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American Express
AXP

Overview Fund Activity

2,169 hedge funds and large institutions have $117B invested in American Express in 2023 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 710 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,169
Holders Change
+186
Holders Change %
+9.38%
% of All Funds
31.8%
Holding in Top 10
59
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+84.38%
% of All Funds
0.86%
New
331
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
$5.09B
2
Harris Associates
Harris Associates
Illinois
$938M
3
BlackRock
BlackRock
New York
$8.26B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.2B
5
TD Asset Management
TD Asset Management
Ontario, Canada
$450M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.06B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$91.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.97B
5
Norges Bank
Norges Bank
Norway
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Cacti Asset Management
Georgia
$81.9M -$7.08M -37,875 -8%
Dodge & Cox
127
Dodge & Cox
California
$81.3M -$1.79M -9,577 -2%
Swedbank
128
Swedbank
Sweden
$80M -$1.16M -6,217 -1%
CIC
129
Crawford Investment Counsel
Georgia
$77.8M -$14.1M -75,110 -15%
ERSOT
130
Employees Retirement System of Texas
Texas
$72.7M – – –
BGIM
131
Brandywine Global Investment Management
Pennsylvania
$71.1M -$3.33M -17,788 -4%
SO
132
STRS Ohio
Ohio
$69.7M -$20.9M -111,623 -23%
CS
133
Candriam SCA
Luxembourg
$69.4M +$1.36M +7,283 +2%
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$69.4M -$3.33M -17,760 -5%
Citigroup
135
Citigroup
New York
$69.2M -$27M -144,170 -28%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$67.2M -$30.8M -164,407 -31%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$67M -$487K -2,602 -0.7%
ATN
138
AMF Tjänstepension
Sweden
$65.8M -$21.3M -113,591 -24%
Neuberger Berman Group
139
Neuberger Berman Group
New York
$65.6M +$456K +2,432 +0.7%
PCM
140
PAR Capital Management
Massachusetts
$65.6M – – –
BMO
141
Beck Mack & Oliver
New York
$65.3M -$208K -1,111 -0.3%
BHC
142
Bowen Hanes & Co
Florida
$64.9M -$216K -1,152 -0.3%
GT
143
Glenmede Trust
Pennsylvania
$64.8M -$842K -4,493 -1%
GLA
144
Great Lakes Advisors
Illinois
$64.4M -$3.08M -16,447 -5%
BNP Paribas Asset Management
145
BNP Paribas Asset Management
France
$63.7M -$16.8M -89,826 -21%
Asset Management One
146
Asset Management One
Japan
$63.2M -$1.05M -5,574 -2%
State of Tennessee, Department of Treasury
147
State of Tennessee, Department of Treasury
Tennessee
$62.7M +$4.97M +26,533 +9%
Chevy Chase Trust
148
Chevy Chase Trust
Maryland
$61.8M -$1.06M -5,667 -2%
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$60.1M -$2.78M -14,857 -4%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$60.1M +$2.3M +12,267 +4%
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