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American Express
AXP

Overview Fund Activity

2,320 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, 918 reducing their positions, and 106 closing their positions.

Holders
2,320
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.75%
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
918
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 Market Value Shares Shares
Change 		Shares
Change %
RCWMU
26
Rothschild & Co Wealth Management (UK)
United Kingdom
$829M 3,580,102 +3,825 +0.1%
Lazard Asset Management
27
Lazard Asset Management
New York
$670M 2,895,222 -1,180,166 -29%
UBS Group
28
UBS Group
Switzerland
$655M 2,827,671 +45,172 +2%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$652M 2,817,308 -126,354 -4%
AIM
30
Alphinity Investment Management
Australia
$623M 2,689,295 +784,472 +41%
LP
31
Longview Partners
Guernsey
$603M 2,604,574 -555,175 -18%
First Eagle Investment Management
32
First Eagle Investment Management
New York
$601M 2,597,159 -7,791 -0.3%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$562M 2,425,182 -170,188 -7%
Ameriprise
34
Ameriprise
Minnesota
$520M 2,282,852 +5,832 +0.3%
Barclays
35
Barclays
United Kingdom
$512M 2,212,693 -1,467,573 -40%
Boston Partners
36
Boston Partners
Massachusetts
$493M 2,125,335 -3,840 -0.2%
Deutsche Bank
37
Deutsche Bank
Germany
$484M 2,090,228 +96,658 +5%
Amundi
38
Amundi
France
$481M 2,041,481 -78,649 -4%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$453M 1,956,948 -408,351 -17%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$442M 1,899,853 +101,111 +6%
Swiss National Bank
41
Swiss National Bank
Switzerland
$395M 1,705,479 -40,500 -2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$388M 1,676,546 -88,548 -5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$388M 1,675,283 -15,245 -0.9%
Wells Fargo
44
Wells Fargo
California
$385M 1,662,425 +982 +0.1%
SCM
45
Smead Capital Management
Arizona
$365M 1,574,522 -186,321 -11%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$340M 1,469,306 +429,463 +41%
BGC
47
Beutel, Goodman & Co
Ontario, Canada
$339M 1,463,412 +64,072 +5%
SGA
48
Sustainable Growth Advisers
Connecticut
$332M 1,434,826 -274,442 -16%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$310M 1,339,679 +136,528 +11%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$292M 1,262,350 -5,429 -0.4%
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