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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 %
HF
451
HRT Financial
New York
$10.6M -$69.1M -298,407 -87%
SG
452
Sienna Gestion
France
$10.5M -$74.3K -321 -0.7%
SCTC
453
Sanibel Captiva Trust Company
Florida
$10.4M +$717K +3,095 +7%
MKA
454
M. Kulyk & Associates
Georgia
$10.4M +$498K +2,150 +5%
CWM
455
Congress Wealth Management
Massachusetts
$10.3M +$9.53M +41,173 +1,184%
FBB
456
Fulton Breakefield Broenniman
Maryland
$10.3M +$9.91M +42,793 +2,448%
KA
457
Kintegral Advisory
New York
$10.3M +$153K +659 +2%
MSRPS
458
Maryland State Retirement & Pension System
Maryland
$10.2M -$299K -1,292 -3%
IMRF
459
Illinois Municipal Retirement Fund
Illinois
$10.2M -$382K -1,649 -4%
AWS
460
Atria Wealth Solutions
New York
$10.1M -$2.49M -10,756 -20%
MSU
461
Mizuho Securities USA
New York
$10.1M +$10.1M +43,814 New
MIM
462
Martin Investment Management
Florida
$10.1M -$380K -1,640 -4%
NLGIA
463
Nippon Life Global Investors Americas
New York
$9.97M +$60.2K +260 +0.6%
MYAM
464
Meiji Yasuda Asset Management
Japan
$9.96M +$124K +534 +1%
Holocene Advisors
465
Holocene Advisors
New York
$9.96M -$4.81M -20,783 -33%
KRS
466
Kentucky Retirement Systems
Kentucky
$9.92M -$141K -608 -1%
PCH
467
Polar Capital Holdings
United Kingdom
$9.9M -$2.48M -10,689 -20%
NI
468
NFC Investments
Tennessee
$9.87M – – –
VCAM
469
Van Cleef Asset Management
Ohio
$9.81M -$113K -487 -1%
M
470
Mirova
France
$9.72M +$222K +960 +2%
SIM
471
Seaview Investment Managers
Florida
$9.6M -$1.22M -5,248 -11%
GC
472
Grimes & Company
Massachusetts
$9.58M -$2.26M -9,776 -19%
BCMO
473
Buckingham Capital Management (Ohio)
Ohio
$9.58M +$1.12M +4,833 +13%
BBHC
474
Brown Brothers Harriman & Co
New York
$9.5M -$74.3K -321 -0.8%
RCM
475
Radnor Capital Management
Pennsylvania
$9.46M +$285K +1,230 +3%
17 18
19
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