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CBOE · AXP in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CBOE
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterCBOEAXP
Q3 202016 holders, $2.2bn24 holders, $25.7bn
Q4 202011 holders, $2.1bn21 holders, $30.8bn
Q1 202114 holders, $2.1bn24 holders, $36.9bn
Q2 202110 holders, $2.4bn21 holders, $42.9bn
Q3 202110 holders, $2.3bn26 holders, $42.0bn
Q4 202116 holders, $2.2bn27 holders, $39.7bn
Q1 202219 holders, $2.0bn20 holders, $45.0bn
Q2 202218 holders, $2.0bn36 holders, $33.2bn
Q3 202216 holders, $1.7bn35 holders, $32.3bn
Q4 202220 holders, $1.8bn35 holders, $34.4bn
Q1 202316 holders, $2.0bn32 holders, $38.7bn
Q2 202316 holders, $2.1bn30 holders, $40.1bn
Q3 202317 holders, $2.3bn34 holders, $34.1bn
Q4 202319 holders, $2.7bn28 holders, $42.5bn
Q1 202416 holders, $2.3bn33 holders, $52.6bn
Q2 202417 holders, $2.1bn31 holders, $52.6bn
Q3 202417 holders, $2.6bn30 holders, $60.7bn
Q4 202415 holders, $2.8bn26 holders, $65.8bn
Q1 202520 holders, $4.3bn33 holders, $59.9bn
Q2 202522 holders, $5.0bn29 holders, $69.4bn
Q3 202521 holders, $4.8bn30 holders, $70.8bn
Q4 202513 holders, $4.4bn31 holders, $77.2bn
Q1 202617 holders, $4.6bn33 holders, $61.2bn
Q2 202614 holders, $3.8bn30 holders, $65.4bn
CBOE

Cboe HLDGS Inc

Holders
17
Reported value
$2.1bn
Buyers
9
Sellers
9

Breadth 0 among 94 comparable managers.

AXP

American Express Co

Holders
31
Reported value
$52.6bn
Buyers
13
Sellers
16

Breadth -3 among 94 comparable managers.

Who holds both, Q2 2024

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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