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American Express
AXP

Overview Fund Activity

2,320 hedge funds and large institutions have $139B invested in American Express in 2024 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 819 increasing their positions, 918 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,320
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.75%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.02%
New
170
Increased
819
Reduced
918
Closed
106
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$840M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.35B
3
UBS AM
3
UBS AM
Illinois
$1.01B
4
AIM
4
Alphinity Investment Management
Australia
$623M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$197M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$216M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.42B
3
Bank of America
3
Bank of America
North Carolina
$2.21B
4
Barclays
4
Barclays
United Kingdom
$512M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
226
Pinnacle Financial Partners
Tennessee
$38.1M +$359K +1,552 +1%
AAM
227
Aureus Asset Management
Massachusetts
$37.9M -$4.07M -17,582 -10%
Osaic Holdings
228
Osaic Holdings
Arizona
$37.9M -$5.86M -25,303 -13%
PRO
229
Pensioenfonds Rail & OV
Netherlands
$37.8M -$812K -3,507 -2%
IGGA
230
Iron Gate Global Advisors
Utah
$37.6M +$64.6K +279 +0.2%
MIM
231
MetLife Investment Management
New Jersey
$37.4M +$4.52M +19,510 +14%
JLBC
232
J.L. Bainbridge & Co
Florida
$37.3M +$88.5K +382 +0.2%
CI
233
Cambiar Investors
Colorado
$37.3M -$29.6M -127,964 -44%
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$37.2M +$1.63M +7,097 +5%
ESBC
235
E.S. Barr & Co
Kentucky
$36.9M -$761K -3,287 -2%
PI
236
PEAK6 Investments
Illinois
$36.6M +$24.2M +104,422 +195%
Focus Partners Wealth
237
Focus Partners Wealth
Massachusetts
$36.4M -$83.8K -362 -0.2%
FRAF
238
Första AP-fonden
Sweden
$36.4M -$4.24M -18,300 -10%
SOMRS
239
State of Michigan Retirement System
Michigan
$36M -$255K -1,100 -0.7%
Creative Planning
240
Creative Planning
Kansas
$35.6M +$1.91M +8,228 +6%
Comerica Bank
241
Comerica Bank
Texas
$35.4M -$970K -4,190 -3%
WJWM
242
Williams Jones Wealth Management
New York
$35M -$216K -933 -0.6%
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.4M -$3.53M -15,264 -9%
AIM
244
Artemis Investment Management
United Kingdom
$34.2M -$986K -4,259 -3%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$33.5M -$304K -1,315 -0.9%
PCM
246
Prana Capital Management
Connecticut
$33.3M -$3.29M -14,188 -9%
QC
247
Quadrature Capital
United Kingdom
$33M +$33M +142,484 New
DWA
248
Douglass Winthrop Advisors
New York
$32.5M -$1.1M -4,772 -3%
Daiwa Securities Group
249
Daiwa Securities Group
Japan
$32.5M +$1.04M +4,477 +3%
CFB
250
Cullen/Frost Bankers
Texas
$32.4M -$1.43M -6,191 -4%
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