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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
$5.09B
2
Harris Associates
Harris Associates
Illinois
$938M
3
BlackRock
BlackRock
New York
$8.26B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.2B
5
TD Asset Management
TD Asset Management
Ontario, Canada
$450M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.35B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.06B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$91.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.97B
5
Norges Bank
Norges Bank
Norway
$1.11B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
2126
SJS Investment Consulting
Ohio
$10.9K -$562 -3 -5%
LIWM
2127
Long Island Wealth Management
New York
$10K +$10K +52 New
UOTTAIMCU
2128
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9.93K +$9.93K +53 New
DF
2129
Dunhill Financial
United Kingdom
$9.89K +$9.89K +53 New
RG
2130
Retirement Group
California
$9.37K – – –
CWC
2131
Carolinas Wealth Consulting
North Carolina
$9.37K +$2.62K +14 +39%
TFGT
2132
TS Financial Group (TSFG)
Illinois
$9K -$2.74K -14 -23%
CWM
2133
CarsonAllaria Wealth Management
Illinois
$8.89K – – –
PA
2134
Pineridge Advisors
Missouri
$8.81K +$8.81K +47 New
FFA
2135
Frazier Financial Advisors
Ohio
$8.43K +$8.43K +45 New
DPW
2136
DiNuzzo Private Wealth
Pennsylvania
$8.06K +$8.06K +43 New
HCM
2137
Horrell Capital Management
Arkansas
$8K – – –
SHIM
2138
Stone House Investment Management
Pennsylvania
$7.9K – – –
HWM
2139
HighMark Wealth Management
Minnesota
$7.9K – – –
SWM
2140
Sugarloaf Wealth Management
Georgia
$7.87K – – –
GCM
2141
Gables Capital Management
Florida
$7.49K – – –
MFG
2142
Mendota Financial Group
Wisconsin
$7.49K – – –
NSG
2143
Nalls Sherbakoff Group
Tennessee
$7.12K – – –
FRA
2144
Frank Rimerman Advisors
California
$7.12K +$7.12K +38 New
HFM
2145
Harvest Fund Management
China
$7K – – –
ODG
2146
O'Dell Group
Ohio
$6.93K +$6.93K +37 New
TCCM
2147
Timber Creek Capital Management
Massachusetts
$6.56K -$2.81K -15 -30%
RTL
2148
Red Tortoise LLC
Georgia
$6K – – –
VWA
2149
Valued Wealth Advisors
Utah
$5.82K +$5.82K +39 New
CAM
2150
ClariVest Asset Management
California
$5.44K +$4.5K +24 +480%
84 85
86
87 88