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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 %
SAM
526
Securian Asset Management
Minnesota
$8.42M -$437K -1,612 -5%
LCI
527
L1 Capital International
Australia
$8.39M +$2.67M +9,949 +47%
PCH
528
Polar Capital Holdings
United Kingdom
$8.36M -$3.23M -11,906 -28%
CI
529
Ceera Investments
Texas
$8.33M -$197K -725 -2%
SCM
530
Shelton Capital Management
Colorado
$8.3M +$3.72M +13,702 +81%
HAG
531
HighPoint Advisor Group
Illinois
$8.25M +$331K +1,213 +4%
DA
532
DCM Advisors
New York
$8.23M +$271 +1 +0%
GCA
533
Guardian Capital Advisors
Ontario, Canada
$8.21M -$65.8K -245 -0.8%
PBC
534
Pavion Blue Capital
California
$8.19M -$30.1K -111 -0.4%
GC
535
Guggenheim Capital
Illinois
$8.15M -$1.67M -6,155 -17%
CIM
536
Contravisory Investment Management
Massachusetts
$8.14M +$8.14M +30,032 New
CM
537
Castleark Management
Illinois
$8.11M -$10.3M -38,070 -56%
SWP
538
Stratos Wealth Partners
Ohio
$8.1M -$687K -2,532 -8%
CTC
539
Central Trust Company
Missouri
$8.07M -$867K -3,196 -10%
MAM
540
Mirabaud Asset Management
United Kingdom
$8.04M – – –
B
541
Bensler
Washington
$8.02M +$394K +1,454 +5%
AUB
542
Atlantic Union Bankshares
Virginia
$8M -$228K -840 -3%
AFA
543
Abacus FCF Advisors
Florida
$8M +$209K +772 +3%
AMI
544
Amica Mutual Insurance
Rhode Island
$7.96M -$1.75M -6,436 -18%
AFG
545
Argent Financial Group
Louisiana
$7.9M +$7.9M +29,130 New
LOAME
546
Lombard Odier Asset Management (Europe)
United Kingdom
$7.86M +$70K +258 +0.9%
BIP
547
Bouvel Investment Partners
Pennsylvania
$7.84M +$41.2K +152 +0.5%
Jane Street
548
Jane Street
New York
$7.72M -$138M -507,531 -95%
BWAM
549
Boyd Watterson Asset Management
Ohio
$7.69M -$20.1K -74 -0.3%
LSA
550
L & S Advisors
California
$7.69M +$935K +3,446 +14%
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