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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
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 %
Mirae Asset Global Investments
351
Mirae Asset Global Investments
South Korea
$17M -$21.6M -94,729 -56%
N
352
Natixis
France
$16.9M +$9.66M +41,702 +133%
EI
353
Ethic Inc
New York
$16.9M +$833K +3,596 +5%
AMBIA
354
Allen Mooney & Barnes Investment Advisors
Georgia
$16.9M +$167K +723 +1%
WorldQuant Millennium Advisors
355
WorldQuant Millennium Advisors
New York
$16.8M -$30.4M -131,076 -64%
HW
356
Hancock Whitney
Mississippi
$16.8M +$1.29M +5,553 +8%
ETC
357
Exchange Traded Concepts
Oklahoma
$16.8M +$7.93M +34,237 +90%
MOACM
358
Mutual of America Capital Management
New York
$16.6M -$767K -3,314 -4%
BS
359
Banco Santander
Spain
$16.5M -$67.1K -290 -0.4%
DMC
360
Drexel Morgan & Co
Pennsylvania
$16.4M – – –
GI
361
Gradient Investments
Minnesota
$16.4M -$779K -3,363 -5%
NAM
362
Nissay Asset Management
Japan
$16.2M +$385K +1,664 +2%
WT
363
Whittier Trust
California
$16.2M -$483K -2,085 -3%
GGS
364
Galvin Gaustad & Stein
Arizona
$16.1M +$2.68M +11,564 +20%
PL
365
Parthenon LLC
Kentucky
$15.9M -$188K -814 -1%
ET
366
Equitable Trust
Tennessee
$15.9M -$10.2M -44,127 -39%
SOADOR
367
State of Alaska Department of Revenue
Alaska
$15.9M -$434K -1,875 -3%
AAIS
368
ABN AMRO Investment Solutions
$15.8M -$1.93M -8,347 -11%
CM
369
Castleark Management
Illinois
$15.7M – – –
WIC
370
Willis Investment Counsel
Georgia
$15.6M +$15.5K +67 +0.1%
PRIG
371
Payden & Rygel Investment Group
California
$15.5M +$463K +2,000 +3%
PR
372
Payden & Rygel
California
$15.5M +$463K +2,000 +3%
PMG
373
Private Management Group
California
$15.5M -$67.8K -293 -0.4%
PI
374
PGGM Investments
Netherlands
$15.4M +$2.8M +12,094 +22%
CIS
375
Connors Investor Services
Pennsylvania
$15.4M +$5.59M +24,160 +57%
13 14
15
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