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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 %
OCM
1951
Osterweis Capital Management
California
$184K – – –
BONH
1952
Bank of New Hampshire
New Hampshire
$184K – – –
TC
1953
Truvestments Capital
Florida
$181K +$187 +1 +0.1%
GPI
1954
General Partner Inc
Pennsylvania
$175K – – –
WBC
1955
West Branch Capital
Massachusetts
$175K +$9.37K +50 +6%
FMII
1956
Farmers & Merchants Investments Inc
Nebraska
$169K -$12.6K -67 -7%
NCM
1957
Northwest Capital Management
Oregon
$166K – – –
DE
1958
Day & Ennis
Georgia
$166K +$166K +887 New
TCA
1959
Trifecta Capital Advisors
Illinois
$166K +$187 +1 +0.1%
PPWM
1960
PFG Private Wealth Management
Florida
$165K -$1.69K -9 -1%
WWM
1961
Wolff Wiese Magana
California
$162K +$937 +5 +0.6%
OCM
1962
Orion Capital Management
California
$157K – – –
DF
1963
DecisionPoint Financial
Arizona
$154K +$103K +550 +200%
YDMI
1964
Y.D. More Investments
Israel
$153K -$300K -1,605 -66%
MWM
1965
Mascoma Wealth Management
New Hampshire
$152K – – –
1832 Asset Management
1966
1832 Asset Management
Ontario, Canada
$149K -$1.69K -9 -1%
KFS
1967
Kelly Financial Services
Massachusetts
$146K +$375 +2 +0.3%
PCA
1968
Providence Capital Advisors
North Carolina
$144K -$3.56K -19 -2%
CB
1969
CNB Bank
Pennsylvania
$142K – – –
FMTCOCP
1970
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$142K – – –
AT
1971
Avalon Trust
New Mexico
$141K +$12.4K +66 +10%
VC
1972
Vestor Capital
Illinois
$140K +$76.7K +408 +121%
PFA
1973
Pathway Financial Advisers
Indiana
$139K +$1.69K +9 +1%
CP
1974
Castleview Partners
Texas
$135K +$62.2K +332 +85%
BGAI
1975
Bruce G. Allen Investments
Colorado
$130K +$130K +696 New
77 78
79
80 81