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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 %
GI
951
GLOBALT Investments
Georgia
$1.51M +$1.51M +8,077 New
BCM
952
Boltwood Capital Management
California
$1.51M -$34.7K -185 -2%
AR
953
Advisory Research
Illinois
$1.51M -$95K -507 -6%
UHC
954
Union Heritage Capital
Michigan
$1.5M – – –
OM
955
OV Management
Minnesota
$1.5M +$1.5M +8,000 New
PAM
956
Palisade Asset Management
Minnesota
$1.5M -$46.8K -250 -3%
OFS
957
Oldfather Financial Services
Nebraska
$1.5M -$5.06K -27 -0.3%
PFBT
958
Parkside Financial Bank & Trust
Missouri
$1.49M -$4.68K -25 -0.3%
RCM
959
RNC Capital Management
California
$1.48M -$45.9K -245 -3%
MPWT
960
MassMutual Private Wealth & Trust
Connecticut
$1.48M -$16.3K -87 -1%
FNBT
961
FineMark National Bank & Trust
Florida
$1.48M -$9.37K -50 -0.6%
RIM
962
Redwood Investment Management
Arizona
$1.45M +$1.45M +7,752 New
SCM
963
Sirios Capital Management
Massachusetts
$1.45M -$7.15M -38,145 -83%
STA
964
Summit Trail Advisors
New York
$1.45M +$77.6K +414 +6%
RMAM
965
Raab & Moskowitz Asset Management
New Jersey
$1.45M -$32.8K -175 -2%
FFO
966
Fiduciary Family Office
Florida
$1.44M +$1.44M +7,713 New
SB
967
Simmons Bank
Arkansas
$1.44M -$212K -1,132 -13%
EM
968
Excalibur Management
Massachusetts
$1.44M -$31.8K -170 -2%
BEI
969
Benjamin Edwards Inc
Missouri
$1.44M +$1.27M +6,794 +783%
AC
970
Arjuna Capital
North Carolina
$1.43M -$1.59M -8,464 -53%
AIM
971
Anchor Investment Management
South Carolina
$1.43M -$95.5K -510 -6%
BIC
972
Beach Investment Counsel
Pennsylvania
$1.43M – – –
ST
973
Spinnaker Trust
Maine
$1.43M – – –
RCM
974
RMR Capital Management
California
$1.43M +$1.43M +7,629 New
RL
975
Retireful LLC
Michigan
$1.43M +$1.43M +7,607 New
37 38
39
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