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American Express
AXP

Overview Fund Activity

2,320 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, 819 increasing their positions, 918 reducing their positions, and 106 closing their positions.

Holders
2,320
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.75%
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
819
Reduced
918
Closed
106
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$840M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.35B
3
UBS AM
3
UBS AM
Illinois
$1.01B
4
AIM
4
Alphinity Investment Management
Australia
$623M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$197M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$216M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.42B
3
Bank of America
3
Bank of America
North Carolina
$2.21B
4
Barclays
4
Barclays
United Kingdom
$512M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$670M
Name Market Value Shares Shares
Change 		Shares
Change %
ClearBridge Investments
76
ClearBridge Investments
New York
$197M 848,960 +17,929 +2%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$191M 823,321 -912,812 -53%
TAM
78
Troy Asset Management
United Kingdom
$188M 813,700 -31,156 -4%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$185M 798,060 -26,430 -3%
WIM
80
Waverton Investment Management
United Kingdom
$179M 774,060 -116,615 -13%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$172M 741,812 +481,468 +185%
William Blair & Company
82
William Blair & Company
Illinois
$171M 738,499 +9,097 +1%
Macquarie Group
83
Macquarie Group
Australia
$170M 735,006 +11,128 +2%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$168M 726,577 -70,337 -9%
GF
85
Gabelli Funds
New York
$167M 719,200 -32,100 -4%
Kovitz Investment Group Partners
86
Kovitz Investment Group Partners
Illinois
$162M 701,485 +26,406 +4%
Allianz Asset Management
87
Allianz Asset Management
Germany
$161M 693,966 +187,129 +37%
Capital Research Global Investors
88
Capital Research Global Investors
California
$159M 686,044 +686,044 New
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$157M 680,192 -22,948 -3%
RJA
90
Raymond James & Associates
Florida
$156M 674,574 +20,849 +3%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$154M 666,390 +76,102 +13%
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$154M 664,912 -9,837 -1%
Citigroup
93
Citigroup
New York
$148M 638,040 +219,565 +52%
Principal Financial Group
94
Principal Financial Group
Iowa
$145M 624,641 -14,287 -2%
LPL Financial
95
LPL Financial
California
$140M 602,832 +42,238 +8%
DLA
96
Douglas Lane & Associates
New York
$134M 576,989 -39,325 -6%
GI
97
GAMCO Investors
Connecticut
$131M 566,311 -41,077 -7%
Stifel Financial
98
Stifel Financial
Missouri
$131M 563,939 +3,502 +0.6%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$130M 562,973 -118,070 -17%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$130M 560,694 -22,504 -4%
2 3
4
5 6