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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 %
VF
2201
Virtu Financial
New York
– -$2.47M -16,548 Closed
LSA
2202
L & S Advisors
California
– -$2.29M -15,348 Closed
APM
2203
Advanced Portfolio Management
New York
– -$2.24M -15,000 Closed
CWM
2204
C2C Wealth Management
Arizona
– -$2.04M -13,674 Closed
MC
2205
Machina Capital
France
– -$1.97M -13,204 Closed
SM
2206
Sciencast Management
New Jersey
– -$1.88M -12,581 Closed
ZCM
2207
Zenyatta Capital Management
Delaware
– -$1.86M -12,500 Closed
SC
2208
Savoie Capital
Illinois
– -$1.75M -11,700 Closed
CCMT
2209
CMT Capital Markets Trading
Germany
– -$1.71M -11,450 Closed
NICM
2210
Neo Ivy Capital Management
New York
– -$1.6M -10,724 Closed
BC
2211
Bridgefront Capital
Texas
– -$1.56M -10,463 Closed
HT
2212
HAP Trading
New York
– -$1.5M -10,023 Closed
PP
2213
Paloma Partners
Connecticut
– -$1.45M -9,706 Closed
PWM
2214
Pinnacle Wealth Management
California
– -$1.43M -9,562 Closed
AC
2215
AXQ Capital
New Jersey
– -$1.27M -8,500 Closed
FMAEN1
2216
Fund Management at Engine No 1
California
– -$1.24M -8,320 Closed
EW
2217
Evoke Wealth
California
– -$1.23M -8,238 Closed
MF
2218
Magnetar Financial
Illinois
– -$1.14M -7,616 Closed
STC
2219
Sarah T. Connolly
– -$1.07M -7,200 Closed
ESCM
2220
Echo Street Capital Management
New York
– -$955K -6,398 Closed
CFM
2221
Coronation Fund Managers
South Africa
– -$918K -6,151 Closed
BCM
2222
Becker Capital Management
Oregon
– -$896K -6,008 Closed
MCI
2223
MRP Capital Investments
Georgia
– -$398K -5,747 Closed
GIA
2224
Guyasuta Investment Advisors
Pennsylvania
– -$784K -5,255 Closed
FRM
2225
Fox Run Management
Connecticut
– -$728K -4,880 Closed
87 88
89
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