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American Express
AXP

Overview Fund Activity

2,168 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 710 increasing their positions, 802 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,168
Holders Change
+186
Holders Change %
+9.38%
% of All Funds
31.79%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.87%
New
331
Increased
710
Reduced
802
Closed
111
Calls
$2B
Puts
$2.4B
Net Calls
-$392M
Net Calls Change
+$306M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.09B
2
Harris Associates
2
Harris Associates
Illinois
$938M
3
BlackRock
3
BlackRock
New York
$8.26B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.2B
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$450M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.35B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.06B
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$91.7M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.97B
5
Norges Bank
5
Norges Bank
Norway
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$114M -$1.61M -8,580 -1%
Bank of Nova Scotia
102
Bank of Nova Scotia
Ontario, Canada
$113M +$102M +546,389 +970%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$112M -$4.2M -22,422 -4%
Parnassus Investments
104
Parnassus Investments
California
$112M -$8.22M -43,890 -7%
First Manhattan
105
First Manhattan
New York
$105M -$346K -1,845 -0.3%
HighTower Advisors
106
HighTower Advisors
Illinois
$103M +$10.3M +54,752 +11%
Adage Capital Partners
107
Adage Capital Partners
Massachusetts
$103M +$25.4M +135,600 +33%
Stifel Financial
108
Stifel Financial
Missouri
$102M +$8.43M +44,972 +9%
LPL Financial
109
LPL Financial
California
$99.9M +$4.48M +23,904 +5%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$99.1M -$1.49M -7,965 -1%
FI
111
Focused Investors
California
$93.5M -$543K -2,900 -0.6%
MGIM
112
M&G Investment Management
United Kingdom
$92.9M +$12.6M +67,585 +16%
Squarepoint
113
Squarepoint
New York
$92.6M -$80M -427,267 -46%
EIC
114
Equity Investment Corp
Georgia
$92M -$767K -4,095 -0.8%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$91.7M -$183M -977,346 -67%
MG
116
Markel Group
Virginia
$90.7M – – –
Retirement Systems of Alabama
117
Retirement Systems of Alabama
Alabama
$90M -$875K -4,670 -1%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.3M +$2.37M +12,635 +3%
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$88.3M -$2.53M -13,492 -3%
CCMG
120
Clark Capital Management Group
Pennsylvania
$88.2M -$15.1M -80,853 -15%
Citadel Advisors
121
Citadel Advisors
Florida
$86.1M -$67.8M -361,704 -44%
Allianz Asset Management
122
Allianz Asset Management
Germany
$84.6M -$4.88M -26,061 -5%
US Bancorp
123
US Bancorp
Minnesota
$84.5M -$1.17M -6,237 -1%
HCL
124
Heard Capital LLC
Illinois
$84.5M -$5.23M -27,919 -6%
Arrowstreet Capital
125
Arrowstreet Capital
Massachusetts
$83M -$9.53M -50,888 -10%
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5
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