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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
+$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 %
Nisa Investment Advisors
176
Nisa Investment Advisors
Missouri
$46.8M -$780K -4,161 -2%
Public Sector Pension Investment Board (PSP Investments)
177
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$46.7M -$9.49M -50,651 -17%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$46M -$111M -594,792 -71%
CCP
179
Clarkston Capital Partners
Michigan
$46M -$74K -395 -0.2%
MPI
180
Mairs & Power Inc
Minnesota
$45.3M -$1.34M -7,146 -3%
AIMCA
181
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$44.9M -$33.9M -181,049 -43%
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$44.6M -$277K -1,480 -0.6%
Nomura Asset Management
183
Nomura Asset Management
Japan
$44.6M -$525K -2,801 -1%
BTW
184
Boston Trust Walden
Massachusetts
$44.6M +$2.36M +12,604 +6%
Royal London Asset Management
185
Royal London Asset Management
United Kingdom
$44.1M -$1.18M -6,285 -3%
CS
186
Central Securities
New York
$43.1M – – –
Teacher Retirement System of Texas
187
Teacher Retirement System of Texas
Texas
$41.9M +$3.76M +20,086 +10%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$40.8M +$2.33M +12,439 +6%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$39.4M +$1.11M +5,930 +3%
AZ
190
Aquamarine Zurich
Switzerland
$39.3M – – –
Flossbach Von Storch
191
Flossbach Von Storch
Germany
$39.2M +$251K +1,339 +0.6%
AQR Capital Management
192
AQR Capital Management
Connecticut
$39.1M +$19.4M +103,355 +98%
MAM
193
Martingale Asset Management
Massachusetts
$38.7M +$3.13M +16,728 +9%
BTCPP
194
Border to Coast Pensions Partnership
United Kingdom
$38.4M – – –
Rafferty Asset Management
195
Rafferty Asset Management
New York
$38.2M +$1.66M +8,865 +5%
Ninety One (UK)
196
Ninety One (UK)
United Kingdom
$38.2M -$1.82M -9,737 -5%
TAM
197
Todd Asset Management
Kentucky
$37.9M -$354K -1,891 -0.9%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$37.9M -$2.07M -11,059 -5%
GFI
199
Global Frontier Investments
South Carolina
$36.9M – – –
DPAM
200
Degroof Petercam Asset Management
Belgium
$36.9M +$36.9M +197,200 New
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