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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 %
IAA
476
Independent Advisor Alliance
North Carolina
$10.4M -$285K -1,050 -3%
JC
477
Jacobs & Co
California
$10.4M -$378K -1,393 -4%
BCAM
478
Boston Common Asset Management
Massachusetts
$10.2M +$13K +48 +0.1%
WTC
479
WhitTier Trust Company
Nevada
$10.2M -$77K -284 -0.7%
BEI
480
Benjamin Edwards Inc
Missouri
$10.2M +$7.82M +28,817 +326%
HCMT
481
Highland Capital Management (Tennessee)
Tennessee
$10.1M -$451K -1,664 -4%
GCM
482
Gunderson Capital Management
South Carolina
$10.1M +$4.7M +17,347 +88%
MSU
483
Mizuho Securities USA
New York
$9.88M -$2.01M -7,396 -17%
QCM
484
Quantinno Capital Management
New York
$9.87M +$1.84M +6,789 +23%
NFGCM
485
Norman Fields Gottscho Capital Management
New York
$9.79M -$20.3K -75 -0.2%
HL
486
HeadInvest LLC
Maine
$9.72M -$295K -1,089 -3%
HIMCH
487
Hartford Investment Management Co (HIMCO)
Connecticut
$9.59M -$301K -1,109 -3%
WAM
488
Winslow Asset Management
Ohio
$9.52M -$51.5K -190 -0.5%
BCM
489
Banyan Capital Management
Georgia
$9.48M -$227K -838 -2%
Fiera Capital (Canada)
490
Fiera Capital (Canada)
Quebec, Canada
$9.47M +$1.45M +5,363 +18%
SCP
491
Seizert Capital Partners
Michigan
$9.46M -$973K -3,588 -9%
TSW
492
Thompson Siegel & Walmsley
Virginia
$9.43M -$4.07K -15 -0%
SIM
493
Stratos Investment Management
Ohio
$9.42M +$525K +1,937 +6%
SAM
494
SP Asset Management
California
$9.39M +$18.4K +68 +0.2%
MHC
495
Meyer Handelman Company
New York
$9.36M +$2.44K +9 +0%
RB
496
Rodgers Brothers
Pennsylvania
$9.28M -$8.14K -30 -0.1%
UAM
497
Unison Asset Management
Florida
$9.22M -$14.4K -53 -0.2%
NB
498
Norinchukin Bank
Japan
$9.21M +$1M +3,692 +12%
SA
499
SpiderRock Advisors
Delaware
$9.12M +$2.2M +8,116 +32%
PGIM
500
Pacific Global Investment Management
California
$9.07M -$64.5K -238 -0.7%
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