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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 %
ES
2226
Eagle Strategies
New York
– -$709K -4,750 Closed
CWP
2227
Capital Wealth Planning
Florida
– -$677K -4,535 Closed
LP
2228
LMR Partners
United Kingdom
– -$645K -4,323 Closed
JSL
2229
JT Stratford LLC
Georgia
– -$644K -4,319 Closed
CG
2230
CFO4Life Group
Texas
– -$636K -4,262 Closed
OTL
2231
Oak Thistle LLC
New York
– -$604K -4,048 Closed
ACS
2232
Archford Capital Strategies
Illinois
– -$522K -3,502 Closed
CCM
2233
CAAS Capital Management
New York
– -$507K -3,400 Closed
CHP
2234
Cable Hill Partners
Oregon
– -$495K -3,319 Closed
BPC
2235
Banque Pictet & Cie
Switzerland
– -$485K -3,250 Closed
ARC
2236
Advisor Resource Council
Texas
– -$484K -3,247 Closed
CCI
2237
Credit Capital Investments
New Jersey
– -$444K -2,979 Closed
RWM
2238
Revisor Wealth Management
Ohio
– -$406K -2,722 Closed
PBCM
2239
Point Break Capital Management
Florida
– -$403K -2,700 Closed
EP
2240
Eudaimonia Partners
Tennessee
– -$352K -2,357 Closed
SPW
2241
Sonoma Private Wealth
California
– -$331K -2,217 Closed
CIM
2242
Contravisory Investment Management
Massachusetts
– -$316K -2,120 Closed
TA
2243
Trellis Advisors
Washington
– -$315K -2,109 Closed
BBP
2244
Banco BTG Pactual
Brazil
– -$283K -1,894 Closed
BAM
2245
Blueshift Asset Management
New Jersey
– -$276K -1,847 Closed
NC
2246
NinePointTwo Capital
California
– -$239K -1,608 Closed
LNWTC
2247
Laird Norton Wetherby Trust Company
Washington
– -$236K -1,579 Closed
WAS
2248
Wealth Advisory Solutions
Indiana
– -$231K -1,551 Closed
WFI
2249
West Family Investments
California
– -$228K -1,530 Closed
UBV
2250
United Bank (Virginia)
Virginia
– -$225K -1,505 Closed
88 89
90
91 92