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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 %
BPWM
851
Badgley Phelps Wealth Managers
Washington
$1.95M -$57.9K -309 -3%
SAM
852
Sawgrass Asset Management
Florida
$1.95M +$2.62K +14 +0.1%
GC
853
Guardian Capital
Ontario, Canada
$1.95M – – –
WGCA
854
Wolf Group Capital Advisors
Virginia
$1.94M +$55.2K +317 +3%
PS
855
Principal Securities
Iowa
$1.94M +$1.94M +10,329 New
HT
856
Headlands Technologies
Illinois
$1.93M +$29.6K +158 +2%
RT
857
Rockland Trust
Massachusetts
$1.92M -$611K -3,263 -24%
FIM
858
Freedom Investment Management
Connecticut
$1.91M -$175K -935 -8%
BIA
859
Bigelow Investment Advisors
Maine
$1.91M +$30K +160 +2%
SYBT
860
Stock Yards Bank & Trust
Kentucky
$1.91M -$33.3K -178 -2%
JFG
861
Jefferies Financial Group
New York
$1.91M +$1.35M +7,210 +243%
PH
862
Pinnacle Holdings
Oklahoma
$1.9M -$15K -80 -0.8%
BHPW
863
Beverly Hills Private Wealth
California
$1.89M -$54.1K -289 -3%
JA
864
JLB & Associates
Michigan
$1.89M +$573K +3,059 +44%
CCP
865
Cunning Capital Partners
North Carolina
$1.89M – – –
CWM
866
Congress Wealth Management
Massachusetts
$1.88M +$1.25M +6,654 +196%
DAM
867
Doheny Asset Management
California
$1.88M -$197K -1,050 -9%
MWM
868
Mission Wealth Management
California
$1.87M +$33.3K +178 +2%
VIM
869
Vinva Investment Management
Australia
$1.87M +$174K +927 +10%
WI
870
Wintrust Investments
Illinois
$1.86M -$51.2K -273 -3%
QI
871
Qtron Investments
Massachusetts
$1.86M +$199K +1,063 +12%
NAM
872
NTV Asset Management
West Virginia
$1.86M – – –
FSA
873
Financial Security Advisor
Virginia
$1.86M +$5.06K +27 +0.3%
HI
874
Horizon Investments
North Carolina
$1.86M -$110K -591 -6%
PIM
875
Penobscot Investment Management
Massachusetts
$1.85M -$112K -600 -6%
33 34
35
36 37