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American Express
AXP

Overview Fund Activity

2,292 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, 894 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
+122
Holders Change %
+5.62%
% of All Funds
33.22%
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
894
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$948M
2
AIM
Alphinity Investment Management
Australia
+$434M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$392M
4
Barclays
Barclays
United Kingdom
+$226M
5
Jane Street
Jane Street
New York
+$188M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.16B
2
AllianceBernstein
AllianceBernstein
Tennessee
-$366M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$340M
4
Holocene Advisors
Holocene Advisors
New York
-$263M
5
BlackRock
BlackRock
New York
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
826
BNC Wealth Management
Oregon
$2.75M +$59.9K +263 +2%
BOS
827
Bank of Stockton
California
$2.74M -$84K -369 -3%
OC
828
Optimas Capital
Hong Kong
$2.73M -$1.64M -7,200 -38%
III
829
Independent Investors Inc
New York
$2.73M – – –
SC
830
Scotia Capital
Ontario, Canada
$2.72M +$59.4K +261 +2%
JFG
831
Jefferies Financial Group
New York
$2.71M +$391K +1,717 +17%
FDS
832
First Dallas Securities
Texas
$2.71M -$336K -1,475 -11%
PCS
833
Personal CFO Solutions
New Jersey
$2.67M -$129K -565 -5%
PS
834
Principal Securities
Iowa
$2.66M +$308K +1,353 +13%
MMPW
835
Mitchell McLeod Pugh & Williams
Alabama
$2.66M -$10.7K -47 -0.4%
BSA
836
Bull Street Advisors
Georgia
$2.66M -$12.5K -55 -0.5%
LT
837
Lindsell Train
United Kingdom
$2.64M – – –
V
838
ValueWorks
New York
$2.64M -$21.4K -94 -0.8%
ACP
839
Arcus Capital Partners
Georgia
$2.64M – – –
BFO
840
Boston Family Office
Massachusetts
$2.64M -$460K -2,022 -15%
FIM
841
Fruth Investment Management
Texas
$2.63M – – –
Aristotle Capital Management
842
Aristotle Capital Management
California
$2.63M – – –
TCOT
843
Trust Company of Toledo
Ohio
$2.62M -$131K -576 -5%
HTC
844
Haverford Trust Company
Pennsylvania
$2.62M +$63.8K +280 +2%
BBA
845
BLB&B Advisors
Pennsylvania
$2.6M -$44.4K -195 -2%
HCA
846
Harbor Capital Advisors
Illinois
$2.6M +$691K +3,035 +36%
QI
847
QV Investors
Alberta, Canada
$2.58M -$50.1K -220 -2%
GAM
848
Gotham Asset Management
New York
$2.57M +$995K +4,369 +63%
WAM
849
Worth Asset Management
Texas
$2.57M +$2.57M +11,287 New
CC
850
Chicago Capital
Illinois
$2.57M +$326K +1,430 +15%
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