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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 %
WSC
1201
Wellington Shields & Co
New York
$809K – – –
RDWM
1202
Red Door Wealth Management
Tennessee
$805K – – –
BAM
1203
Beaumont Asset Management
Texas
$803K +$4.5K +24 +0.6%
MWA
1204
Midland Wealth Advisors
Illinois
$803K +$803K +4,284 New
HIA
1205
Harbor Investment Advisory
Maryland
$803K +$148K +788 +23%
WAP
1206
Wealthcare Advisory Partners
Pennsylvania
$802K -$4.87K -26 -0.6%
BAM
1207
Boyar Asset Management
New York
$802K -$113K -602 -12%
EWM
1208
Empirical Wealth Management
Washington
$802K +$36K +192 +5%
SP
1209
Symmetry Partners
Connecticut
$800K -$296K -1,573 -27%
AIM
1210
Alhambra Investment Management
Florida
$797K -$18.7K -100 -2%
CWS
1211
Cypress Wealth Services
California
$794K +$2.81K +15 +0.4%
SRC
1212
Sage Rhino Capital
California
$790K -$6.74K -36 -0.8%
AP
1213
Adero Partners
California
$790K -$20.6K -110 -3%
HGERS
1214
Householder Group Estate & Retirement Specialist
Arizona
$790K -$21.4K -114 -3%
ACM
1215
Advisors Capital Management
New Jersey
$788K +$788K +4,204 New
LWM
1216
Lyell Wealth Management
California
$788K – – –
EAM
1217
Evanson Asset Management
California
$786K +$187 +1 +0%
SGI
1218
Summit Global Investments
Utah
$785K -$341K -1,818 -30%
CPIG
1219
Chicago Partners Investment Group
Illinois
$784K +$3.53K +19 +0.5%
PSFG
1220
Prairie Sky Financial Group
Illinois
$783K +$12.4K +66 +2%
SWM
1221
Spire Wealth Management
Virginia
$783K +$38.3K +209 +5%
JWCA
1222
J.W. Coons Advisors
Ohio
$776K +$32.8K +175 +4%
ARA
1223
Alexander Randolph Advisory
Virginia
$776K +$776K +4,141 New
BMC
1224
Benin Management Corp
Connecticut
$773K +$1.5K +8 +0.2%
EWM
1225
Evermay Wealth Management
Virginia
$772K -$4.87K -26 -0.6%
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