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American Express
AXP

Overview Fund Activity

2,322 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, 820 increasing their positions, 919 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,322
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.77%
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
820
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
+$471M
3
UBS AM
UBS AM
Illinois
+$215M
4
AIM
Alphinity Investment Management
Australia
+$182M
5
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
+$178M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$707M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$675M
3
Bank of America
Bank of America
North Carolina
-$425M
4
Barclays
Barclays
United Kingdom
-$340M
5
Lazard Asset Management
Lazard Asset Management
New York
-$273M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
651
UMB Bank
Missouri
$4.81M -$5.36M -23,136 -53%
NG
652
Northstar Group
New York
$4.81M -$17.1K -74 -0.4%
CMTU
653
Capital Markets Trading (UK)
United Kingdom
$4.8M -$416K -1,795 -8%
SI
654
Stephens Inc
Arkansas
$4.79M +$23.2K +100 +0.5%
NG
655
NWK Group
California
$4.76M +$4.76M +20,575 New
KWM
656
Kingsview Wealth Management
Oregon
$4.75M +$305K +1,318 +7%
NB
657
NBT Bank
New York
$4.74M +$189K +818 +4%
LG
658
LaFleur & Godfrey
Michigan
$4.73M -$75.3K -325 -2%
LGF
659
LGT Group Foundation
Liechtenstein
$4.69M +$137K +591 +3%
GHAM
660
Gilman Hill Asset Management
Connecticut
$4.68M +$38K +164 +0.8%
CCM
661
Cullen Capital Management
New York
$4.66M +$7.87K +34 +0.2%
GPTE
662
Generali Powszechne Towarzystwo Emerytalne
Poland
$4.66M – – –
EF
663
Empirical Finance
Pennsylvania
$4.65M -$412K -1,780 -8%
AOI
664
Auto-Owners Insurance
Michigan
$4.62M – – –
Two Sigma Investments
665
Two Sigma Investments
New York
$4.58M -$19.9M -86,142 -81%
GCM
666
Gunderson Capital Management
South Carolina
$4.57M +$216K +933 +5%
NIM
667
NEOS Investment Management
Connecticut
$4.54M +$1.38M +5,976 +44%
BG
668
BDF Gestion
France
$4.52M +$4.52M +19,515 New
CA
669
CSM Advisors
Pennsylvania
$4.52M – – –
IWS
670
Insight Wealth Strategies
California
$4.5M +$92.6K +400 +2%
MWM
671
Modera Wealth Management
New Jersey
$4.47M -$18.8K -81 -0.4%
SCA
672
Snowden Capital Advisors
New York
$4.46M -$313K -1,353 -7%
MCB
673
Morton Community Bank
Illinois
$4.4M -$11.8K -51 -0.3%
OLA
674
Oliver Luxxe Assets
New Jersey
$4.37M -$64.4K -278 -1%
CC
675
Centiva Capital
New York
$4.37M +$3.01M +12,997 +221%
25 26
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