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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 %
TCM
926
Teza Capital Management
Illinois
$1.64M -$210K -1,119 -11%
GIA
927
Gateway Investment Advisers
Ohio
$1.64M -$37.8K -202 -2%
ECM
928
Evergreen Capital Management
Washington
$1.64M -$38.8K -207 -2%
BAM
929
Berkshire Asset Management
Pennsylvania
$1.62M -$39K -208 -2%
HCMG
930
Howard Capital Management Group
California
$1.61M – – –
WKWM
931
Walter & Keenan Wealth Management
Indiana
$1.61M -$15.4K -82 -0.9%
ISL
932
Ingalls & Snyder LLC
New York
$1.61M -$65.6K -350 -4%
HSA
933
HBK Sorce Advisory
Pennsylvania
$1.6M +$187 +1 +0%
FHA
934
First Horizon Advisors
Tennessee
$1.6M +$155K +828 +11%
TFCM
935
Taylor Frigon Capital Management
Arizona
$1.59M -$45.3K -242 -3%
MSAM
936
Moloney Securities Asset Management
Missouri
$1.59M – – –
IP
937
Intellectus Partners
California
$1.57M +$71.9K +384 +5%
CNBTD
938
Citizens National Bank Trust Department
Mississippi
$1.57M -$13.1K -70 -0.8%
P
939
Pitcairn
Pennsylvania
$1.57M -$15K -80 -0.9%
OPCM
940
Osborne Partners Capital Management
California
$1.57M +$18.7K +100 +1%
HCA
941
Harbor Capital Advisors
Illinois
$1.57M -$5.81K -31 -0.4%
MC
942
Moors & Cabot
Massachusetts
$1.56M +$4.5K +24 +0.3%
ANB
943
Amarillo National Bank
Texas
$1.56M -$11.4K -61 -0.7%
CCFCSB
944
Cape Cod Five Cents Savings Bank
Massachusetts
$1.55M -$1.7M -9,052 -52%
PWP
945
Principle Wealth Partners
Connecticut
$1.55M +$339K +1,810 +28%
WWM
946
Western Wealth Management
Colorado
$1.55M -$33.7K -180 -2%
LFRG
947
Lazard Frères Gestion
France
$1.55M -$9.38K -50 -0.6%
TFS
948
Thoroughbred Financial Services
Tennessee
$1.54M +$7.12K +38 +0.5%
TIM
949
Triad Investment Management
California
$1.52M – – –
EAM
950
EFG Asset Management
Oregon
$1.52M +$594K +3,172 +64%
36 37
38
39 40