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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 %
JWBC
1401
John W. Bristol & Co
New York
$534K – – –
CBT
1402
CoreFirst Bank & Trust
Kansas
$534K -$46.8K -250 -8%
AIM
1403
Acropolis Investment Management
Missouri
$533K -$30.3K -162 -5%
MAM
1404
MWA Asset Management
Massachusetts
$532K -$16.5K -88 -3%
FFA
1405
Fortune Financial Advisors
Kansas
$532K -$375 -2 -0.1%
HDIM
1406
Hanson & Doremus Investment Management
Vermont
$529K – – –
SCM
1407
Stevens Capital Management
Pennsylvania
$529K +$529K +2,826 New
AFC
1408
AFT Forsyth & Company
Florida
$527K – – –
ME
1409
McIlrath & Eck
Washington
$525K – – –
MIM
1410
Meridiem Investment Management
United Kingdom
$525K – – –
KA
1411
Kearns & Associates
California
$525K – – –
PHS
1412
Pekin Hardy Strauss
Illinois
$525K +$1.87K +10 +0.4%
HC
1413
Hamilton Capital
Ohio
$523K -$58.1K -310 -10%
GLLW
1414
Graves Light Lenhart Wealth
Virginia
$521K – – –
T
1415
TNF
Montana
$521K +$4.02K +20 +0.8%
AIM
1416
Athena Investment Management
California
$519K – – –
EFSCE
1417
Enterprise Financial Services Corp (EFSC)
Missouri
$515K +$86.6K +462 +20%
MIP
1418
Marietta Investment Partners
Wisconsin
$515K -$9.37K -50 -2%
PP
1419
PDS Planning
Ohio
$515K -$41.6K -222 -7%
AFG
1420
Atomi Financial Group
New York
$512K +$171K +912 +50%
MFA
1421
Millington Financial Advisors
Illinois
$511K +$511K +2,727 New
SC
1422
Sapient Capital
Indiana
$510K +$510K +2,723 New
APWA
1423
Atlas Private Wealth Advisors
New Jersey
$510K +$13.5K +72 +3%
MFG
1424
Midwest Financial Group
Kansas
$510K – – –
GL
1425
Graypoint LLC
New York
$508K -$284K -1,518 -36%
55 56
57
58 59