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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 %
CCA
1026
Checchi Capital Advisers
California
$1.23M +$56.4K +301 +5%
ATPW
1027
Ashton Thomas Private Wealth
Arizona
$1.23M +$113K +603 +10%
PP
1028
Patten & Patten
Tennessee
$1.23M -$65.6K -350 -5%
CB
1029
Community Bank
New York
$1.22M -$182K -969 -13%
Verition Fund Management
1030
Verition Fund Management
Connecticut
$1.21M -$7.11M -37,968 -85%
SWA
1031
SOA Wealth Advisors
New York
$1.21M -$80.7K -431 -6%
WC
1032
Woodstock Corp
Massachusetts
$1.21M -$159K -850 -12%
DPIM
1033
Duff & Phelps Investment Management
Illinois
$1.2M – – –
SAIG
1034
Semper Augustus Investments Group
Colorado
$1.2M – – –
LDB
1035
Lee, Danner & Bass
Tennessee
$1.2M -$150K -800 -11%
AIP
1036
Ameritas Investment Partners
Nebraska
$1.2M -$55.8K -298 -4%
SCI
1037
S&CO Inc
Massachusetts
$1.2M – – –
BOH
1038
Bank of Hawaii
Hawaii
$1.19M -$298K -1,589 -20%
APW
1039
Aurora Private Wealth
New Jersey
$1.19M – – –
WBC
1040
Westpac Banking Corp
Australia
$1.19M -$348K -1,860 -23%
WANY
1041
Wealthspire Advisors (New York)
New York
$1.19M +$117K +625 +11%
LTAS
1042
Linden Thomas Advisory Services
North Carolina
$1.18M +$170K +906 +17%
PGWM
1043
Parisi Gray Wealth Management
New Jersey
$1.18M +$1.12K +6 +0.1%
AWCI
1044
Alpine Woods Capital Investors
New York
$1.18M – – –
AL
1045
Aspiriant LLC
California
$1.18M +$217K +1,160 +23%
SFO
1046
Stokes Family Office
Louisiana
$1.18M -$291K -1,552 -20%
MFS
1047
Mirabella Financial Services
United Kingdom
$1.17M +$850K +4,538 +263%
GRP
1048
Global Retirement Partners
California
$1.17M +$49.6K +274 +4%
CS
1049
Cannell & Spears
New York
$1.17M +$73.6K +393 +7%
CI
1050
Cigna Investments
Connecticut
$1.17M -$27.4K -146 -2%
40 41
42
43 44