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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.36B
2
SWM
2
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
251
Regions Financial Corp
Alabama
$36.2M -$325K -1,198 -0.9%
PA
252
Pinnacle Associates
New York
$36.1M +$856K +4,570 +2%
AAM
253
Advisors Asset Management
Colorado
$35.9M -$1.92M -7,078 -5%
SBWIC
254
Schaper Benz & Wise Investment Counsel
Wisconsin
$35.5M +$180K +665 +0.5%
WJWM
255
Williams Jones Wealth Management
New York
$35.3M -$5.77M -21,267 -14%
SPIA
256
Steward Partners Investment Advisory
New York
$35M +$7.54M +27,816 +27%
CB
257
Commerce Bank
Missouri
$34.9M -$787K -2,901 -2%
MCM
258
Mill Capital Management
North Carolina
$34.7M +$98.4K +363 +0.3%
VMPIC
259
Varma Mutual Pension Insurance Co
Finland
$34.2M -$1.57M -5,800 -4%
ELC
260
Edgar Lomax Company
Virginia
$34.1M -$533K -1,965 -2%
FDCDDQ
261
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7M -$6.6M -24,345 -16%
GIP
262
Greatmark Investment Partners
Georgia
$33.3M -$520K -1,917 -2%
COPPSERS
263
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.2M -$694K -2,558 -2%
AF
264
Allworth Financial
California
$32.8M -$808K -2,980 -2%
SGAM
265
Smith Group Asset Management
Texas
$32.6M +$443K +1,633 +1%
IIM
266
INTECH Investment Management
Florida
$32.5M +$18.2M +67,042 +127%
HF
267
HRT Financial
New York
$32.5M +$20.1M +74,197 +162%
II
268
IFM Investors
Australia
$32.5M -$345K -1,272 -1%
MCM
269
Maple Capital Management
Vermont
$32.4M +$263K +971 +0.8%
DWM
270
Destination Wealth Management
California
$32.4M -$1.01M -3,707 -3%
CTB
271
Country Trust Bank
Illinois
$32.3M -$5.45M -20,082 -14%
Skandinaviska Enskilda Banken (SEB)
272
Skandinaviska Enskilda Banken (SEB)
Sweden
$32.2M -$12.4M -45,836 -28%
CCM
273
Chilton Capital Management
Texas
$32.2M -$339K -1,249 -1%
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$31.9M -$169M -624,341 -84%
UIM
275
USS Investment Management
United Kingdom
$31.5M -$1.16M -4,291 -4%
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