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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 %
DA
551
DCM Advisors
New York
$7.02M -$1.01M -4,381 -13%
PBC
552
Pavion Blue Capital
California
$7.02M -$96.1K -415 -1%
NB
553
Norinchukin Bank
Japan
$7.01M -$138K -596 -2%
HT
554
Heritage Trust
Oklahoma
$6.93M -$148K -638 -2%
MAM
555
Mirabaud Asset Management
United Kingdom
$6.87M +$1.39M +6,005 +25%
QCM
556
Quantinno Capital Management
New York
$6.86M +$866K +3,742 +14%
Fiera Capital (Canada)
557
Fiera Capital (Canada)
Quebec, Canada
$6.84M +$6.84M +29,561 New
WPW
558
Warther Private Wealth
Ohio
$6.82M -$463 -2 -0%
NMERB
559
New Mexico Educational Retirement Board
New Mexico
$6.71M – – –
AM
560
AGF Management
Ontario, Canada
$6.67M +$221K +953 +3%
BIP
561
Bouvel Investment Partners
Pennsylvania
$6.66M -$24.3K -105 -0.4%
LOAME
562
Lombard Odier Asset Management (Europe)
United Kingdom
$6.65M +$7.18K +31 +0.1%
AFA
563
Abacus FCF Advisors
Florida
$6.65M +$100K +432 +2%
Balyasny Asset Management
564
Balyasny Asset Management
Illinois
$6.62M +$4.76M +20,538 +255%
FMI
565
F/M Investments
District of Columbia
$6.59M +$6.59M +28,457 New
BWAM
566
Boyd Watterson Asset Management
Ohio
$6.58M -$20.8K -90 -0.3%
WS
567
Wedbush Securities
California
$6.56M -$615K -2,658 -9%
HI
568
Hendershot Investments
Virginia
$6.55M -$66.5K -287 -1%
B
569
Bensler
Washington
$6.51M +$354K +1,530 +6%
TI
570
Tidal Investments
Wisconsin
$6.5M -$266K -1,149 -4%
IC
571
IEQ Capital
California
$6.47M +$758K +3,273 +13%
RIA
572
Realta Investment Advisors
Delaware
$6.44M -$12.5K -54 -0.2%
AWM
573
Avitas Wealth Management
California
$6.41M +$22K +95 +0.3%
MGP
574
Metis Global Partners
California
$6.38M -$28K -121 -0.4%
JEST
575
JTC Employer Solutions Trustee
Jersey
$6.37M – – –
21 22
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