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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 %
FHA
1126
Flagship Harbor Advisors
Massachusetts
$972K -$23K -123 -2%
CMANY
1127
Capital Management Associates (New York)
New York
$969K +$43.1K +230 +5%
Wolverine Trading
1128
Wolverine Trading
Illinois
$965K +$965K +5,149 New
SAM
1129
S.A. Mason
Michigan
$964K +$17K +91 +2%
SWM
1130
Sterling Wealth Management
Illinois
$961K +$961K +5,128 New
GC
1131
Garde Capital
Washington
$948K +$7.3K +39 +0.8%
CWS
1132
Confluence Wealth Services
Pennsylvania
$945K +$8.99K +48 +1%
WA
1133
WealthTrust Axiom
Pennsylvania
$943K +$419K +2,236 +80%
ET
1134
Entropy Technologies
New York
$940K +$940K +5,018 New
GW
1135
GW & Wade
Massachusetts
$938K -$309K -1,649 -25%
SOAMC
1136
Spirit of America Management Corp
New York
$937K – – –
UM
1137
UniSuper Management
Australia
$936K +$73.8K +394 +9%
BMA
1138
Brooks Moore & Associates
Tennessee
$935K +$83K +443 +10%
WT
1139
Washington Trust
Rhode Island
$917K +$12K +64 +1%
CGL
1140
Clarius Group LLC
Washington
$913K -$88.8K -474 -9%
SWM
1141
Scissortail Wealth Management
Oklahoma
$912K +$309K +1,539 +51%
DI
1142
DFPG Investments
Utah
$911K +$911K +4,891 New
PPWP
1143
Premier Path Wealth Partners
New Jersey
$907K +$907K +4,854 New
PK
1144
Pflug Koory
Nebraska
$905K -$18.7K -100 -2%
BAAM
1145
Baker Avenue Asset Management
California
$901K +$48.9K +261 +6%
JPWM
1146
Jamison Private Wealth Management
Georgia
$894K -$16.9K -90 -2%
NSIM
1147
North Star Investment Management
Illinois
$893K -$9.37K -50 -1%
BTWM
1148
Baker Tilly Wealth Management
Wisconsin
$889K -$69.3K -370 -7%
BJL
1149
Brighton Jones LLC
Washington
$889K +$92K +491 +12%
PTC
1150
Private Trust Company
Ohio
$889K -$28.8K -154 -3%
44 45
46
47 48