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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 %
A
726
AustralianSuper
Australia
$3.79M +$1.41M +6,101 +60%
EH
727
Equitable Holdings
New York
$3.78M +$548K +2,368 +17%
MLL
728
Moody Lynn & Lieberson
Massachusetts
$3.77M +$26.4K +114 +0.7%
MYLI
729
Meiji Yasuda Life Insurance
Japan
$3.77M -$50.7K -219 -1%
DS
730
DRW Securities
Illinois
$3.76M +$3.43M +14,845 +1,023%
HCM
731
Hodges Capital Management
Texas
$3.76M -$590K -2,547 -14%
GRQ
732
Gardner Russo & Quinn
Pennsylvania
$3.72M -$468K -2,020 -11%
BAM
733
Brave Asset Management
New Jersey
$3.71M – – –
PAS
734
Park Avenue Securities
New York
$3.7M -$202K -871 -5%
CWI
735
Conscious Wealth Investments
Florida
$3.68M -$2.22K -9 -0.1%
CP
736
CenterBook Partners
Connecticut
$3.66M +$3.66M +15,821 New
LOAMS
737
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.66M -$315K -1,360 -8%
CL
738
Choreo LLC
Illinois
$3.64M +$2.51M +10,732 +222%
MIH
739
Meitav Investment House
Israel
$3.63M -$9.15M -39,870 -72%
VFA
740
Valeo Financial Advisors
Indiana
$3.62M +$52.1K +225 +1%
LC
741
Lincoln Capital
Nebraska
$3.62M -$26.6K -115 -0.7%
VAS
742
Valicenti Advisory Services
New York
$3.61M -$37K -160 -1%
EFMC
743
Empire Financial Management Company
New York
$3.6M -$7.87K -34 -0.2%
NEAM
744
New England Asset Management
Connecticut
$3.57M -$482K -2,080 -12%
BFIM
745
Beese Fulmer Investment Management
Ohio
$3.56M -$18.5K -80 -0.5%
GIM
746
Goelzer Investment Management
Indiana
$3.56M -$81K -350 -2%
SWA
747
Strata Wealth Advisors
Texas
$3.55M -$17.6K -76 -0.5%
FMWA
748
Forvis Mazars Wealth Advisors
Missouri
$3.55M +$1.01M +4,356 +40%
TMAM
749
Tokio Marine Asset Management
Japan
$3.52M +$92.2K +398 +3%
KCM
750
Kanawha Capital Management
Virginia
$3.52M +$152K +655 +5%
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