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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 %
SLI
676
Sumitomo Life Insurance
Japan
$4.37M -$144K -620 -3%
O
677
Ossiam
France
$4.36M +$1.24M +5,353 +40%
CG
678
Caprock Group
Idaho
$4.33M +$1.22M +5,287 +39%
CC
679
Courier Capital
New York
$4.32M -$48.6K -210 -1%
KRSITF
680
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.24M -$126K -544 -3%
QIM
681
Quantitative Investment Management
Virginia
$4.24M +$4.24M +18,295 New
IMCOOI
682
Investment Management Corp of Ontario (IMCO)
Canada
$4.22M +$787K +3,400 +23%
ECM
683
Elgethun Capital Management
South Dakota
$4.22M +$17.4K +75 +0.4%
SAM
684
Selway Asset Management
$4.21M +$15.1K +65 +0.4%
WIS
685
Wright Investors Service
Connecticut
$4.21M +$64.4K +278 +2%
DWM
686
Dakota Wealth Management
Florida
$4.2M +$15.7K +68 +0.4%
MVA
687
Mount Vernon Associates
Maryland
$4.19M – – –
NMIMC
688
Northwestern Mutual Investment Management Company
Wisconsin
$4.19M -$14.1K -61 -0.3%
LF
689
Longbow Finance
Switzerland
$4.19M -$223K -961 -5%
PCI
690
Pacifica Capital Investments
Texas
$4.17M – – –
CA
691
Commerzbank Aktiengesellschaft
Germany
$4.15M +$3.1M +13,391 +296%
CA
692
Callahan Advisors
Texas
$4.14M +$232 +1 +0%
BP
693
Ballentine Partners
Massachusetts
$4.14M +$165K +711 +4%
IWC
694
Integrated Wealth Concepts
Massachusetts
$4.14M +$171K +739 +4%
UF
695
Univest Financial
Pennsylvania
$4.13M -$241K -1,042 -6%
RBA
696
Richard Bernstein Advisors
New York
$4.13M – – –
JCM
697
Jag Capital Management
Missouri
$4.13M -$10.2K -44 -0.2%
PNC
698
Park National Corp
Ohio
$4.12M -$108K -466 -3%
WA
699
WP Advisors
California
$4.1M -$59.3K -256 -1%
GT
700
Glenview Trust
Kentucky
$4.1M -$57.2K -247 -1%
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