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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 %
AOI
651
Auto-Owners Insurance
Michigan
$5.41M – – –
JA
652
JLB & Associates
Michigan
$5.4M +$675K +2,489 +14%
LG
653
LaFleur & Godfrey
Michigan
$5.39M -$153K -565 -3%
BL
654
BFSG LLC
California
$5.39M -$308K -1,137 -5%
IWS
655
Insight Wealth Strategies
California
$5.33M +$51.3K +189 +1%
BP
656
Ballentine Partners
Massachusetts
$5.32M +$476K +1,756 +10%
SCA
657
Snowden Capital Advisors
New York
$5.27M +$51.8K +191 +1%
CPBTD
658
Central Pacific Bank - Trust Division
Hawaii
$5.27M -$800K -2,950 -13%
Jennison Associates
659
Jennison Associates
New York
$5.27M -$32.4M -119,378 -86%
CCM
660
Cullen Capital Management
New York
$5.26M -$200K -739 -4%
NB
661
NBT Bank
New York
$5.26M -$300K -1,106 -5%
CA
662
CSM Advisors
Pennsylvania
$5.25M -$36.6K -135 -0.7%
MWM
663
Modera Wealth Management
New Jersey
$5.24M +$1.9K +7 +0%
SAM
664
Shell Asset Management
Netherlands
$5.21M +$5.21M +19,227 New
SLI
665
Sumitomo Life Insurance
Japan
$5.21M +$91.4K +337 +2%
OC
666
Optimas Capital
Hong Kong
$5.18M +$1.93M +7,100 +59%
BCM
667
Birmingham Capital Management
Alabama
$5.17M -$565K -2,085 -10%
O
668
Ossiam
France
$5.12M +$18.4K +68 +0.4%
CA
669
Commerzbank Aktiengesellschaft
Germany
$5.11M +$248K +915 +5%
LGF
670
LGT Group Foundation
Liechtenstein
$5.09M -$394K -1,454 -7%
ECM
671
Elgethun Capital Management
South Dakota
$5.06M +$116K +428 +2%
OLA
672
Oliver Luxxe Assets
New Jersey
$5.04M -$83.8K -309 -2%
CA
673
CoreCap Advisors
Michigan
$5.03M +$5.03M +18,544 New
WG
674
Welch Group
Alabama
$5.02M +$450K +1,658 +10%
CC
675
Courier Capital
New York
$5.01M -$43.4K -160 -0.9%
25 26
27
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