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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 %
HPIA
376
Hamilton Point Investment Advisors
North Carolina
$15.3M +$179K +774 +1%
WAS
377
Wesleyan Assurance Society
United Kingdom
$15.3M – – –
EGA
378
Eagle Global Advisors
Texas
$15.3M -$81.3K -351 -0.5%
MCM
379
MAI Capital Management
Ohio
$15.1M -$197K -850 -1%
CA
380
Cullinan Associates
Kentucky
$15.1M -$599K -2,587 -4%
TIP
381
Torray Investment Partners
Maryland
$15.1M – – –
GAG
382
GM Advisory Group
New York
$14.9M -$237K -1,023 -2%
SJL
383
Shayne & Jacobs LLC
Tennessee
$14.9M – – –
NA
384
NewEdge Advisors
Louisiana
$14.8M +$582K +2,515 +4%
Optiver Holding
385
Optiver Holding
Netherlands
$14.8M +$14.8M +63,800 New
AssetMark Inc
386
AssetMark Inc
California
$14.6M +$297K +1,283 +2%
VPIM
387
Vanguard Personalized Indexing Management
California
$14.5M +$597K +2,585 +4%
SIM
388
Sprucegrove Investment Management
Ontario, Canada
$14.5M +$208K +900 +1%
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$14.4M +$1.85M +8,002 +15%
ACA
390
Anchor Capital Advisors
Massachusetts
$14.4M +$2.26M +9,769 +19%
LA
391
LBP AM
France
$14.3M -$1.41M -6,106 -9%
CIA
392
Choate Investment Advisors
Massachusetts
$14M -$107K -464 -0.8%
SAM
393
Silvercrest Asset Management
New York
$13.8M -$471K -2,033 -3%
Wealthfront Advisers
394
Wealthfront Advisers
California
$13.8M +$176K +759 +1%
VLKIM
395
Van Lanschot Kempen Investment Management
Netherlands
$13.8M -$2.4M -10,364 -15%
MGIA
396
Matthew Goff Investment Advisor
Texas
$13.7M -$79K -341 -0.6%
HP
397
Holowesko Partners
Bahamas
$13.7M -$3.47M -15,000 -20%
Mackenzie Financial
398
Mackenzie Financial
Ontario, Canada
$13.7M -$248K -1,072 -2%
RP
399
Rice Partnership
Hawaii
$13.6M +$295K +1,273 +2%
KOCAA
400
Knights of Columbus Asset Advisors
Connecticut
$13.6M +$130K +563 +1%
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