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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 %
TCPWM
776
Traverso Chambers Private Wealth Management
California
$2.47M – – –
SC
777
SouthState Corp
Florida
$2.46M +$2.21M +11,788 +870%
CIG
778
Cullen Investment Group
Louisiana
$2.46M +$2.46M +13,130 New
SSWM
779
Smith Salley Wealth Management
North Carolina
$2.45M +$56.2K +300 +2%
QCG
780
Quadrant Capital Group
Ohio
$2.44M +$59.9K +320 +3%
CCM
781
Coldstream Capital Management
Washington
$2.43M +$185K +989 +8%
SC
782
Sawyer & Company
Massachusetts
$2.41M -$103K -550 -4%
WOC
783
West Oak Capital
California
$2.41M +$22.4K +123 +0.9%
GWCM
784
Godshalk Welsh Capital Management
Pennsylvania
$2.4M -$128K -685 -5%
MA
785
Montag & Associates
Georgia
$2.4M +$103K +548 +4%
TFA
786
Teamwork Financial Advisors
Texas
$2.39M -$5.23M -27,940 -69%
CCG
787
Ceeto Capital Group
Florida
$2.39M +$37.5K +200 +2%
JCM
788
Jacobi Capital Management
Pennsylvania
$2.38M -$36.7K -196 -2%
HG
789
Herbst Group
Connecticut
$2.38M +$19.9K +106 +0.8%
IIL
790
Insight Inv LLC
California
$2.38M +$13.1K +70 +0.6%
S
791
SignatureFD
Georgia
$2.37M +$139K +744 +6%
CIC
792
Cornercap Investment Counsel
Georgia
$2.36M +$1.27M +6,771 +116%
AIM
793
AHL Investment Management
Florida
$2.36M -$13.1K -70 -0.6%
GC
794
GFG Capital
Florida
$2.33M -$26.2K -140 -1%
ACP
795
Aviance Capital Partners
Florida
$2.32M – – –
NIM
796
NEOS Investment Management
Connecticut
$2.32M +$199K +1,062 +9%
BFG
797
Bleakley Financial Group
New Jersey
$2.32M -$38.4K -205 -2%
SCM
798
SOL Capital Management
Maryland
$2.31M +$183K +975 +9%
GCGDR
799
Geo Capital Gestora de Recursos
Brazil
$2.31M +$1.22M +6,487 +111%
PCS
800
Personal CFO Solutions
New Jersey
$2.3M -$686K -3,659 -23%
30 31
32
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