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American Express
AXP

Overview Fund Activity

2,429 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, 889 reducing their positions, and 95 closing their positions.

Holders
2,429
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.14%
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
889
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

1
CWP
1
Capital Wealth Planning
Florida
$337M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.98B
3
BlackRock
3
BlackRock
New York
$11.5B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$148M
5
AIM
5
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.36B
3
SWM
3
Scissortail Wealth Management
Oklahoma
$818K
4
Lazard Asset Management
4
Lazard Asset Management
New York
$456M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
51
Mitsubishi UFJ Asset Management
Japan
$325M 1,197,080 +60,791 +5%
Barrow, Hanley, Mewhinney & Strauss
52
Barrow, Hanley, Mewhinney & Strauss
Texas
$323M 1,191,252 -29,170 -2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$317M 1,170,447 +122,076 +12%
National Pension Service
54
National Pension Service
South Korea
$313M 1,153,099 +158,495 +16%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$306M 1,130,104 -36,623 -3%
First Trust Advisors
56
First Trust Advisors
Illinois
$296M 1,092,308 -36,473 -3%
Corient Private Wealth
57
Corient Private Wealth
Florida
$294M 1,083,267 -31,580 -3%
Pictet Asset Management
58
Pictet Asset Management
Switzerland
$293M 1,080,577 -85,528 -7%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$292M 1,076,530 -4,333 -0.4%
Capital Research Global Investors
60
Capital Research Global Investors
California
$283M 1,043,247 +357,203 +52%
American Century Companies
61
American Century Companies
Missouri
$268M 987,238 -180,338 -15%
TAM
62
Timucuan Asset Management
Florida
$265M 978,266 -10,858 -1%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$264M 971,640 -35,650 -4%
EIP
64
Epoch Investment Partners
New York
$253M 933,728 -70,297 -7%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$250M 922,976 -5,345 -0.6%
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$230M 849,893 -1,538 -0.2%
ClearBridge Investments
67
ClearBridge Investments
New York
$230M 846,284 -2,676 -0.3%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$228M 840,652 +315,665 +60%
TAM
69
Troy Asset Management
United Kingdom
$223M 820,843 +7,143 +0.9%
MIHAS
70
Maj Invest Holding A/S
Denmark
$222M 818,204 -217,551 -21%
DZ Bank
71
DZ Bank
Germany
$210M 773,528 -130,571 -14%
WIM
72
Waverton Investment Management
United Kingdom
$209M 771,384 -2,676 -0.3%
CF
73
Canoe Financial
Alberta, Canada
$203M 748,162 -131,638 -15%
RJA
74
Raymond James & Associates
Florida
$200M 738,586 +64,012 +9%
William Blair & Company
75
William Blair & Company
Illinois
$199M 732,198 -6,301 -0.9%
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