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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 %
GIA
401
GHP Investment Advisors
Colorado
$13.4M -$181K -782 -1%
OIAM
402
OFI Invest Asset Management
France
$13.4M -$106K -489 -0.8%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$13.4M -$79.4K -343 -0.6%
TAM
404
Tocqueville Asset Management
New York
$13.2M -$46.3K -200 -0.3%
NEI
405
Northwest & Ethical Investments
Ontario, Canada
$13.2M -$203K -877 -2%
CAM
406
Carret Asset Management
New York
$13.2M -$139K -600 -1%
GWM
407
GDS Wealth Management
Texas
$13.1M +$984K +4,249 +8%
HWM
408
HB Wealth Management
Georgia
$13M +$152K +657 +1%
DT
409
Diversified Trust
Tennessee
$13M -$1.35M -5,821 -9%
Capital Fund Management (CFM)
410
Capital Fund Management (CFM)
France
$12.9M +$12.9M +55,911 New
PWM
411
Perigon Wealth Management
California
$12.9M +$283K +1,223 +2%
Nomura Holdings
412
Nomura Holdings
Japan
$12.9M -$40.7M -175,767 -76%
PAG
413
Private Advisor Group
New Jersey
$12.8M +$218K +943 +2%
NCM
414
Narwhal Capital Management
Georgia
$12.7M -$979K -4,229 -7%
MCM
415
Marsico Capital Management
Colorado
$12.7M – – –
SSA
416
Schonfeld Strategic Advisors
New York
$12.6M +$3.87M +16,712 +44%
SAM
417
Stansberry Asset Management
Texas
$12.6M +$3.7M +15,961 +42%
PCIA
418
Prime Capital Investment Advisors
Kansas
$12.5M -$1.46M -6,311 -10%
RGC
419
Redwood Grove Capital
California
$12.4M +$665K +2,870 +6%
DC
420
Davenport & Co
Virginia
$12.3M -$1.34M -5,784 -10%
CWM
421
Calamos Wealth Management
Illinois
$12.3M +$301K +1,302 +3%
CSS
422
Cubist Systematic Strategies
Connecticut
$12.3M +$10.5M +45,368 +595%
IIM
423
INTECH Investment Management
Florida
$12.3M +$7.48M +32,287 +156%
CWM
424
Chemistry Wealth Management
New York
$12.1M +$354K +1,528 +3%
GAM
425
Griffin Asset Management
New York
$12M -$1.21M -5,227 -9%
15 16
17
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