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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 %
PO
1326
Private Ocean
California
$617K – – –
HFM
1327
Hartford Financial Management
Connecticut
$616K – – –
KFS
1328
Kurt F. Somerville
$615K – – –
BWP
1329
BSW Wealth Partners
Colorado
$615K +$4.12K +22 +0.7%
GVAG
1330
Great Valley Advisor Group
Delaware
$615K -$42.1K -225 -6%
SIC
1331
Sigma Investment Counselors
Michigan
$613K -$69.7K -372 -10%
SFI
1332
SPC Financial Inc
Maryland
$613K +$114K +609 +23%
ICG
1333
InterOcean Capital Group
Tennessee
$609K +$108K +577 +22%
LJAC
1334
L.J. Altfest & Co
New York
$607K +$8.43K +45 +1%
GA
1335
Geller Advisors
New York
$607K +$26K +139 +4%
FPCG
1336
Fort Pitt Capital Group
Pennsylvania
$605K -$30.3K -162 -5%
MAA
1337
Matrix Asset Advisors
New York
$605K – – –
TF
1338
Tompkins Financial
New York
$602K – – –
LWM
1339
LongView Wealth Management
Georgia
$600K +$600K +3,213 New
SAM
1340
SignalPoint Asset Management
Missouri
$600K -$11K -59 -2%
DGAM
1341
Desjardins Global Asset Management
Quebec, Canada
$598K -$20.4K -109 -3%
MYIA
1342
Mount Yale Investment Advisors
Colorado
$596K +$114K +610 +24%
TWM
1343
Tanager Wealth Management
United Kingdom
$595K -$21.9K -117 -4%
ERIM
1344
Eagle Ridge Investment Management
Connecticut
$588K – – –
CYG
1345
Clean Yield Group
Vermont
$587K – – –
IA
1346
IFP Advisors
Florida
$587K -$265K -1,412 -31%
PWM
1347
Purus Wealth Management
California
$586K -$17.6K -94 -3%
ESB
1348
Essex Savings Bank
Connecticut
$585K +$74K +395 +14%
FW
1349
FirstPurpose Wealth
Utah
$583K +$11.4K +61 +2%
EB
1350
Exchange Bank
California
$582K -$5.62K -30 -1%
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