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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 %
PA
801
Profund Advisors
Maryland
$2.3M +$252K +1,345 +12%
SIA
802
Schechter Investment Advisors
Michigan
$2.29M +$72.9K +389 +3%
BOS
803
Bank of Stockton
California
$2.27M -$109K -596 -5%
TCOT
804
Trust Company of Toledo
Ohio
$2.27M -$80.7K -431 -3%
III
805
Independent Investors Inc
New York
$2.25M – – –
CA
806
CoreCap Advisors
Michigan
$2.25M -$1.01M -5,380 -31%
FFN
807
Focus Financial Network
Minnesota
$2.24M +$1.41M +7,529 +170%
IAS
808
Insigneo Advisory Services
Florida
$2.23M +$619K +3,303 +38%
SAG
809
SageView Advisory Group
California
$2.23M +$1.22M +5,997 +122%
BWM
810
BNC Wealth Management
Oregon
$2.21M +$129K +691 +6%
XWM
811
Xcel Wealth Management
Florida
$2.21M -$141K -750 -6%
MMPW
812
Mitchell McLeod Pugh & Williams
Alabama
$2.2M +$5.62K +30 +0.3%
BSA
813
Bull Street Advisors
Georgia
$2.2M -$12.2K -65 -0.6%
MNBTD
814
Moody National Bank Trust Division
Texas
$2.19M -$1.45M -7,714 -40%
SC
815
Scotia Capital
Ontario, Canada
$2.19M +$106K +565 +5%
V
816
ValueWorks
New York
$2.19M -$68.9K -368 -3%
B
817
Bailard
California
$2.19M +$70.8K +378 +3%
LBC
818
Lowe Brockenbrough & Co
Virginia
$2.18M +$31.8K +170 +1%
BBA
819
BLB&B Advisors
Pennsylvania
$2.18M -$7.49K -40 -0.3%
LT
820
Lindsell Train
United Kingdom
$2.17M – – –
GWMIA
821
Global Wealth Management Investment Advisory
Florida
$2.17M +$114K +609 +6%
ACP
822
Arcus Capital Partners
Georgia
$2.17M – – –
FIM
823
Fruth Investment Management
Texas
$2.16M – – –
NHC
824
Nicholas Hoffman & Company
Georgia
$2.16M -$49.3K -263 -2%
Aristotle Capital Management
825
Aristotle Capital Management
California
$2.16M – – –
31 32
33
34 35