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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 %
WIM
1976
Westside Investment Management
California
$130K – – –
FCT
1977
First Community Trust
Iowa
$128K – – –
FMP
1978
Financial Management Professionals
Texas
$127K -$1.12K -6 -0.9%
DMBA
1979
Deseret Mutual Benefit Administrators
Utah
$127K -$37.5K -200 -23%
FSCM
1980
Front Street Capital Management
Montana
$126K +$126K +675 New
VCM
1981
Versant Capital Management
Arizona
$123K +$3.19K +17 +3%
IGWM
1982
ICA Group Wealth Management
Colorado
$123K +$123K +655 New
KWAG
1983
Kiely Wealth Advisory Group
North Carolina
$123K +$123K +600 New
AW
1984
Avion Wealth
Texas
$122K -$17.4K -93 -13%
AT
1985
Arlington Trust
Alabama
$122K +$122K +649 New
CIA
1986
Cape Investment Advisory
Georgia
$120K +$16.5K +88 +16%
LB
1987
Legacy Bridge
Iowa
$120K -$42.2K -225 -26%
W
1988
WealthCollab
Washington
$120K +$120K +638 New
WPWM
1989
Western Pacific Wealth Management
Illinois
$119K +$119K +634 New
MME
1990
Meag Munich Ergo
Germany
$118K +$118K +628 New
HFS
1991
Hantz Financial Services
Michigan
$113K +$2.06K +11 +2%
TFM
1992
TFC Financial Management
Massachusetts
$113K -$187 -1 -0.2%
SNB
1993
Security National Bank
Nebraska
$112K +$112K +600 New
CC
1994
Centiva Capital
New York
$110K -$3.37M -17,979 -97%
SL
1995
Salomon & Ludwin
Virginia
$110K – – –
SIS
1996
Strategic Investment Solutions
Illinois
$109K -$1.71M -9,154 -94%
CAC
1997
Core Alternative Capital
Georgia
$108K -$10.7K -57 -9%
FPF
1998
First Pacific Financial
Washington
$105K – – –
WCMN
1999
Westchester Capital Management (Nebraska)
Nebraska
$105K – – –
PCMC
2000
Planning Capital Management Corporation
Pennsylvania
$102K +$102K +544 New
78 79
80
81 82