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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 %
BFG
826
Bleakley Financial Group
New Jersey
$2.8M -$179K -775 -6%
CW
827
CreativeOne Wealth
Kansas
$2.8M -$233K -1,006 -8%
SCM
828
SOL Capital Management
Maryland
$2.78M -$75.3K -325 -3%
PFSC
829
Peoples Financial Services Corp
Pennsylvania
$2.78M -$146K -630 -5%
III
830
Independent Investors Inc
New York
$2.78M – – –
GAM
831
Gotham Asset Management
New York
$2.77M +$154K +666 +6%
KIA
832
KCM Investment Advisors
California
$2.73M -$169K -732 -6%
Impax Asset Management Group
833
Impax Asset Management Group
United Kingdom
$2.72M -$141K -608 -5%
CC
834
Constitution Capital
Connecticut
$2.72M +$533K +2,300 +24%
BHCM
835
Brevan Howard Capital Management
Jersey
$2.72M -$2.17M -9,362 -44%
MMPW
836
Mitchell McLeod Pugh & Williams
Alabama
$2.71M +$6.02K +26 +0.2%
ACIM
837
Azimuth Capital Investment Management
Michigan
$2.71M -$120K -520 -4%
IWA
838
Icon Wealth Advisors
Texas
$2.7M +$567K +2,241 +27%
TCOT
839
Trust Company of Toledo
Ohio
$2.69M +$27.8K +120 +1%
V
840
ValueWorks
New York
$2.68M +$232 +1 +0%
ACP
841
Arcus Capital Partners
Georgia
$2.68M – – –
BSA
842
Bull Street Advisors
Georgia
$2.68M -$22.5K -97 -0.8%
LT
843
Lindsell Train
United Kingdom
$2.68M – – –
FIM
844
Fruth Investment Management
Texas
$2.67M – – –
Aristotle Capital Management
845
Aristotle Capital Management
California
$2.67M – – –
BFO
846
Boston Family Office
Massachusetts
$2.65M -$34.7K -150 -1%
BBA
847
BLB&B Advisors
Pennsylvania
$2.64M -$1.16K -5 -0%
HCA
848
Harbor Capital Advisors
Illinois
$2.64M +$5.56K +24 +0.2%
QI
849
QV Investors
Alberta, Canada
$2.63M +$13.9K +60 +0.5%
PWP
850
Private Wealth Partners
California
$2.6M – – –
32 33
34
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