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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 %
TPI
1076
Trust Point Inc
Wisconsin
$1.1M +$1.1M +5,880 New
MIA
1077
MeadowBrook Investment Advisors
Michigan
$1.1M +$1.1M +5,863 New
Bank Julius Baer & Co
1078
Bank Julius Baer & Co
Switzerland
$1.1M -$1.02M -5,437 -48%
DWP
1079
Daymark Wealth Partners
Ohio
$1.09M -$7.32K -671 -0.7%
TCM
1080
Twin Capital Management
Pennsylvania
$1.09M +$1.09M +5,840 New
LA
1081
LM Advisors
California
$1.09M +$1.09M +5,833 New
SIM
1082
Sentry Investment Management
Wisconsin
$1.09M +$458K +2,446 +72%
FWCM
1083
Ferguson Wellman Capital Management
Oregon
$1.09M -$60.3K -322 -5%
HWP
1084
Highline Wealth Partners
California
$1.08M – – –
GITFIT
1085
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.08M – – –
TW
1086
TrinityPoint Wealth
Connecticut
$1.08M +$8.06K +43 +0.8%
LSPW
1087
Lake Street Private Wealth
Illinois
$1.08M +$682K +3,641 +173%
SPC
1088
Sigma Planning Corp
Michigan
$1.08M -$898K -4,794 -46%
MMC
1089
Mizuho Markets Cayman
Cayman Islands
$1.07M +$253K +1,350 +31%
BCG
1090
BayBridge Capital Group
California
$1.07M +$1.07M +5,860 New
FCG
1091
Fielder Capital Group
Tennessee
$1.06M +$1.06M +5,681 New
PIM
1092
Profit Investment Management
Maryland
$1.06M +$205K +1,092 +24%
LWANC
1093
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.06M +$375 +2 +0%
ONB
1094
Old National Bancorp
Indiana
$1.06M +$54.5K +291 +5%
CL
1095
Choreo LLC
Illinois
$1.06M +$199K +1,063 +23%
RAM
1096
Ramirez Asset Management
New York
$1.05M – – –
SP
1097
Stonebrook Private
Michigan
$1.05M +$1.05M +5,586 New
NWM
1098
Northcape Wealth Management
New York
$1.05M -$14.8K -79 -1%
A
1099
AlphaQuest
New York
$1.04M +$1.04M +5,564 New
ECG
1100
Edge Capital Group
Georgia
$1.03M -$103K -549 -9%
42 43
44
45 46