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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 %
CI
151
Cambiar Investors
Colorado
$59.6M +$250K +1,332 +0.4%
HP
152
Hosking Partners
United Kingdom
$57.6M -$4.17M -22,254 -7%
Fayez Sarofim & Co
153
Fayez Sarofim & Co
Texas
$56.6M -$1.56M -7,354 -3%
Man Group
154
Man Group
United Kingdom
$56.5M +$56.5M +301,833 New
ASC
155
Atalanta Sosnoff Capital
New York
$55.9M -$21.4M -113,971 -28%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$55.9M -$1.05M -5,619 -2%
MSV
157
MN Services Vermogensbeheer
Netherlands
$55.8M -$2.04M -10,900 -4%
KeyBank National Association
158
KeyBank National Association
Ohio
$55.6M +$324K +1,729 +0.6%
Calamos Advisors
159
Calamos Advisors
Illinois
$54.6M -$6.1M -32,541 -10%
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$53.1M -$479K -2,555 -0.9%
SMDAM
161
Sumitomo Mitsui DS Asset Management
Japan
$53M -$635K -3,388 -1%
Nomura Holdings
162
Nomura Holdings
Japan
$52.5M +$49.4M +263,677 +1,568%
Aviva
163
Aviva
United Kingdom
$52.3M -$4.1M -21,885 -7%
SEI Investments
164
SEI Investments
Pennsylvania
$51.6M -$1.84M -9,846 -3%
PI
165
PineBridge Investments
New York
$50.5M +$7.85M +41,892 +18%
PRO
166
Pensioenfonds Rail & OV
Netherlands
$50.4M – – –
Millennium Management
167
Millennium Management
New York
$50.4M -$19.7M -104,998 -28%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$49.8M +$3.05M +16,293 +7%
VDI
169
Vaughan David Investments
Illinois
$49.7M +$321K +1,712 +0.6%
Osaic Holdings
170
Osaic Holdings
Arizona
$49M -$17.6M -93,994 -26%
SBCM
171
Schwerin Boyle Capital Management
Massachusetts
$48.8M -$120K -639 -0.2%
ProShare Advisors
172
ProShare Advisors
Maryland
$48M -$1.86M -9,922 -4%
Balyasny Asset Management
173
Balyasny Asset Management
Illinois
$47.9M -$15.8M -84,140 -25%
Truist Financial
174
Truist Financial
North Carolina
$47.6M -$5.82M -31,044 -11%
CIP
175
Cornerstone Investment Partners
Georgia
$47.4M +$7.12K +38 +0%
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