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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 %
BIA
926
Beacon Investment Advisors
Maryland
$2.16M – – –
WI
927
Wintrust Investments
Illinois
$2.15M -$77.6K -335 -3%
FNT
928
First National Trust
Pennsylvania
$2.14M -$17.4K -75 -0.8%
TC
929
TAGStone Capital
North Carolina
$2.14M +$6.02K +26 +0.3%
RL
930
Retireful LLC
Michigan
$2.14M +$420K +1,814 +24%
MC
931
Moors & Cabot
Massachusetts
$2.13M +$1.16K +5 +0.1%
HFM
932
Hartford Funds Management
Pennsylvania
$2.13M +$177K +766 +9%
ECM
933
Evergreen Capital Management
Washington
$2.12M +$32.4K +140 +2%
LTAS
934
Linden Thomas Advisory Services
North Carolina
$2.11M +$358K +1,545 +20%
I
935
INVST
Indiana
$2.11M +$73.2K +313 +4%
PH
936
Pinnacle Holdings
Oklahoma
$2.11M -$56.7K -245 -3%
NFA
937
Northern Financial Advisors
Michigan
$2.11M -$29.2K -126 -1%
MGIA
938
Moneta Group Investment Advisors
Missouri
$2.1M +$92.4K +399 +5%
PWA
939
Provenance Wealth Advisors
Florida
$2.1M -$13.9K -60 -0.7%
WIC
940
Woodmont Investment Counsel
Tennessee
$2.1M +$926 +4 +0%
MCM
941
Mengis Capital Management
Oregon
$2.1M -$170K -736 -8%
P
942
Pitcairn
Pennsylvania
$2.1M +$104K +447 +5%
CDH
943
Charles D. Hyman
$2.09M +$10.4K +45 +0.5%
CAG
944
Csenge Advisory Group
Florida
$2.08M +$6.02K +26 +0.3%
LBC
945
Lowe Brockenbrough & Co
Virginia
$2.08M -$46.3K -200 -2%
FIM
946
Freedom Investment Management
Connecticut
$2.07M -$196K -847 -9%
BHPW
947
Beverly Hills Private Wealth
California
$2.07M -$118K -509 -5%
HSA
948
HBK Sorce Advisory
Pennsylvania
$2.06M -$19.9K -86 -1%
AIM
949
Anchor Investment Management
South Carolina
$2.06M +$285K +1,232 +16%
FNBT
950
FineMark National Bank & Trust
Florida
$2.06M +$133K +575 +7%
36 37
38
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