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American Express
AXP

Overview Fund Activity

2,290 hedge funds and large institutions have $139B invested in American Express in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 759 increasing their positions, 892 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
+122
Holders Change %
+5.63%
% of All Funds
33.2%
Holding in Top 10
76
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+28.81%
% of All Funds
1.1%
New
242
Increased
759
Reduced
892
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.01B
2
AIM
2
Alphinity Investment Management
Australia
$434M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.85B
4
Barclays
4
Barclays
United Kingdom
$838M
5
Jane Street
5
Jane Street
New York
$227M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.03B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$425M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.3B
4
Holocene Advisors
4
Holocene Advisors
New York
$14.5M
5
BlackRock
5
BlackRock
New York
$9.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$289M +$21.4M +93,962 +8%
American Century Companies
52
American Century Companies
Missouri
$285M -$12.4M -54,527 -4%
Aberdeen Group
53
Aberdeen Group
United Kingdom
$282M +$10.3M +45,304 +4%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$274M +$38.5M +169,255 +16%
Barrow, Hanley, Mewhinney & Strauss
55
Barrow, Hanley, Mewhinney & Strauss
Texas
$273M -$14.6M -64,106 -5%
KBC Group
56
KBC Group
Belgium
$267M +$99.6M +437,639 +60%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$266M -$2.93M -12,851 -1%
CS
58
Credit Suisse
Switzerland
$261M -$26.6M -116,957 -9%
Corient Private Wealth
59
Corient Private Wealth
Florida
$254M -$14.4M -63,377 -5%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$251M +$12.6M +55,286 +5%
First Trust Advisors
61
First Trust Advisors
Illinois
$250M -$2.27M -9,979 -0.9%
MIHAS
62
Maj Invest Holding A/S
Denmark
$248M -$30M -131,901 -11%
EIP
63
Epoch Investment Partners
New York
$238M +$19.9M +87,331 +9%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$237M -$30M -131,606 -11%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$237M -$6.66M -29,249 -3%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$234M +$84.1M +369,533 +56%
National Pension Service
67
National Pension Service
South Korea
$233M -$135K -592 -0.1%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$232M +$22.5M +98,800 +11%
Jane Street
69
Jane Street
New York
$227M +$188M +824,460 +484%
TAM
70
Timucuan Asset Management
Florida
$226M +$3.6M +15,798 +2%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$217M -$10.4M -45,844 -5%
Citadel Advisors
72
Citadel Advisors
Florida
$210M +$105M +461,812 +101%
Franklin Resources
73
Franklin Resources
California
$204M +$8.19M +35,960 +4%
WIM
74
Waverton Investment Management
United Kingdom
$203M -$1.34M -5,879 -0.7%
CF
75
Canoe Financial
Alberta, Canada
$200M -$1.79M -7,849 -0.9%
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