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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 %
SCA
1826
Sandy Cove Advisors
Massachusetts
$248K +$248K +1,323 New
GGS
1827
Galvin Gaustad & Stein
Arizona
$247K +$247K +1,321 New
CIG
1828
Cascade Investment Group
Colorado
$247K +$247K +1,320 New
HBT
1829
Heartland Bank & Trust
Illinois
$247K +$247K +1,320 New
SN
1830
Sittner & Nelson
Oregon
$247K -$71K -379 -22%
CMTU
1831
Capital Markets Trading (UK)
United Kingdom
$247K -$1.76M -9,386 -88%
SAM
1832
Summit Asset Management
Tennessee
$246K +$246K +1,315 New
CIP
1833
Convergence Investment Partners
Florida
$246K +$246K +1,316 New
KFA
1834
Kapstone Financial Advisors
Ohio
$245K -$10.2K -54 -4%
MMHP
1835
Murphy Middleton Hinkle & Parker
Georgia
$245K +$245K +1,306 New
AFT
1836
Alpha Family Trust
California
$244K +$244K +1,305 New
ABLA
1837
Alan B. Lancz & Associates
Ohio
$244K +$244K +1,300 New
HFS
1838
Heritage Financial Services
Massachusetts
$244K +$244K +1,300 New
LW
1839
Libra Wealth
California
$244K +$244K +1,300 New
FDDB
1840
Fidelity D&D Bancorp
Pennsylvania
$243K +$243K +1,299 New
BOPW
1841
Brandywine Oak Private Wealth
Pennsylvania
$242K -$9.93K -53 -4%
CG
1842
Cynosure Group
Utah
$241K +$241K +1,285 New
VFA
1843
Voya Financial Advisors
Connecticut
$240K +$240K +1,278 New
4WM
1844
4J Wealth Management
Virginia
$239K +$239K +1,278 New
MWM
1845
Merriman Wealth Management
Washington
$239K -$97.4K -520 -29%
PC
1846
Port Capital
Illinois
$238K +$238K +1,272 New
SWM
1847
Stockman Wealth Management
Montana
$238K +$238K +1,270 New
MC
1848
Middleton & Co
Massachusetts
$238K +$238K +1,269 New
EPP
1849
ETF Portfolio Partners
Kansas
$238K +$238K +1,269 New
SAA
1850
Southeast Asset Advisors
Georgia
$237K +$237K +1,265 New
72 73
74
75 76