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American Express
AXP

Overview Fund Activity

2,429 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, 889 reducing their positions, and 95 closing their positions.

Holders
2,429
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.14%
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
889
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

1
CWP
1
Capital Wealth Planning
Florida
$337M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.98B
3
BlackRock
3
BlackRock
New York
$11.5B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$148M
5
AIM
5
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.36B
2
SWM
2
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.55B
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$858M 3,164,754 +337,083 +12%
AIM
27
Alphinity Investment Management
Australia
$835M 3,079,907 +390,612 +15%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$794M 2,926,085 +108,777 +4%
LP
29
Longview Partners
Guernsey
$706M 2,604,686 +112 +0%
First Eagle Investment Management
30
First Eagle Investment Management
New York
$705M 2,597,888 +729 +0%
Ameriprise
31
Ameriprise
Minnesota
$670M 2,504,582 +221,730 +10%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$635M 2,342,420 -82,762 -3%
Barclays
33
Barclays
United Kingdom
$586M 2,160,407 -52,286 -2%
Deutsche Bank
34
Deutsche Bank
Germany
$581M 2,143,070 +52,842 +3%
Boston Partners
35
Boston Partners
Massachusetts
$572M 2,109,771 -15,564 -0.7%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$543M 2,004,329 +47,381 +2%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$527M 1,955,908 +56,055 +3%
Amundi
38
Amundi
France
$520M 1,930,656 -110,825 -5%
Wells Fargo
39
Wells Fargo
California
$465M 1,714,308 +51,883 +3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$463M 1,708,579 +3,100 +0.2%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$456M 1,682,959 +7,676 +0.5%
Lazard Asset Management
42
Lazard Asset Management
New York
$456M 1,680,461 -1,214,761 -42%
SCM
43
Smead Capital Management
Arizona
$442M 1,629,480 +54,958 +3%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$413M 1,522,179 -154,367 -9%
BGC
45
Beutel, Goodman & Co
Ontario, Canada
$394M 1,451,592 -11,820 -0.8%
SGA
46
Sustainable Growth Advisers
Connecticut
$372M 1,372,188 -62,638 -4%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$362M 1,335,349 -133,957 -9%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$355M 1,310,511 -29,168 -2%
Aberdeen Group
49
Aberdeen Group
United Kingdom
$343M 1,270,814 +27,859 +2%
CWP
50
Capital Wealth Planning
Florida
$337M 1,243,855 +1,242,743 +111,757%
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