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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 %
CC
876
Chicago Capital
Illinois
$1.85M – – –
EHC
877
Everett Harris & Co
California
$1.84M -$3.56K -19 -0.2%
PCP
878
Proficio Capital Partners
Massachusetts
$1.84M +$1.26M +6,748 +219%
JWCA
879
J.W. Cole Advisors
Florida
$1.84M +$482K +2,572 +36%
AWA
880
Arete Wealth Advisors
Illinois
$1.83M +$404K +2,158 +28%
BA
881
Bridgewater Associates
Connecticut
$1.82M +$256K +1,369 +16%
TBNY
882
Trustco Bank (New York)
New York
$1.82M +$15.4K +82 +0.9%
JIC
883
Joel Isaacson & Co
New York
$1.81M +$357K +1,904 +24%
CANY
884
Caxton Associates (New York)
New York
$1.81M +$1.28M +6,849 +244%
IPW
885
Inlet Private Wealth
Florida
$1.81M – – –
KC
886
Knuff & Co
California
$1.81M -$46.8K -250 -3%
VAG
887
VisionPoint Advisory Group
Texas
$1.81M -$39.7K -212 -2%
DEA
888
DoubleLine ETF Adviser
Florida
$1.8M +$123K +656 +7%
FWA
889
FOCUS Wealth Advisors
Texas
$1.79M -$15.6K -83 -0.9%
CC
890
Constitution Capital
Connecticut
$1.79M -$31.5K -168 -2%
BB
891
Berkshire Bank
Massachusetts
$1.79M +$23.6K +126 +1%
CP
892
CenterBook Partners
Connecticut
$1.78M -$3.14M -16,768 -64%
IFWM
893
Institute for Wealth Management
Colorado
$1.77M – – –
UAS
894
United Asset Strategies
New York
$1.77M +$94K +502 +6%
IAMOG
895
Investors Asset Management of Georgia
Georgia
$1.77M +$203K +1,100 +13%
MHIC
896
Marble Harbor Investment Counsel
Massachusetts
$1.77M -$8.99K -48 -0.5%
IA
897
IFG Advisory
Georgia
$1.77M -$284K -1,517 -14%
PI
898
PEAK6 Investments
Illinois
$1.76M -$9.61M -51,302 -85%
BCM
899
Bridgeway Capital Management
Texas
$1.76M -$618K -3,300 -26%
CPSC
900
Carl P. Sherr & Co
Massachusetts
$1.76M +$187 +1 +0%
34 35
36
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