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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 %
CRC
1276
Curi RMB Capital
Illinois
$690K +$4.5K +24 +0.7%
SWM
1277
SeaCrest Wealth Management
New York
$688K -$10.4K -55 -1%
FCCM
1278
First City Capital Management
Georgia
$687K +$3.93K +21 +0.6%
PGCM
1279
Prescott Group Capital Management
Oklahoma
$686K – – –
SF
1280
Summit Financial
New Jersey
$684K -$73.3K -391 -10%
LP
1281
LGL Partners
Pennsylvania
$684K +$562 +3 +0.1%
SFS
1282
Solitude Financial Services
Virginia
$684K +$9.37K +50 +1%
AWM
1283
Aries Wealth Management
Maine
$684K -$77K -411 -10%
ANBT
1284
American National Bank & Trust
Texas
$683K -$34.1K -182 -5%
Jones Financial Companies
1285
Jones Financial Companies
Missouri
$682K -$119K -637 -15%
BCG
1286
Breakwater Capital Group
New Jersey
$681K +$24.6K +133 +4%
RWS
1287
Resolute Wealth Strategies
Mississippi
$680K +$937 +5 +0.1%
LCM
1288
Lazari Capital Management
California
$680K -$56.2K -300 -8%
MWM
1289
Modern Wealth Management
Kansas
$675K +$675K +3,601 New
SC
1290
Saybrook Capital
North Carolina
$674K – – –
CIC
1291
Carnegie Investment Counsel
Ohio
$672K +$19.9K +106 +3%
OAM
1292
Oak Asset Management
California
$671K – – –
CAM
1293
Cidel Asset Management
Ontario, Canada
$669K +$669K +3,573 New
AF
1294
Alerus Financial
North Dakota
$668K -$12.6K -67 -2%
DF
1295
Donoghue Forlines
Massachusetts
$668K -$218K -1,165 -25%
HWA
1296
Heritage Wealth Advisors
Virginia
$667K -$125K -666 -16%
HBT
1297
Hills Bank & Trust
Iowa
$661K – – –
BDA
1298
Borer Denton & Associates
Pennsylvania
$661K +$86.9K +464 +15%
NA
1299
Navellier & Associates
Nevada
$661K +$283K +1,510 +75%
UAML
1300
US Asset Management LLC
Pennsylvania
$657K +$657K +3,505 New
50 51
52
53 54