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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 %
LAM
1101
L2 Asset Management
Massachusetts
$1.03M +$896K +4,781 +663%
IA
1102
Icon Advisers
Colorado
$1.03M – – –
HCM
1103
Hall Capital Management
Rhode Island
$1.02M +$29.4K +157 +3%
GBWM
1104
Granite Bay Wealth Management
New Hampshire
$1.01M – – –
LKIM
1105
Lawson Kroeker Investment Management
Nebraska
$1.01M +$24.9K +133 +3%
IWM
1106
IHT Wealth Management
Illinois
$1.01M +$11.2K +60 +1%
ZF
1107
Zhang Financial
Michigan
$1.01M +$62.9K +336 +7%
WA
1108
Wealth Alliance
New York
$1.01M -$101K -540 -9%
FCAS
1109
First Command Advisory Services
Texas
$1M – – –
PC
1110
Pecaut & Co
Iowa
$1M – – –
CAG
1111
Crestwood Advisors Group
Massachusetts
$999K +$13.7K +73 +1%
LC
1112
Lavaca Capital
Texas
$998K -$92.5K -494 -8%
FA
1113
FDx Advisors
Illinois
$993K -$93.3K -498 -9%
BIAS
1114
Beacon Investment Advisory Services
New Jersey
$987K -$1.23M -6,548 -55%
HWM
1115
Hohimer Wealth Management
Washington
$987K +$13.7K +73 +1%
LCS
1116
Levin Capital Strategies
New York
$985K +$36.3K +194 +4%
SA
1117
Strategic Advisors
New York
$982K +$10.9K +58 +1%
CFG
1118
Carr Financial Group
Massachusetts
$982K -$232K -1,240 -19%
PA
1119
Procyon Advisors
Connecticut
$981K +$57.5K +307 +6%
VCP
1120
Verus Capital Partners
Arizona
$979K -$34.3K -183 -3%
CPG
1121
Cornerstone Planning Group
New Jersey
$976K -$145K -776 -13%
FP
1122
Factorial Partners
New York
$974K – – –
BHBT
1123
Burke & Herbert Bank & Trust
Virginia
$974K -$937 -5 -0.1%
SIG
1124
Sargent Investment Group
Maryland
$973K +$3.37K +18 +0.3%
VRM
1125
Vectors Research Management
New York
$973K – – –
43 44
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