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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 %
BCMO
451
Buckingham Capital Management (Ohio)
Ohio
$11.4M +$197K +728 +2%
M
452
Mirova
France
$11.4M – – –
Pacer Advisors
453
Pacer Advisors
Pennsylvania
$11.3M +$298K +1,098 +3%
BBHC
454
Brown Brothers Harriman & Co
New York
$11.3M +$149K +550 +1%
FGP
455
Foyston, Gordon, & Payne
Ontario, Canada
$11.3M -$1.52M -5,595 -12%
SC
456
Searle & Co
Connecticut
$11.3M -$2M -7,365 -15%
A
457
AustralianSuper
Australia
$11.2M +$6.8M +25,062 +153%
NG
458
NatWest Group
United Kingdom
$11.2M +$804K +2,963 +8%
WF
459
WoodTrust Financial
Wisconsin
$11.2M +$145K +536 +1%
SC
460
Savant Capital
Illinois
$11.2M +$1.07M +3,958 +11%
MIM
461
Martin Investment Management
Florida
$11.1M -$730K -2,693 -6%
Bessemer Group
462
Bessemer Group
New Jersey
$11.1M +$216K +796 +2%
GC
463
Grimes & Company
Massachusetts
$11M -$186K -687 -2%
SWIG
464
Strategic Wealth Investment Group
Kentucky
$11M +$746K +2,778 +7%
TC
465
TownSquare Capital
Utah
$11M +$4.82M +17,769 +78%
SVCP
466
Silicon Valley Capital Partners
California
$11M +$205K +757 +2%
AWS
467
Atria Wealth Solutions
New York
$10.9M -$949K -3,501 -8%
SAM
468
Stansberry Asset Management
Texas
$10.8M -$3.93M -14,476 -27%
CI
469
CX Institutional
Indiana
$10.8M +$9.37M +34,547 +653%
IIC
470
Ironwood Investment Counsel
Arizona
$10.8M -$142K -524 -1%
FCT
471
Family Capital Trust
Massachusetts
$10.7M -$42.8K -158 -0.4%
SBIA
472
Sheaff Brock Investment Advisors
Indiana
$10.7M -$121K -445 -1%
WA
473
Waverly Advisors
Alabama
$10.7M -$156K -577 -1%
KRS
474
Kentucky Retirement Systems
Kentucky
$10.6M -$1M -3,695 -9%
Vontobel Holding
475
Vontobel Holding
Switzerland
$10.6M +$935K +3,449 +10%
17 18
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