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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 %
6F
1651
626 Financial
Michigan
$343K -$98.8K -527 -22%
FCG
1652
Financial Connections Group
California
$343K – – –
KIC
1653
Keating Investment Counselors
Florida
$343K -$9.37K -50 -3%
AAS
1654
Annex Advisory Services
Wisconsin
$341K +$58.7K +313 +21%
MIM
1655
Merrion Investment Management
New Jersey
$341K -$93.7K -500 -22%
PWP
1656
PrairieView Wealth Partners
Illinois
$341K +$341K +1,818 New
PI
1657
PFG Investments
New York
$340K -$76.1K -406 -18%
KAS
1658
KPP Advisory Services
Kentucky
$338K -$2.81K -15 -0.8%
NCM
1659
Northside Capital Management
Oregon
$338K – – –
FFP
1660
FourThought Financial Partners
Florida
$336K +$749 +4 +0.2%
DWM
1661
Drive Wealth Management
Utah
$334K +$22.1K +118 +7%
ACM
1662
Allred Capital Management
Texas
$334K +$375 +2 +0.1%
HTIM
1663
Harbour Trust & Investment Management
Indiana
$332K +$332K +1,773 New
CC
1664
Cipher Capital
New York
$332K +$332K +1,771 New
IRC
1665
Investors Research Corp
Georgia
$332K +$6.37K +34 +2%
WCM
1666
Windsor Capital Management
Arizona
$331K +$375 +2 +0.1%
NA
1667
Nottingham Advisors
New York
$331K – – –
IIC
1668
Integrated Investment Consultants
Michigan
$329K -$14.2K -76 -4%
LC
1669
LCNB Corp
Ohio
$329K – – –
PWP
1670
Precedent Wealth Partners
Texas
$329K +$329K +1,757 New
FBB
1671
Fulton Breakefield Broenniman
Maryland
$327K – – –
QWP
1672
Quotient Wealth Partners
Texas
$327K +$327K +1,748 New
1WA
1673
180 Wealth Advisors
Washington
$325K -$10.9K -58 -3%
RIA
1674
Regal Investment Advisors
Michigan
$324K -$58.1K -310 -15%
FPW
1675
Flagship Private Wealth
Massachusetts
$323K – – –
65 66
67
68 69