AXP icon

American Express
AXP

Overview Fund Activity

2,290 hedge funds and large institutions have $139B invested in American Express in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 759 increasing their positions, 892 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
+122
Holders Change %
+5.63%
% of All Funds
33.2%
Holding in Top 10
76
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+28.81%
% of All Funds
1.1%
New
242
Increased
759
Reduced
892
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.01B
2
AIM
2
Alphinity Investment Management
Australia
$434M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.85B
4
Barclays
4
Barclays
United Kingdom
$838M
5
Jane Street
5
Jane Street
New York
$227M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.03B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$425M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.3B
4
Holocene Advisors
4
Holocene Advisors
New York
$14.5M
5
BlackRock
5
BlackRock
New York
$9.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$838M +$226M +993,594 +37%
RCWMU
27
Rothschild & Co Wealth Management (UK)
United Kingdom
$814M +$2.79M +12,248 +0.3%
UBS AM
28
UBS AM
Illinois
$783M -$57.9M -254,491 -7%
LP
29
Longview Partners
Guernsey
$719M -$20.4M -89,600 -3%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$670M -$5.38M -23,628 -0.8%
UBS Group
31
UBS Group
Switzerland
$634M +$114M +499,143 +22%
First Eagle Investment Management
32
First Eagle Investment Management
New York
$593M +$852K +3,740 +0.1%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$591M +$44.6M +195,876 +8%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$539M +$87.3M +383,345 +19%
Ameriprise
35
Ameriprise
Minnesota
$509M -$27.9M -124,985 -5%
Boston Partners
36
Boston Partners
Massachusetts
$486M +$88.3M +387,166 +22%
Amundi
37
Amundi
France
$461M +$28.9M +132,662 +7%
Deutsche Bank
38
Deutsche Bank
Germany
$454M -$5.36M -23,526 -1%
AIM
39
Alphinity Investment Management
Australia
$434M +$434M +1,904,823 New
AllianceBernstein
40
AllianceBernstein
Tennessee
$425M -$366M -1,608,112 -46%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$408M +$50.9M +224,079 +14%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$402M -$34.5M -151,564 -8%
SCM
43
Smead Capital Management
Arizona
$401M +$17.9M +78,581 +5%
Swiss National Bank
44
Swiss National Bank
Switzerland
$398M -$48.2M -211,500 -11%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$395M +$122M +536,100 +45%
SGA
46
Sustainable Growth Advisers
Connecticut
$389M -$13.7M -60,031 -3%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$385M -$22.6M -99,086 -6%
Wells Fargo
48
Wells Fargo
California
$378M +$26.9M +118,200 +8%
BGC
49
Beutel, Goodman & Co
Ontario, Canada
$319M -$152M -668,518 -32%
Pictet Asset Management
50
Pictet Asset Management
Switzerland
$310M -$3.32M -14,570 -1%
1
2
3 4 5