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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 %
BPCE
1576
Bank Pictet & Cie (Europe)
Germany
$394K -$46.8K -250 -11%
FCM
1577
Fairbanks Capital Management
California
$394K +$56.2K +300 +17%
SNBOSD
1578
Security National Bank of So Dak
Iowa
$393K – – –
PAI
1579
Pittenger & Anderson Inc
Nebraska
$393K +$159K +850 +68%
BCM
1580
Blume Capital Management
California
$393K -$2.44K -13 -0.6%
HBW
1581
Hazlett, Burt & Watson
West Virginia
$393K – – –
BHWM
1582
Bar Harbor Wealth Management
New Hampshire
$393K -$16.5K -88 -4%
LI
1583
LMCG Investments
Massachusetts
$393K +$73.1K +390 +23%
MIC
1584
Means Investment Company
Maine
$392K -$15.2K -81 -4%
BSB
1585
Bangor Savings Bank
Maine
$392K -$12.4K -66 -3%
TFA
1586
Toth Financial Advisory
Virginia
$392K +$562 +3 +0.1%
PWA
1587
Phoenix Wealth Advisors
North Carolina
$390K +$565 +3 +0.1%
SMA
1588
Seven Mile Advisory
New Jersey
$389K +$51.7K +276 +15%
MMG
1589
Monetary Management Group
Missouri
$389K -$93.7K -500 -19%
WCM
1590
Whitener Capital Management
North Carolina
$386K – – –
RPCONE
1591
Retirement Planning Company of New England
Rhode Island
$385K -$187 -1 -0%
RCA
1592
Ranch Capital Advisors
Florida
$385K +$187 +1 +0%
FWIA
1593
Fort Washington Investment Advisors
Ohio
$384K – – –
BLC
1594
Brown, Lisle/Cummings
Rhode Island
$383K – – –
IPW
1595
Impact Partnership Wealth
Georgia
$382K -$113K -604 -23%
WA
1596
Waddell & Associates
Tennessee
$381K -$187 -1 -0%
AWM
1597
Accurate Wealth Management
Florida
$381K +$37K +200 +11%
KF
1598
KKM Financial
Illinois
$379K +$379K +2,025 New
SIA
1599
SkyView Investment Advisors
New Jersey
$379K +$29K +155 +8%
AC
1600
Avestar Capital
New York
$379K +$108K +577 +40%
62 63
64
65 66