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American Express
AXP

Overview Fund Activity

2,430 hedge funds and large institutions have $158B invested in American Express in 2024 Q3 according to their latest regulatory filings, with 230 funds opening new positions, 871 increasing their positions, 890 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.15%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.27%
New
230
Increased
871
Reduced
890
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

1
CWP
Capital Wealth Planning
Florida
$337M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.98B
3
BlackRock
BlackRock
New York
$11.5B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$148M
5
AIM
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$4.36B
2
SWM
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
DGM
226
Delta Global Management
New York
$43.9M +$43.9M +161,885 New
Creative Planning
227
Creative Planning
Kansas
$43.7M +$1.99M +7,328 +5%
JLBC
228
J.L. Bainbridge & Co
Florida
$43.4M -$296K -1,093 -0.7%
CPC
229
Cookson Peirce & Co
Pennsylvania
$43.4M +$39.5M +145,603 +1,020%
CI
230
Cambiar Investors
Colorado
$43.1M -$641K -2,365 -1%
ESBC
231
E.S. Barr & Co
Kentucky
$42.9M -$334K -1,232 -0.8%
Flossbach Von Storch
232
Flossbach Von Storch
Germany
$42.8M -$12.5M -46,220 -23%
Focus Partners Wealth
233
Focus Partners Wealth
Massachusetts
$42.2M -$418K -1,543 -1%
MIM
234
MetLife Investment Management
New Jersey
$42.2M -$1.58M -5,826 -4%
DekaBank Deutsche Girozentrale
235
DekaBank Deutsche Girozentrale
Germany
$41.9M -$1.66M -6,164 -4%
SOMRS
236
State of Michigan Retirement System
Michigan
$41.5M -$705K -2,600 -2%
TAM
237
Todd Asset Management
Kentucky
$41.2M -$9.45M -34,842 -19%
MAM
238
Martingale Asset Management
Massachusetts
$41.1M -$7.11M -26,205 -15%
Cerity Partners
239
Cerity Partners
New York
$40.9M +$7.87M +29,035 +24%
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$40.4M +$1.1M +4,070 +3%
Baird Financial Group
241
Baird Financial Group
Wisconsin
$40.3M -$6.56M -24,201 -14%
Daiwa Securities Group
242
Daiwa Securities Group
Japan
$40M +$1.97M +7,258 +5%
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$39M +$2.73M +10,081 +8%
MIF
244
Mediolanum International Funds
Ireland
$38.7M +$3.63M +13,428 +10%
Mariner
245
Mariner
Kansas
$38.3M +$1.17M +4,326 +3%
AAM
246
Aureus Asset Management
Massachusetts
$38M -$6.44M -23,731 -14%
DWA
247
Douglass Winthrop Advisors
New York
$37.6M -$421K -1,552 -1%
CFB
248
Cullen/Frost Bankers
Texas
$37.2M -$762K -2,808 -2%
BFS
249
Bradley Foster & Sargent
Connecticut
$37M -$507K -1,869 -1%
HNB
250
Huntington National Bank
Ohio
$36.9M -$687K -2,534 -2%
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