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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 %
FMTC
576
Farmers & Merchants Trust Company
California
$6.33M -$624K -2,694 -9%
FNFDCM
577
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.3M -$45.2K -195 -0.7%
IMPI
578
Ilmarinen Mutual Pension Insurance
Finland
$6.25M – – –
CSPIA
579
Cary Street Partners Investment Advisory
Virginia
$6.18M -$112K -485 -2%
OIA
580
OneDigital Investment Advisors
Kansas
$6.17M +$881K +3,806 +17%
BFEC
581
Benjamin F. Edwards & Company
Missouri
$6.16M +$33.6K +145 +0.5%
FIB
582
First Interstate Bank
Montana
$6.1M -$157K -677 -3%
CT
583
Coastline Trust
Rhode Island
$6.07M +$189K +817 +3%
FG
584
Foster Group
Iowa
$5.99M +$8.34K +36 +0.1%
RWP
585
RWA Wealth Partners
Massachusetts
$5.98M +$48.2K +208 +0.8%
RIM
586
Reliant Investment Management
Tennessee
$5.98M +$19.7K +85 +0.3%
TAM
587
Taurus Asset Management
New York
$5.97M -$9.24M -39,911 -61%
AIM
588
Arcadia Investment Management
Michigan
$5.95M -$66K -285 -1%
ACM
589
Adalta Capital Management
New York
$5.93M -$2.32K -10 -0%
RC
590
Roundview Capital
New Jersey
$5.92M -$72.7K -314 -1%
ASN
591
Advisory Services Network
Georgia
$5.92M -$393K -1,697 -6%
SFI
592
Siemens Fonds Invest
Germany
$5.91M +$15.7K +68 +0.3%
SA
593
SpiderRock Advisors
Delaware
$5.91M +$226K +975 +4%
RAM
594
Riggs Asset Management
Pennsylvania
$5.9M +$2.66M +11,494 +82%
Assenagon Asset Management
595
Assenagon Asset Management
Luxembourg
$5.86M -$230K -994 -4%
CCG
596
Chatham Capital Group
Georgia
$5.86M +$115K +497 +2%
BF
597
BOK Financial
Oklahoma
$5.84M -$106K -459 -2%
LCAM
598
Long Corridor Asset Management
Hong Kong
$5.79M -$1.16M -5,000 -17%
BL
599
Bleichroeder LP
New York
$5.79M – – –
LSA
600
L & S Advisors
California
$5.76M +$2.85M +12,315 +98%
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