AXP icon

American Express
AXP

Overview Fund Activity

1,988 hedge funds and large institutions have $105B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 683 increasing their positions, 685 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+125
Holders Change %
+6.71%
% of All Funds
30.7%
Holding in Top 10
31
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-40.38%
% of All Funds
0.48%
New
254
Increased
683
Reduced
685
Closed
100
Calls
$1.07B
Puts
$2.09B
Net Calls
-$1.02B
Net Calls Change
-$494M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$964M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$507M
3
Millennium Management
3
Millennium Management
New York
$125M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.73B
5
Amundi
5
Amundi
France
$371M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$1.42B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.65B
3
BlackRock
3
BlackRock
New York
$7.51B
4
DZ Bank
4
DZ Bank
Germany
$616M
5
DSA
5
Davis Selected Advisers
Arizona
$439M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$253M +$28.7M +175,321 +13%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$247M -$12.3M -75,488 -5%
ClearBridge Investments
53
ClearBridge Investments
New York
$240M -$15.2M -92,791 -6%
PAMS
54
Pictet Asset Management (Switzerland)
Switzerland
$235M +$24.5M +149,908 +12%
Schroder Investment Management Group
55
Schroder Investment Management Group
United Kingdom
$231M -$25.7M -156,796 -10%
Allianz Asset Management
56
Allianz Asset Management
Germany
$226M +$6.27M +38,336 +3%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$223M -$14.4M -88,208 -6%
Macquarie Group
58
Macquarie Group
Australia
$217M +$2.86M +17,452 +1%
SCM
59
Smead Capital Management
Arizona
$211M +$35.7M +218,497 +20%
CS
60
Credit Suisse
Switzerland
$206M -$2.32M -14,183 -1%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$205M -$163M -937,714 -44%
Aberdeen Group
62
Aberdeen Group
United Kingdom
$204M -$6.64M -40,582 -3%
EVM
63
Eaton Vance Management
Massachusetts
$204M -$2.33M -14,219 -1%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$202M +$5.36M +32,790 +3%
MIHAS
65
Maj Invest Holding A/S
Denmark
$194M -$94.4M -577,230 -33%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$186M +$6M +36,659 +3%
BGC
67
Beutel, Goodman & Co
Ontario, Canada
$179M +$23.6M +144,302 +15%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$178M -$1.58M -9,680 -0.9%
First Trust Advisors
69
First Trust Advisors
Illinois
$178M +$39.9M +243,851 +29%
Citigroup
70
Citigroup
New York
$175M -$7.28M -44,516 -4%
Axa
71
Axa
France
$162M +$21.8M +133,163 +16%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$161M +$4.95M +30,262 +3%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$160M -$42.5M -259,593 -21%
GF
74
Gabelli Funds
New York
$152M -$3.86M -23,600 -2%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$151M -$10.4M -63,455 -6%
1 2
3
4 5