AXP icon

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
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 %
OPS
326
Orion Portfolio Solutions
Nebraska
$19.9M -$2.27M -9,809 -10%
CCA
327
Cobblestone Capital Advisors
New York
$19.8M -$2.96M -12,803 -13%
Millennium Management
328
Millennium Management
New York
$19.6M -$172M -743,368 -90%
BPA
329
Beacon Pointe Advisors
California
$19.5M +$410K +1,772 +2%
LCM
330
LVM Capital Management
Michigan
$19.4M -$35.2K -152 -0.2%
RCW
331
Rheos Capital Works
Japan
$19.1M -$23.6M -102,000 -55%
NAM
332
NorthCrest Asset Manangement
Minnesota
$19M -$4.48M -19,345 -19%
HPC
333
HM Payson & Co
Maine
$19M -$374K -1,615 -2%
BBI
334
Baxter Bros Inc
Connecticut
$18.8M -$39.8K -172 -0.2%
FCMC
335
Founders Capital Management (Connecticut)
Connecticut
$18.6M -$57.9K -250 -0.3%
YCM
336
Yousif Capital Management
Michigan
$18.5M -$617K -2,664 -3%
AHB
337
Abner Herrman & Brock
New Jersey
$18.2M -$419K -1,809 -2%
TWC
338
TD Waterhouse Canada
Ontario, Canada
$18.1M +$4.42M +18,888 +32%
Canada Life
339
Canada Life
Manitoba, Canada
$18.1M +$23.4K +101 +0.1%
MML Investors Services
340
MML Investors Services
Massachusetts
$17.9M -$4.58M -19,774 -20%
PCM
341
Penserra Capital Management
California
$17.9M -$4.59M -19,830 -20%
BCM
342
Brookstone Capital Management
Illinois
$17.8M +$2.37M +9,483 +15%
EB
343
Eastern Bank
Massachusetts
$17.8M +$10.1M +43,780 +133%
QCM
344
QRG Capital Management
Illinois
$17.5M +$1.32M +5,680 +8%
BMSSC
345
B. Metzler seel. Sohn & Co
Germany
$17.5M +$898K +3,880 +5%
MFIM
346
Mesirow Financial Investment Management
Illinois
$17.3M +$450K +1,944 +3%
Point72 Asset Management
347
Point72 Asset Management
Connecticut
$17.3M +$17.3M +74,742 New
CCP
348
Clifford Capital Partners
Utah
$17.1M -$3.59M -15,492 -17%
MIM
349
Marco Investment Management
Georgia
$17M -$201K -870 -1%
PP
350
Prudential plc
United Kingdom
$17M +$912K +3,940 +6%
12 13
14
15 16