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American Express
AXP

Overview Fund Activity

2,429 hedge funds and large institutions have $158B invested in American Express in 2024 Q3 according to their latest regulatory filings, with 230 funds opening new positions, 871 increasing their positions, 889 reducing their positions, and 95 closing their positions.

Holders
2,429
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.14%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.27%
New
230
Increased
871
Reduced
889
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

1
CWP
1
Capital Wealth Planning
Florida
$337M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.98B
3
BlackRock
3
BlackRock
New York
$11.5B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$148M
5
AIM
5
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.36B
2
SWM
2
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.55B
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
76
Canada Pension Plan Investment Board
Ontario, Canada
$197M 724,613 -439,485 -38%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$196M 721,679 +41,487 +6%
AllianceBernstein
78
AllianceBernstein
Tennessee
$194M 714,003 -340,182 -32%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$192M 707,381 +300,138 +74%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$189M 696,748 -101,312 -13%
Los Angeles Capital Management
81
Los Angeles Capital Management
California
$185M 683,238 -171,018 -20%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$183M 674,026 +7,636 +1%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$182M 669,541 -57,036 -8%
KBC Group
84
KBC Group
Belgium
$180M 664,290 -429,593 -39%
Luther King Capital Management (LKCM)
85
Luther King Capital Management (LKCM)
Texas
$180M 663,791 -1,121 -0.2%
Principal Financial Group
86
Principal Financial Group
Iowa
$177M 653,012 +28,371 +5%
GF
87
Gabelli Funds
New York
$177M 652,371 -66,829 -9%
LPL Financial
88
LPL Financial
California
$173M 639,199 +36,367 +6%
Axa
89
Axa
France
$168M 620,499 -234,428 -27%
Stifel Financial
90
Stifel Financial
Missouri
$167M 615,554 +51,615 +9%
Citigroup
91
Citigroup
New York
$162M 597,850 -40,190 -6%
Macquarie Group
92
Macquarie Group
Australia
$160M 589,845 -145,161 -20%
BNP Paribas Asset Management
93
BNP Paribas Asset Management
France
$160M 588,748 +69,360 +13%
Franklin Resources
94
Franklin Resources
California
$159M 575,969 +35,211 +7%
CCMG
95
Clark Capital Management Group
Pennsylvania
$155M 571,614 +15,715 +3%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$154M 568,596 +30,691 +6%
HighTower Advisors
97
HighTower Advisors
Illinois
$153M 563,787 +44,931 +9%
GI
98
GAMCO Investors
Connecticut
$149M 547,713 -18,598 -3%
Robeco Institutional Asset Management
99
Robeco Institutional Asset Management
Netherlands
$148M 547,051 +10,749 +2%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$148M 545,605 -12,665 -2%
2 3
4
5 6