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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 %
AA
1601
Auxano Advisors
Washington
$379K +$187 +1 +0%
CCG
1602
Cypress Capital Group
Florida
$378K – – –
BIP
1603
Blueprint Investment Partners
North Carolina
$377K +$377K +2,010 New
OWA
1604
ORBA Wealth Advisors
Illinois
$375K +$375K +2,004 New
MCM
1605
Magnolia Capital Management
New York
$375K – – –
PAM
1606
Paradigm Asset Management
New York
$375K -$37.5K -200 -9%
MPIA
1607
Mountain Pacific Investment Advisers
Idaho
$375K – – –
CHAM
1608
Clear Harbor Asset Management
Connecticut
$375K – – –
CIA
1609
Caerus Investment Advisors
Texas
$375K – – –
HA
1610
Harbor Advisors
Florida
$375K – – –
EDRH
1611
Edmond de Rothschild Holding
Switzerland
$373K -$13.7K -73 -4%
AIM
1612
Allen Investment Management
New York
$370K – – –
CFP
1613
Catalyst Financial Partners
Massachusetts
$370K +$37.3K +199 +11%
ACM
1614
Arcataur Capital Management
Wisconsin
$370K -$937 -5 -0.3%
RZH
1615
Relyea Zuckerberg Hanson
Connecticut
$369K -$4.68K -25 -1%
LWL
1616
Leo Wealth LLC
Texas
$368K +$368K +1,818 New
CAM
1617
Cozad Asset Management
Illinois
$367K +$45.9K +245 +14%
CBFP
1618
Cedar Brook Financial Partners
Ohio
$366K +$366K +1,979 New
KMWM
1619
Keudell/Morrison Wealth Management
Oregon
$366K – – –
EWA
1620
Exencial Wealth Advisors
Oklahoma
$366K +$366K +1,951 New
MFC
1621
Mechanics Financial Corp
Ohio
$365K – – –
IFO
1622
Independent Family Office
New York
$362K – – –
CD
1623
Chapin Davis
Maryland
$361K -$25.9K -138 -7%
TI
1624
Truepoint Inc
Ohio
$360K +$360K +1,921 New
GCA
1625
Greenwood Capital Associates
South Carolina
$359K -$4.14M -22,123 -92%
63 64
65
66 67