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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 170 funds opening new positions, 819 increasing their positions, 919 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,321
Holders Change
+30
Holders Change %
+1.31%
% 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
170
Increased
819
Reduced
919
Closed
106
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M

Top Buyers

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

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$216M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.42B
3
Bank of America
Bank of America
North Carolina
$2.21B
4
Barclays
Barclays
United Kingdom
$512M
5
Lazard Asset Management
Lazard Asset Management
New York
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$23.4M -$442K -1,911 -2%
ATN
302
AMF Tjänstepension
Sweden
$23.4M -$62.3M -268,908 -73%
FSA
303
Franklin Street Advisors
North Carolina
$23.3M -$5.04M -21,761 -18%
X
304
Xponance
Pennsylvania
$23.2M +$159K +686 +0.7%
NCM
305
Noesis Capital Mangement
Florida
$23M +$23.6K +102 +0.1%
CAM
306
Cresset Asset Management
Illinois
$22.8M +$3.51M +15,171 +18%
IHL
307
Investment House LLC
California
$22.7M +$307K +1,327 +1%
CGH
308
Crossmark Global Holdings
Texas
$22.7M +$6.07M +26,220 +36%
BFA
309
Bragg Financial Advisors
North Carolina
$22.5M -$873K -3,771 -4%
AAF
310
Andra AP-fonden
Sweden
$22.3M +$10.5M +45,400 +89%
VF
311
Vest Financial
Virginia
$22.3M +$3.48M +15,025 +19%
FAFTFSNP
312
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$21.9M +$21.9M +94,663 New
CTA
313
Chesley Taft & Associates
Illinois
$21.8M -$48.4K -209 -0.2%
TPSF
314
Texas Permanent School Fund
Texas
$21.8M -$5.58M -24,095 -20%
URS
315
Utah Retirement Systems
Utah
$21.7M -$1.64M -7,100 -7%
TIAA Trust, National Association
316
TIAA Trust, National Association
North Carolina
$21.6M +$13.3M +57,392 +159%
USAA
317
United Services Automobile Association
Texas
$21.6M -$273K -1,180 -1%
WF
318
Welch & Forbes
Massachusetts
$21.2M +$76.1K +321 +0.4%
KAS
319
Kestra Advisory Services
Texas
$21M +$7.32M +31,603 +53%
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$20.8M +$350K +1,511 +2%
FT
321
Fiduciary Trust
Massachusetts
$20.6M -$479K -2,068 -2%
Mirae Asset Global ETFs Holdings
322
Mirae Asset Global ETFs Holdings
Hong Kong
$20.4M +$20.4M +88,299 New
CFG
323
Citizens Financial Group
Rhode Island
$20.3M +$824K +3,559 +4%
NYLIM
324
New York Life Investment Management
New York
$20.2M +$11.8K +51 +0.1%
BCI
325
Brinker Capital Investments
Pennsylvania
$19.9M -$2.27M -9,809 -10%
11 12
13
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