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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 %
WCM
1051
Weik Capital Management
Pennsylvania
$1.17M +$57.1K +305 +5%
AF
1052
Allworth Financial
California
$1.17M +$98.2K +524 +9%
RWB
1053
RMR Wealth Builders
New Jersey
$1.16M +$244K +1,302 +27%
SIA
1054
Strategic Investment Advisors
Michigan
$1.16M -$274K -1,463 -19%
DAM
1055
Derbend Asset Management
Georgia
$1.16M – – –
CFGA
1056
Cambridge Financial Group (Arizona)
Arizona
$1.15M +$1.15M +6,165 New
LWCFA
1057
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.15M -$6.42K -32 -0.6%
ACA
1058
Aptus Capital Advisors
Alabama
$1.15M -$1.35M -7,189 -54%
HB
1059
HTLF Bank
Colorado
$1.15M +$1.15M +6,155 New
EF
1060
Empowered Funds
Pennsylvania
$1.15M -$78.1K -417 -6%
MAA
1061
Mraz Amerine & Associates
California
$1.15M – – –
AWC
1062
Abundance Wealth Counselors
Pennsylvania
$1.15M +$129K +690 +13%
KCM
1063
KRS Capital Management
Michigan
$1.14M -$32.2K -172 -3%
MFG
1064
Merit Financial Group
Georgia
$1.14M -$420K -2,240 -27%
MA
1065
Mutual Advisors
Nebraska
$1.13M -$173K -921 -13%
PCM
1066
Penserra Capital Management
California
$1.13M -$62K -331 -5%
LAM
1067
LECAP Asset Management
United Kingdom
$1.13M +$1.13M +6,021 New
IIA
1068
IPG Investment Advisors
California
$1.13M +$1.13M +6,012 New
PVI
1069
Pine Valley Investments
New Jersey
$1.13M -$166K -886 -13%
WC
1070
Weil Company
California
$1.12M – – –
QOP
1071
Quinn Opportunity Partners
Virginia
$1.12M +$749K +4,000 +200%
LNB
1072
Ledyard National Bank
$1.11M -$937 -5 -0.1%
YIA
1073
YHB Investment Advisors
Connecticut
$1.11M -$243K -1,296 -18%
MG
1074
Mather Group
Illinois
$1.11M -$29.6K -158 -3%
EGM
1075
Engineers Gate Manager
New York
$1.1M -$7.33M -39,110 -87%
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