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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
Capital World Investors
California
$840M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.35B
3
UBS AM
UBS AM
Illinois
$1.01B
4
AIM
Alphinity Investment Management
Australia
$623M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$197M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$216M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.42B
3
Bank of America
Bank of America
North Carolina
$2.21B
4
Barclays
Barclays
United Kingdom
$512M
5
Lazard Asset Management
Lazard Asset Management
New York
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
426
Sandy Spring Bank
Maryland
$12M -$162K -698 -1%
ATC
427
Argent Trust Co
Tennessee
$12M -$357K -1,540 -3%
ERIC
428
Eagle Rock Investment Company
Georgia
$12M -$77.8K -336 -0.6%
EMPI
429
Elo Mutual Pension Insurance
Finland
$11.7M -$636K -2,746 -5%
PA
430
Perennial Advisors
New York
$11.7M -$61.4K -265 -0.5%
2
431
2Xideas
Switzerland
$11.4M -$1.04M -4,495 -8%
LTI
432
Laffer Tengler Investments
Tennessee
$11.4M +$1.5M +6,490 +15%
SC
433
Searle & Co
Connecticut
$11.3M +$1.75M +7,537 +18%
SIG
434
Sky Investment Group
Connecticut
$11.3M -$283K -1,222 -2%
SCM
435
Stanley Capital Management
Texas
$11.3M – – –
HLCM
436
Hi-Line Capital Management
South Dakota
$11.3M -$590K -2,547 -5%
OPERF
437
Oregon Public Employees Retirement Fund
Oregon
$11.3M -$29.2K -126 -0.3%
OC
438
Oppenheimer & Co
New York
$11.3M -$484K -2,091 -4%
KFC
439
Klingenstein Fields & Co
New York
$11.2M -$11.3M -48,999 -50%
AI
440
Atria Investments
North Carolina
$11M -$1.09M -4,712 -9%
DILIC
441
Dai-ichi Life Insurance Company
Japan
$11M -$2.47M -10,676 -18%
VanEck Associates
442
VanEck Associates
New York
$11M -$449K -1,941 -4%
IEFM
443
IQ EQ Fund Management
Ireland
$10.9M -$279K -1,204 -2%
FGP
444
Foyston, Gordon, & Payne
Ontario, Canada
$10.9M -$3.01M -12,985 -22%
Allspring Global Investments
445
Allspring Global Investments
North Carolina
$10.9M -$1.31M -5,660 -11%
GIBU
446
Gulf International Bank (UK)
United Kingdom
$10.9M -$610K -2,635 -5%
NRS
447
Neville Rodie & Shaw
New York
$10.8M -$40.5K -175 -0.4%
CA
448
Clearstead Advisors
Ohio
$10.7M +$3.88M +16,764 +57%
JAFL
449
Jay A. Fishman Ltd
Michigan
$10.7M +$2.39M +10,335 +29%
GFG
450
Greystone Financial Group
Michigan
$10.6M +$596K +2,572 +6%
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