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American Express
AXP

Overview Fund Activity

2,431 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, 891 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
+109
Holders Change %
+4.69%
% of All Funds
35.16%
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
891
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
+$235M
3
BlackRock
BlackRock
New York
+$171M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$148M
5
AIM
Alphinity Investment Management
Australia
+$106M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$823M
2
SWM
Scissortail Wealth Management
Oklahoma
-$817M
3
Lazard Asset Management
Lazard Asset Management
New York
-$329M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$316M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$289M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
376
Sprucegrove Investment Management
Ontario, Canada
$16.9M -$81.4K -300 -0.5%
AIM
377
Achmea Investment Management
Netherlands
$16.8M +$16.1M +59,472 +2,399%
ACA
378
Anchor Capital Advisors
Massachusetts
$16.7M -$235K -868 -1%
CA
379
Cullinan Associates
Kentucky
$16.5M -$1.06M -3,914 -6%
GWM
380
GDS Wealth Management
Texas
$16.3M +$938K +3,459 +6%
RP
381
Rice Partnership
Hawaii
$16.2M +$264K +974 +2%
VLKIM
382
Van Lanschot Kempen Investment Management
Netherlands
$16.1M -$36.9K -136 -0.2%
MGIA
383
Matthew Goff Investment Advisor
Texas
$15.9M -$144K -532 -0.9%
KOCAA
384
Knights of Columbus Asset Advisors
Connecticut
$15.8M -$92.8K -342 -0.6%
EI
385
Ethic Inc
New York
$15.8M -$819K -3,596 -5%
CIA
386
Choate Investment Advisors
Massachusetts
$15.7M -$757K -2,793 -5%
HWM
387
HB Wealth Management
Georgia
$15.6M +$384K +1,415 +3%
SAM
388
Silvercrest Asset Management
New York
$15.5M -$642K -2,367 -4%
GIA
389
GHP Investment Advisors
Colorado
$15.5M -$243K -895 -2%
CAM
390
Carret Asset Management
New York
$15.4M -$58K -214 -0.4%
BA
391
Bridgewater Associates
Connecticut
$15.3M +$14.1M +52,050 +1,176%
Mackenzie Financial
392
Mackenzie Financial
Ontario, Canada
$15.3M -$740K -2,727 -5%
NLGIA
393
Nippon Life Global Investors Americas
New York
$15.3M +$3.59M +13,220 +31%
PAG
394
Private Advisor Group
New Jersey
$15.1M +$110K +407 +0.7%
Allspring Global Investments
395
Allspring Global Investments
North Carolina
$14.9M +$2.17M +7,990 +17%
TAM
396
Tocqueville Asset Management
New York
$14.9M -$584K -2,155 -4%
PWM
397
Perigon Wealth Management
California
$14.9M -$304K -1,122 -2%
EMPI
398
Elo Mutual Pension Insurance
Finland
$14.8M +$1.13M +4,185 +8%
SG
399
Sienna Gestion
France
$14.8M +$2.57M +9,488 +21%
PCIA
400
Prime Capital Investment Advisors
Kansas
$14.7M +$32.8K +121 +0.2%
14 15
16
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