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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 %
BFG
1001
Beacon Financial Group
Texas
$1.31M +$37.8K +202 +3%
GG
1002
Greenwood Gearhart
Arkansas
$1.31M -$181K -965 -12%
DIP
1003
Davis Investment Partners
North Carolina
$1.31M +$39.1K +209 +3%
FFM
1004
Forum Financial Management
Illinois
$1.3M -$42.5K -227 -3%
TAM
1005
Trust Asset Management
Texas
$1.3M – – –
GAM
1006
Gotham Asset Management
New York
$1.3M -$73.4K -392 -5%
DAS
1007
Dynamic Advisor Solutions
Arizona
$1.3M +$478K +2,526 +58%
MOS
1008
MGO One Seven
Ohio
$1.29M +$55.8K +298 +5%
OWP
1009
Obermeyer Wealth Partners
Colorado
$1.29M -$64.3K -343 -5%
PSB
1010
Piscataqua Savings Bank
New Hampshire
$1.29M +$2.62K +14 +0.2%
SA
1011
Strategic Advocates
Utah
$1.29M +$33.9K +181 +3%
CIA
1012
Citadel Investment Advisory
Ohio
$1.29M – – –
CFFP
1013
Center for Financial Planning
Michigan
$1.28M -$354K -1,890 -22%
IA
1014
Insight Advisors
Pennsylvania
$1.28M -$36K -192 -3%
EIM
1015
Essex Investment Management
Massachusetts
$1.27M -$46.3K -247 -4%
SF
1016
Symphony Financial
Texas
$1.27M +$1.27M +7,019 New
BB
1017
Busey Bank
Illinois
$1.26M -$16.5K -88 -1%
SP
1018
Stablepoint Partners
Massachusetts
$1.26M +$1.26M +6,724 New
BL
1019
Balentine LLC
Georgia
$1.26M -$104K -556 -8%
DI
1020
Diligent Investors
California
$1.25M – – –
ST
1021
Smithfield Trust
Pennsylvania
$1.25M -$9.36K -50 -0.7%
SA
1022
SRN Advisors
Pennsylvania
$1.24M +$25.9K +138 +2%
FLPIM
1023
F.L. Putnam Investment Management
Massachusetts
$1.24M +$53K +283 +4%
WTA
1024
Washington Trust Advisors
Massachusetts
$1.24M -$23K -123 -2%
AG
1025
Ascent Group
Virginia
$1.23M +$222K +1,044 +22%
39 40
41
42 43