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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 %
TBC
301
Tweedy, Browne Co
Connecticut
$27.1M -$1.1M -4,051 -4%
IHL
302
Investment House LLC
California
$26.8M +$186K +686 +0.7%
RCW
303
Rheos Capital Works
Japan
$26.8M +$4.34M +16,000 +19%
Grantham, Mayo, Van Otterloo & Co (GMO)
304
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M -$316M -1,163,929 -92%
FAF
305
Fjarde Ap-fonden
Sweden
$26.5M +$26.5M +97,663 New
AAF
306
Andra AP-fonden
Sweden
$26.1M -$27.1K -100 -0.1%
BCIM
307
British Columbia Investment Management
British Columbia, Canada
$26M -$3.87M -14,287 -13%
BFA
308
Bragg Financial Advisors
North Carolina
$26M -$433K -1,598 -2%
TIAA Trust, National Association
309
TIAA Trust, National Association
North Carolina
$25.9M +$551K +2,033 +2%
QP
310
Quilter Plc
United Kingdom
$25.9M -$1.55M -5,704 -6%
URS
311
Utah Retirement Systems
Utah
$25.2M -$163K -600 -0.6%
CTA
312
Chesley Taft & Associates
Illinois
$25.1M -$498K -1,837 -2%
FSA
313
Franklin Street Advisors
North Carolina
$24.9M -$2.47M -9,117 -9%
WF
314
Welch & Forbes
Massachusetts
$24.3M +$106K +390 +0.4%
TWC
315
TD Waterhouse Canada
Ontario, Canada
$24.2M +$3.46M +12,886 +17%
FT
316
Fiduciary Trust
Massachusetts
$23.9M -$220K -812 -0.9%
Squarepoint
317
Squarepoint
New York
$23.6M -$41.6M -153,436 -64%
PI
318
PGGM Investments
Netherlands
$23.5M +$5.48M +20,224 +30%
CFG
319
Citizens Financial Group
Rhode Island
$23.5M -$300K -1,107 -1%
Mirae Asset Global ETFs Holdings
320
Mirae Asset Global ETFs Holdings
Hong Kong
$23.4M -$556K -2,050 -2%
NAM
321
NorthCrest Asset Manangement
Minnesota
$22.8M +$582K +2,147 +3%
CCA
322
Cobblestone Capital Advisors
New York
$22.7M -$517K -1,906 -2%
BPA
323
Beacon Pointe Advisors
California
$22.7M -$164K -606 -0.7%
NYLIM
324
New York Life Investment Management
New York
$22.6M -$1.03M -3,815 -4%
Bank of Nova Scotia
325
Bank of Nova Scotia
Ontario, Canada
$22.4M -$75.9M -279,988 -77%
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