AXP icon

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 %
TH
751
TCTC Holdings
Texas
$2.59M +$24.9K +133 +1%
GD
752
Grandfield & Dodd
New York
$2.59M -$159K -850 -6%
BFA
753
Benedict Financial Advisors
Georgia
$2.58M +$66.5K +355 +3%
CFGS
754
Concourse Financial Group Securities
Alabama
$2.58M -$191K -1,019 -7%
TMAM
755
Tokio Marine Asset Management
Japan
$2.58M +$89.9K +480 +4%
CWMU
756
Caliber Wealth Management (Utah)
Utah
$2.58M +$85.1K +454 +3%
FSA
757
Fort Sheridan Advisors
Illinois
$2.56M – – –
SS
758
Simplicity Solutions
Minnesota
$2.56M +$206K +1,102 +9%
SBIA
759
Sheaff Brock Investment Advisors
Indiana
$2.55M – – –
BFO
760
Boston Family Office
Massachusetts
$2.55M -$20.6K -110 -0.8%
PFSC
761
Peoples Financial Services Corp
Pennsylvania
$2.54M -$48.7K -260 -2%
TPCW
762
TD Private Client Wealth
New York
$2.54M +$9.18K +49 +0.4%
CAM
763
Columbia Asset Management
Michigan
$2.54M +$21.4K +114 +0.8%
ILI
764
Invesco LLC (Illinois)
Illinois
$2.52M -$20.6K -110 -0.8%
GSB
765
Greenfield Savings Bank
Massachusetts
$2.52M +$46.5K +248 +2%
CG
766
Caprock Group
Idaho
$2.51M +$111K +593 +5%
Impax Asset Management Group
767
Impax Asset Management Group
United Kingdom
$2.51M +$33.9K +181 +1%
FDS
768
First Dallas Securities
Texas
$2.51M +$2.22M +11,849 +777%
CT
769
Colonial Trust
South Carolina
$2.5M +$372K +1,987 +17%
CA
770
Commerzbank Aktiengesellschaft
Germany
$2.5M -$4.62M -24,644 -65%
WG
771
Welch Group
Alabama
$2.5M +$187K +1,000 +8%
GIA
772
Gladstone Institutional Advisory
Florida
$2.5M +$99.5K +531 +4%
LNC
773
Lincoln National Corp
Pennsylvania
$2.49M +$127K +676 +5%
VI
774
Vestcor Inc
New Brunswick, Canada
$2.49M -$26.8K -143 -1%
AWM
775
Apollon Wealth Management
South Carolina
$2.47M +$1.26M +6,705 +103%
29 30
31
32 33