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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 %
DA
976
Duality Advisers
Florida
$1.42M -$1.5M -8,031 -51%
MIA
977
MainStreet Investment Advisors
Illinois
$1.42M -$388K -2,073 -22%
MGIA
978
Moneta Group Investment Advisors
Missouri
$1.41M -$565K -3,014 -29%
CWM
979
Chesapeake Wealth Management
Virginia
$1.41M +$12.6K +67 +0.9%
ABC
980
Associated Banc-Corp
Wisconsin
$1.39M -$18.7K -100 -1%
HFM
981
Hartford Funds Management
Pennsylvania
$1.39M +$307K +1,639 +28%
HIC
982
Holderness Investments Company
North Carolina
$1.39M +$1.39M +7,432 New
KS
983
Karpas Strategies
Connecticut
$1.39M +$937 +5 +0.1%
CSC
984
Caldwell Sutter Capital
California
$1.38M – – –
NPT
985
Nixon Peabody Trust
Massachusetts
$1.37M +$1.37M +7,325 New
AI
986
AXS Investments
New York
$1.37M -$107K -570 -7%
AAM
987
Auxier Asset Management
Oregon
$1.36M – – –
VC
988
Veracity Capital
Georgia
$1.36M -$3.56K -19 -0.3%
BA
989
Birinyi Associates
Connecticut
$1.36M +$84.3K +450 +7%
CB
990
Cadence Bank
Mississippi
$1.35M -$937 -5 -0.1%
BMCM
991
Bryn Mawr Capital Management
Pennsylvania
$1.35M -$414K -2,207 -24%
VST
992
Van Strum & Towne
California
$1.34M – – –
NS
993
NBC Securities
Alabama
$1.34M -$40.3K -215 -3%
VA
994
Vident Advisory
Georgia
$1.33M -$151K -808 -10%
MFG
995
Monte Financial Group
Connecticut
$1.33M -$28.3K -151 -2%
TPW
996
Transatlantique Private Wealth
New York
$1.32M – – –
ML
997
McAdam LLC
Pennsylvania
$1.32M -$4.31K -23 -0.3%
RWM
998
Ritholtz Wealth Management
New York
$1.31M -$86.4K -461 -6%
TC
999
Telemus Capital
Michigan
$1.31M +$5.06K +27 +0.4%
FPCP
1000
Fort Point Capital Partners
California
$1.31M -$39.7K -212 -3%
38 39
40
41 42