AXP icon

American Express
AXP

Overview Fund Activity

2,321 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, 919 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,321
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.76%
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
919
Closed
106
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$840M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.35B
3
UBS AM
UBS AM
Illinois
$1.01B
4
AIM
Alphinity Investment Management
Australia
$623M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$197M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$216M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.42B
3
Bank of America
Bank of America
North Carolina
$2.21B
4
Barclays
Barclays
United Kingdom
$512M
5
Lazard Asset Management
Lazard Asset Management
New York
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCAM
501
Boston Common Asset Management
Massachusetts
$8.74M -$3.77M -16,302 -30%
NFGCM
502
Norman Fields Gottscho Capital Management
New York
$8.64M +$125K +525 +1%
SC
503
Savant Capital
Illinois
$8.61M -$113K -487 -1%
HL
504
HeadInvest LLC
Maine
$8.55M -$177K -765 -2%
HIMCH
505
Hartford Investment Management Co (HIMCO)
Connecticut
$8.44M -$121K -522 -1%
BAM
506
Bell Asset Management
Australia
$8.44M -$1.18M -5,098 -12%
GP
507
Girard Partners
Pennsylvania
$8.43M -$142K -614 -2%
GC
508
Guggenheim Capital
Illinois
$8.38M +$1.12M +4,828 +15%
BCM
509
Banyan Capital Management
Georgia
$8.29M -$2.72M -11,754 -25%
AMI
510
Amica Mutual Insurance
Rhode Island
$8.29M -$1.7M -7,329 -17%
Vontobel Holding
511
Vontobel Holding
Switzerland
$8.25M -$5.41M -23,361 -40%
WAM
512
Winslow Asset Management
Ohio
$8.17M -$257K -1,110 -3%
DADC
513
D.A. Davidson & Co
Montana
$8.1M +$313K +1,350 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
514
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.1M -$92.1M -397,690 -92%
DWT
515
Dorsey & Whitney Trust
South Dakota
$8.1M -$596K -2,576 -7%
TSW
516
Thompson Siegel & Walmsley
Virginia
$8.06M -$1.16K -5 -0%
Lido Advisors
517
Lido Advisors
California
$8.05M -$8.27M -35,727 -51%
SAM
518
SP Asset Management
California
$8M +$23.2K +100 +0.3%
ADL
519
Asset Dedication LLC
California
$7.99M -$36.1K -156 -0.4%
MHC
520
Meyer Handelman Company
New York
$7.99M – – –
RB
521
Rodgers Brothers
Pennsylvania
$7.93M -$22.2K -96 -0.3%
UAM
522
Unison Asset Management
Florida
$7.89M +$54.4K +235 +0.7%
PGIM
523
Pacific Global Investment Management
California
$7.8M +$54.6K +236 +0.7%
PWLP
524
Prio Wealth Limited Partnership
Massachusetts
$7.78M +$169K +732 +2%
LSWM
525
Lorne Steinberg Wealth Management
Canada
$7.74M -$19.9K -86 -0.3%
19 20
21
22 23