AXP icon

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 %
OGC
1251
Oak Grove Capital
New Hampshire
$732K – – –
BWM
1252
BigSur Wealth Management
Florida
$731K -$37.5K -200 -5%
OC
1253
Oakworth Capital
Alabama
$730K -$2.62K -14 -0.4%
FFS
1254
Founders Financial Securities
Maryland
$728K +$728K +3,885 New
APP
1255
Avantax Planning Partners
Iowa
$727K +$320K +1,710 +79%
WCF
1256
West Coast Financial
California
$726K +$726K +3,875 New
WI
1257
WBI Investments
New Jersey
$726K +$726K +3,873 New
CAL
1258
Capital Analysts LLC
Pennsylvania
$722K +$25.5K +136 +4%
EI
1259
Ellevest Inc
New York
$721K +$125K +668 +21%
RGI
1260
River Global Investors
United Kingdom
$721K -$7.12K -38 -1%
LW
1261
Linscomb Wealth
Texas
$719K -$3.75K -20 -0.5%
CI
1262
CX Institutional
Indiana
$719K -$296K -1,581 -29%
PTC
1263
Petrus Trust Company
Texas
$718K +$258K +1,377 +56%
MIM
1264
MTM Investment Management
South Carolina
$717K +$1.12K +6 +0.2%
USB
1265
Union Savings Bank
Connecticut
$716K – – –
SB
1266
Sunflower Bank
Texas
$710K – – –
APC
1267
Aspire Private Capital
North Carolina
$708K +$26.2K +140 +4%
DIM
1268
Delta Investment Management
California
$705K +$375 +2 +0.1%
WP
1269
WealthSource Partners
California
$702K +$6.56K +35 +0.9%
AI
1270
Accredited Investors
Minnesota
$701K +$6.56K +35 +0.9%
CA
1271
Continuum Advisory
Idaho
$701K -$91.7K -489 -12%
GBT
1272
Grove Bank & Trust
Florida
$698K -$187 -1 -0%
IIM
1273
Ipswich Investment Management
Massachusetts
$696K – – –
RIL
1274
Rothschild Investment LLC
Illinois
$694K -$890K -4,753 -56%
ACM
1275
Aquatic Capital Management
Illinois
$693K -$17.8M -94,900 -96%
49 50
51
52 53