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American Express
AXP

Overview Fund Activity

2,291 hedge funds and large institutions have $139B invested in American Express in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 759 increasing their positions, 893 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+122
Holders Change %
+5.62%
% of All Funds
33.21%
Holding in Top 10
76
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+28.81%
% of All Funds
1.1%
New
242
Increased
759
Reduced
893
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.01B
2
AIM
Alphinity Investment Management
Australia
$434M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
4
Barclays
Barclays
United Kingdom
$838M
5
Jane Street
Jane Street
New York
$227M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.03B
2
AllianceBernstein
AllianceBernstein
Tennessee
$425M
3
Vanguard Group
Vanguard Group
Pennsylvania
$10.3B
4
Holocene Advisors
Holocene Advisors
New York
$14.5M
5
BlackRock
BlackRock
New York
$9.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
VMPIC
251
Varma Mutual Pension Insurance Co
Finland
$33.3M +$33.3M +146,100 New
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$33.3M -$8.63M -37,896 -21%
MIF
253
Mediolanum International Funds
Ireland
$33.2M +$33.2M +145,682 New
Creative Planning
254
Creative Planning
Kansas
$33.1M +$1.64M +7,215 +5%
DWA
255
Douglass Winthrop Advisors
New York
$33M -$100K -439 -0.3%
AAM
256
Advisors Asset Management
Colorado
$33M +$102K +446 +0.3%
RFC
257
Regions Financial Corp
Alabama
$32.4M -$1.1M -4,842 -3%
MIM
258
MetLife Investment Management
New Jersey
$32.3M -$1.31M -5,757 -4%
CTB
259
Country Trust Bank
Illinois
$32.3M -$4.8M -21,095 -13%
Cerity Partners
260
Cerity Partners
New York
$32.2M -$62.7M -274,767 -66%
Mirae Asset Global Investments
261
Mirae Asset Global Investments
South Korea
$32.2M +$2.96M +15,561 +10%
Daiwa Securities Group
262
Daiwa Securities Group
Japan
$30.9M +$80.8K +355 +0.3%
National Bank of Canada
263
National Bank of Canada
Quebec, Canada
$30.7M -$171M -706,049 -85%
FTF
264
Freedom Together Foundation
New York
$30.5M – – –
SBWIC
265
Schaper Benz & Wise Investment Counsel
Wisconsin
$30.4M -$388K -1,704 -1%
BFS
266
Bradley Foster & Sargent
Connecticut
$30.3M -$590K -2,590 -2%
CB
267
Commerce Bank
Missouri
$30M -$436K -1,914 -1%
DWM
268
Destination Wealth Management
California
$30M -$592K -2,601 -2%
Mariner
269
Mariner
Kansas
$29.9M +$2.85M +12,536 +11%
ELC
270
Edgar Lomax Company
Virginia
$29.6M -$9.65M -42,395 -25%
DnB Asset Management
271
DnB Asset Management
Norway
$29.5M -$7.44M -32,657 -20%
MCM
272
Mill Capital Management
North Carolina
$29M -$15.3K -67 -0.1%
SPC
273
Stewart & Patten Company
California
$28.9M -$766K -3,365 -3%
GIP
274
Greatmark Investment Partners
Georgia
$28.8M -$270K -1,186 -0.9%
UCFA
275
United Capital Financial Advisors
Texas
$28.7M -$631K -2,773 -2%
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