AXP icon

American Express
AXP

Overview Fund Activity

2,168 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 710 increasing their positions, 802 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,168
Holders Change
+186
Holders Change %
+9.38%
% of All Funds
31.79%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.87%
New
331
Increased
710
Reduced
802
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.09B
2
Harris Associates
2
Harris Associates
Illinois
$938M
3
BlackRock
3
BlackRock
New York
$8.26B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.2B
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$450M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.06B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$91.7M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.97B
5
Norges Bank
5
Norges Bank
Norway
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
76
Franklin Resources
California
$162M -$8.68M -46,343 -5%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$157M +$62.8M +333,609 +67%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$155M -$16.5M -88,082 -10%
GF
79
Gabelli Funds
New York
$150M -$6.44M -34,358 -4%
Prudential Financial
80
Prudential Financial
New Jersey
$146M +$45.5M +245,598 +45%
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$144M +$3.58M +19,113 +3%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$141M +$17.2M +91,685 +14%
KBC Group
83
KBC Group
Belgium
$137M +$27.1M +144,721 +25%
William Blair & Company
84
William Blair & Company
Illinois
$133M +$58.8K +314 +0%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$131M +$6.01M +32,060 +5%
Victory Capital Management
86
Victory Capital Management
Texas
$130M +$44.8M +238,955 +53%
Luther King Capital Management (LKCM)
87
Luther King Capital Management (LKCM)
Texas
$128M +$4.24M +22,652 +3%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$126M +$69M +368,505 +120%
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$126M +$1.25M +6,687 +1%
CI Investments Inc
90
CI Investments Inc
Ontario, Canada
$126M -$1.86M -9,947 -1%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$123M -$29.5M -157,362 -19%
RJA
92
Raymond James & Associates
Florida
$121M +$6.29M +33,562 +5%
Principal Financial Group
93
Principal Financial Group
Iowa
$121M -$1.49M -7,939 -1%
DLA
94
Douglas Lane & Associates
New York
$118M -$4.11M -21,943 -3%
GI
95
GAMCO Investors
Connecticut
$118M -$4.07M -21,734 -3%
Macquarie Group
96
Macquarie Group
Australia
$118M -$5.03M -26,830 -4%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$117M +$8.79M +46,914 +8%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$116M +$2.6M +13,879 +2%
Brown Advisory
99
Brown Advisory
Maryland
$116M +$5.6M +29,914 +5%
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$114M -$15M -80,258 -12%
2 3
4
5 6