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 %
CWM
1301
Cornerstone Wealth Management
Missouri
$656K -$83.9K -448 -11%
KAM
1302
Knightsbridge Asset Management
California
$655K -$21.7K -116 -3%
TW
1303
Transform Wealth
Colorado
$653K -$10.1K -54 -2%
LA
1304
Lifeworks Advisors
Michigan
$652K -$73.6K -393 -10%
CP
1305
Canopy Partners
Ohio
$651K +$651K +3,476 New
LA
1306
LVW Advisors
New York
$645K +$24.5K +131 +4%
PWG
1307
Portside Wealth Group
Utah
$645K -$61.3K -327 -9%
CTC
1308
Cetera Trust Company
Minnesota
$644K +$644K +3,435 New
EAM
1309
Eagle Asset Management
Florida
$643K +$102K +542 +19%
DWM
1310
Defined Wealth Management
Oregon
$642K -$375 -2 -0.1%
RIA
1311
Richwood Investment Advisors
Ohio
$639K -$7.49K -40 -1%
PL
1312
Perpetual Ltd
Australia
$638K +$60.1K +321 +10%
MFG
1313
MidWestOne Financial Group
Iowa
$638K +$228K +1,218 +56%
CAMG
1314
CWA Asset Management Group
Florida
$638K +$29.2K +156 +5%
OCBCO
1315
Oversea-Chinese Banking Corp (OCBC)
Singapore
$636K +$125K +667 +25%
OCM
1316
Orleans Capital Management
Louisiana
$633K -$60.9K -325 -9%
OWA
1317
Outlook Wealth Advisors
Texas
$629K -$170K -906 -21%
PTC
1318
Philadelphia Trust Company
Pennsylvania
$629K – – –
FMN
1319
Financial Management Network
California
$629K +$88.7K +469 +16%
MFA
1320
Mayflower Financial Advisors
Massachusetts
$626K +$111K +592 +22%
T
1321
TOBAM
France
$623K +$18.9K +101 +3%
AIM
1322
Aspen Investment Management
Michigan
$622K +$187 +1 +0%
PG
1323
Prostatis Group
Maryland
$622K +$16.5K +88 +3%
SWS
1324
SYSTM Wealth Solutions
Illinois
$622K -$76.6K -409 -11%
PL
1325
Plancorp LLC
Missouri
$619K +$29.4K +157 +5%
51 52
53
54 55