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American Express
AXP

Overview Fund Activity

2,321 hedge funds and large institutions have $139B invested in American Express in 2024 Q2 according to their latest regulatory filings, with 171 funds opening new positions, 819 increasing their positions, 918 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,321
Holders Change
+31
Holders Change %
+1.35%
% of All Funds
33.76%
Holding in Top 10
70
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-7.89%
% of All Funds
1.02%
New
171
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 %
MIF
276
Mediolanum International Funds
Ireland
$27.7M -$3.4M -15,943 -11%
MCM
277
Maple Capital Management
Vermont
$27.5M +$723K +3,124 +3%
SGAM
278
Smith Group Asset Management
Texas
$27.5M +$1.17M +5,033 +4%
Twin Tree Management
279
Twin Tree Management
Texas
$27.4M -$11.2M -48,583 -29%
AB
280
Amalgamated Bank
New York
$27.2M -$888K -3,833 -3%
SA
281
Sanctuary Advisors
Indiana
$27.2M +$27.2M +115,293 New
FDCP
282
Foster Dykema Cabot & Partners
Massachusetts
$26.9M -$219K -945 -0.8%
CSIC
283
Clifford Swan Investment Counsel
California
$26.8M -$386K -1,666 -1%
Pathstone Holdings
284
Pathstone Holdings
New Jersey
$26.2M -$676K -2,918 -3%
DIA
285
Dana Investment Advisors
Wisconsin
$25.7M -$1.52M -6,568 -6%
FTF
286
Freedom Together Foundation
New York
$25.7M -$5.33M -23,000 -17%
CIA
287
Capital Investment Advisors
Georgia
$25.6M +$912K +3,939 +4%
BCIM
288
British Columbia Investment Management
British Columbia, Canada
$25.5M +$9.38M +40,499 +58%
FMI
289
Factory Mutual Insurance
Massachusetts
$25.5M -$417K -1,800 -2%
TNB
290
Thomasville National Bank
Georgia
$25.3M +$201K +867 +0.8%
AQR Capital Management
291
AQR Capital Management
Connecticut
$25.3M +$6.01M +25,937 +31%
BSA
292
Braun Stacey Associates
New York
$25.2M -$392K -1,694 -2%
CNB
293
Czech National Bank
Czech Republic
$25.1M +$1.78M +7,667 +8%
PA
294
Paralel Advisors
Colorado
$24.3M – – –
TBC
295
Tweedy, Browne Co
Connecticut
$24.1M -$1.19M -5,121 -5%
UCFA
296
United Capital Financial Advisors
Texas
$23.6M -$5.58M -24,077 -19%
UM
297
UniSuper Management
Australia
$23.6M +$3.4M +14,702 +17%
SPIA
298
Steward Partners Investment Advisory
New York
$23.5M +$1.07M +4,601 +5%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$23.4M -$1.37M -5,934 -6%
QP
300
Quilter Plc
United Kingdom
$23.4M -$912K -3,940 -4%
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