AXP icon

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 %
CK
201
Cohen Klingenstein
New York
$36.9M -$301K -1,605 -0.8%
CIBC World Market
202
CIBC World Market
Ontario, Canada
$36.5M +$25.9M +138,396 +244%
Los Angeles Capital Management
203
Los Angeles Capital Management
California
$36.2M +$5.73M +30,576 +19%
PA
204
Pinnacle Associates
New York
$36.1M -$183K -975 -0.5%
RMA
205
Roffman Miller Associates
Pennsylvania
$36M -$121K -647 -0.3%
Walleye Capital
206
Walleye Capital
New York
$35.9M +$5.79M +30,880 +19%
AIG
207
American International Group
New York
$35.7M -$7.12K -38 -0%
JIC
208
Johnson Investment Counsel
Ohio
$35.5M -$600K -3,205 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
209
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$35.4M +$5.81M +31,000 +20%
Lord, Abbett & Co
210
Lord, Abbett & Co
New Jersey
$35.1M -$4.21M -22,454 -11%
HIMC
211
Heritage Investors Management Corp
Maryland
$34.8M +$290K +1,547 +0.8%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$34.5M +$388K +2,070 +1%
AAM
213
Aureus Asset Management
Massachusetts
$34.1M +$15.9K +85 +0%
ZIC
214
ZWJ Investment Counsel
Georgia
$33.7M -$60.1K -321 -0.2%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$33.4M +$428K +2,284 +1%
RJFSA
216
Raymond James Financial Services Advisors
Florida
$33.3M -$523K -2,790 -2%
Handelsbanken Fonder
217
Handelsbanken Fonder
Sweden
$33.1M +$3.89M +20,769 +13%
ASRS
218
Arizona State Retirement System
Arizona
$33M -$506K -2,701 -2%
Baird Financial Group
219
Baird Financial Group
Wisconsin
$32.4M -$74.4K -397 -0.2%
FRAF
220
Första AP-fonden
Sweden
$32.4M +$824K +4,400 +3%
ELC
221
Edgar Lomax Company
Virginia
$32.3M -$1.32M -7,025 -4%
Two Sigma Investments
222
Two Sigma Investments
New York
$32.1M -$115M -612,982 -78%
BBVA
223
Banco Bilbao Vizcaya Argentaria
Spain
$32M -$4.37M -23,315 -12%
Jane Street
224
Jane Street
New York
$31.9M -$30.4M -162,490 -49%
ESBC
225
E.S. Barr & Co
Kentucky
$31.9M -$1.18M -6,279 -4%
7 8
9
10 11