth Advisors Group
Georgia
$2.76M +$306K +1,633 +12%
CIP
734
Chartwell Investment Partners
Pennsylvania
$2.75M +$216K +1,154 +9%
CWI
735
Conscious Wealth Investments
Florida
$2.75M +$2.75M +14,612 New
IVP
736
Intrinsic Value Partners
Arizona
$2.74M -$33.7K -180 -1%
KCM
737
Kanawha Capital Management
Virginia
$2.73M -$37.7K -201 -1%
VAS
738
Valicenti Advisory Services
New York
$2.7M +$2.7M +14,430 New
TCOV
739
Trust Company of Vermont
Vermont
$2.69M -$2.29M -12,238 -46%
EHWM
740
Eads & Heald Wealth Management
Georgia
$2.69M -$38.4K -205 -1%
WC
741
Wynn Capital
Georgia
$2.68M +$2.68M +14,315 New
PAS
742
Park Avenue Securities
New York
$2.67M +$656K +3,503 +33%
AA
743
ALPS Advisors
Colorado
$2.67M +$73.8K +394 +3%
IAS
744
Investment Advisory Services
Texas
$2.66M -$29.6K -158 -1%
RCAG
745
Rehmann Capital Advisory Group
Michigan
$2.65M -$107K -570 -4%
CIA
746
Concurrent Investment Advisors
Florida
$2.63M +$2.63M +14,041 New
WB
747
Webster Bank
Connecticut
$2.63M -$74K -395 -3%
BFA
748
Brendel Financial Advisors
New Hampshire
$2.63M +$2.63M +14,021 New
EH
749
Equitable Holdings
New York
$2.62M +$447K +2,385 +21%
TA
750
Townsend & Associates
Colorado
$2.61M +$12.6K +68 +0.5%
28 29
30
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