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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 %
WCA
1776
Westover Capital Advisors
Delaware
$274K – – –
CA
1777
CapWealth Advisors
Tennessee
$273K – – –
CS
1778
Capital Square
Tennessee
$273K – – –
LS
1779
Livforsakringsbolaget Skandia
Sweden
$272K +$114K +610 +73%
WAOI
1780
Wealth Advisors of Iowa
Iowa
$272K +$272K +1,450 New
LJHT
1781
Laurie J. Hall Trustee
$271K – – –
M
1782
MOTCO
Texas
$271K – – –
MCP
1783
Mirador Capital Partners
California
$271K -$2.81M -15,015 -91%
ECAM
1784
East Coast Asset Management
Massachusetts
$270K – – –
FA
1785
Financial Advisors
Massachusetts
$270K – – –
CAAS
1786
Capital Asset Advisory Services
Michigan
$270K +$6.93K +37 +3%
AWM
1787
Accel Wealth Management
Iowa
$269K +$269K +1,438 New
PCA
1788
Private Capital Advisors
Connecticut
$269K +$269K +1,437 New
FFBTD
1789
First Financial Bank - Trust Division
Ohio
$268K – – –
VNA
1790
Valley National Advisers
Pennsylvania
$268K +$49.2K +263 +22%
FBC
1791
Fairfield, Bush & Co
Connecticut
$268K – – –
JFA
1792
JNBA Financial Advisors
Minnesota
$267K -$7.12K -38 -3%
OCM
1793
Objective Capital Management
Ohio
$266K +$266K +1,420 New
CTA
1794
Colonial Trust Advisors
South Carolina
$266K -$391K -2,085 -60%
SS
1795
Sunbelt Securities
Texas
$265K -$48.1K -257 -15%
CPC
1796
Consolidated Planning Corp
Georgia
$265K – – –
AWM
1797
Austin Wealth Management
Texas
$264K – – –
TNAM
1798
Terra Nova Asset Management
New York
$262K +$1.87K +10 +0.7%
1CP
1799
17 Capital Partners
Arizona
$262K +$262K +1,400 New
CW
1800
Channel Wealth
California
$260K -$11.1K -59 -4%
70 71
72
73 74