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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 %
ATI
1701
Act Two Investors
California
$308K +$308K +1,645 New
CHC
1702
City Holding Co
West Virginia
$307K – – –
NRI
1703
NFP Retirement Inc
California
$307K – – –
BC
1704
Burney Company
Virginia
$307K -$67.1K -358 -18%
CPIA
1705
Cornell Pochily Investment Advisors
New York
$306K +$562 +3 +0.2%
NWM
1706
Northwest Wealth Management
Iowa
$304K +$2.62K +14 +0.9%
MSCM
1707
McElhenny Sheffield Capital Management
Texas
$304K – – –
SC
1708
Schubert & Co
Texas
$304K -$6.37K -34 -2%
SIAP
1709
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$303K – – –
FOA
1710
Five Oceans Advisors
California
$303K -$937 -5 -0.3%
AWA
1711
Acorn Wealth Advisors
Michigan
$302K -$187 -1 -0.1%
AA
1712
Aire Advisors
California
$301K -$4.69K -25 -2%
SCP
1713
Sivia Capital Partners
California
$301K +$301K +1,606 New
PWS
1714
Peterson Wealth Services
Utah
$300K +$562 +3 +0.2%
WMC
1715
Westwood Management Corporation
Illinois
$300K – – –
MJP
1716
Michael J. Puzo
$300K – – –
AA
1717
Alta Advisers
United Kingdom
$300K – – –
AAIM
1718
Asset Advisors Investment Management
Georgia
$300K – – –
PCA
1719
Prosperity Capital Advisors
Ohio
$299K +$9.37K +50 +3%
PIM
1720
Plato Investment Management
Australia
$299K +$299K +1,595 New
BBNB
1721
Baker Boyer National Bank
Washington
$298K – – –
AS
1722
Altshuler Shaham
Israel
$298K -$61.1K -326 -17%
TCA
1723
Transcend Capital Advisors
New Jersey
$297K +$11.4K +61 +4%
BFG
1724
Bouchey Financial Group
New York
$297K +$5.25K +28 +2%
GC
1725
Gratus Capital
Georgia
$296K -$13.5K -72 -4%
67 68
69
70 71