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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 %
LRPA
1151
L. Roy Papp & Associates
Arizona
$884K – – –
LCM
1152
Leisure Capital Management
California
$881K -$10.9K -58 -1%
MWA
1153
Muirfield Wealth Advisors
North Carolina
$878K +$878K +4,689 New
TWA
1154
TCI Wealth Advisors
Arizona
$878K -$89K -475 -9%
BAM
1155
Byrne Asset Management
New Jersey
$873K +$873K +4,669 New
TCM
1156
Tufton Capital Management
Maryland
$873K – – –
SCA
1157
Sippican Capital Advisors
Massachusetts
$873K +$413K +2,206 +90%
DFG
1158
Delta Financial Group
New Jersey
$871K -$76.1K -406 -8%
LA
1159
Legacy Advisors
Pennsylvania
$868K +$17.4K +93 +2%
GIM
1160
Guardian Investment Management
California
$865K +$865K +4,617 New
IP
1161
Ignite Planners
California
$862K -$42.2K -224 -5%
FAM
1162
Fred Alger Management
New York
$862K – – –
PFS
1163
Prospera Financial Services
Texas
$862K +$159K +849 +23%
PWPS
1164
Pinnacle Wealth Planning Services
Ohio
$860K -$18.7K -100 -2%
SL
1165
Sentry LLC
Tennessee
$860K – – –
AFG
1166
Allegheny Financial Group
Pennsylvania
$858K +$11.6K +62 +1%
TPWM
1167
Twelve Points Wealth Management
Massachusetts
$856K -$43.1K -230 -5%
SI
1168
Saxon Interests
Texas
$856K -$1.64M -8,730 -66%
DWM
1169
Dakota Wealth Management
Florida
$855K +$62.2K +332 +8%
RCM
1170
RB Capital Management
Nevada
$853K -$16.3K -87 -2%
WPW
1171
Waldron Private Wealth
Pennsylvania
$852K -$115K -614 -12%
LIM
1172
Leavell Investment Management
Alabama
$852K – – –
3IP
1173
3Chopt Investment Partners
Virginia
$851K +$851K +4,544 New
RSWM
1174
Robertson Stephens Wealth Management
California
$848K -$28.9K -154 -3%
CI
1175
Conning Inc
Connecticut
$847K -$2.81K -15 -0.3%
45 46
47
48 49