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American Express
AXP

Overview Fund Activity

2,290 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, 892 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
+122
Holders Change %
+5.63%
% of All Funds
33.2%
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
892
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.01B
2
AIM
2
Alphinity Investment Management
Australia
$434M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.85B
4
Barclays
4
Barclays
United Kingdom
$838M
5
Jane Street
5
Jane Street
New York
$227M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.03B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$425M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.3B
4
Holocene Advisors
4
Holocene Advisors
New York
$14.5M
5
BlackRock
5
BlackRock
New York
$9.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
76
Axa
France
$198M -$1.26M -5,529 -0.6%
TAM
77
Troy Asset Management
United Kingdom
$192M -$6.23M -27,373 -3%
ClearBridge Investments
78
ClearBridge Investments
New York
$189M -$82.9M -364,089 -30%
Millennium Management
79
Millennium Management
New York
$189M +$127M +559,108 +208%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$188M -$538K -2,365 -0.3%
BNP Paribas Asset Management
81
BNP Paribas Asset Management
France
$186M +$109M +476,543 +140%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$181M +$10.2M +44,601 +6%
DSA
83
Davis Selected Advisers
Arizona
$174M -$31.2M -137,146 -15%
GF
84
Gabelli Funds
New York
$171M -$11.1M -48,750 -6%
William Blair & Company
85
William Blair & Company
Illinois
$166M +$4.19M +18,402 +3%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$160M +$1.15M +5,053 +0.7%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$154M -$20.6M -90,387 -12%
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$154M +$159K +698 +0.1%
Luther King Capital Management (LKCM)
89
Luther King Capital Management (LKCM)
Texas
$154M -$2.24M -9,853 -1%
RJA
90
Raymond James & Associates
Florida
$149M +$1.32M +5,780 +0.9%
Principal Financial Group
91
Principal Financial Group
Iowa
$145M -$1.18M -5,191 -0.8%
Macquarie Group
92
Macquarie Group
Australia
$142M +$18.4M +93,964 +15%
DLA
93
Douglas Lane & Associates
New York
$140M -$3.64M -16,008 -3%
DZ Bank
94
DZ Bank
Germany
$139M +$122M +537,696 +723%
GI
95
GAMCO Investors
Connecticut
$138M -$5.52M -24,232 -4%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$134M -$8.27M -36,335 -6%
Victory Capital Management
97
Victory Capital Management
Texas
$134M -$24M -105,227 -15%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$133M -$3.71M -16,295 -3%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$128M -$70.6M -310,065 -36%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$128M +$7.72M +33,915 +6%
2 3
4
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