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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 %
EGM
1076
Engineers Gate Manager
New York
$1.52M +$798K +3,445 +111%
CWM
1077
Chesapeake Wealth Management
Virginia
$1.52M -$132K -569 -8%
LSPW
1078
Lake Street Private Wealth
Illinois
$1.52M -$68.3K -295 -4%
RVPG
1079
Relative Value Partners Group
$1.52M +$1.52M +6,553 New
CCA
1080
Checchi Capital Advisers
California
$1.52M +$20.1K +87 +1%
GG
1081
Greenwood Gearhart
Arkansas
$1.51M -$25.5K -110 -2%
PI
1082
PFG Investments
New York
$1.51M +$86.4K +373 +6%
PP
1083
Patten & Patten
Tennessee
$1.5M -$10.4K -45 -0.7%
ST
1084
Smithfield Trust
Pennsylvania
$1.5M -$26.9K -116 -2%
UFF
1085
USA Financial Formulas
Michigan
$1.49M +$1.02M +4,408 +218%
ACA
1086
Aptus Capital Advisors
Alabama
$1.49M -$22.5K -97 -1%
TAF
1087
Tredje AP-fonden
Sweden
$1.48M -$1.39M -6,000 -48%
IA
1088
Insight Advisors
Pennsylvania
$1.48M -$92.6K -400 -6%
SCI
1089
S&CO Inc
Massachusetts
$1.48M – – –
FPAS
1090
Focus Partners Advisor Solutions
Missouri
$1.48M +$166K +716 +13%
PGWM
1091
Parisi Gray Wealth Management
New Jersey
$1.47M +$10.7K +46 +0.7%
DWP
1092
Daymark Wealth Partners
Ohio
$1.47M +$9.66K +664 +0.7%
APW
1093
Aurora Private Wealth
New Jersey
$1.47M -$4.86K -21 -0.3%
AWC
1094
Abundance Wealth Counselors
Pennsylvania
$1.47M +$44K +190 +3%
SWA
1095
Stratos Wealth Advisors
Ohio
$1.46M +$831K +3,588 +133%
VWM
1096
Venturi Wealth Management
Texas
$1.46M +$62.5K +270 +4%
DI
1097
Diligent Investors
California
$1.45M -$40.8K -176 -3%
BB
1098
Busey Bank
Illinois
$1.44M -$101K -435 -7%
HB
1099
HTLF Bank
Colorado
$1.44M +$1.39K +6 +0.1%
BOH
1100
Bank of Hawaii
Hawaii
$1.44M -$186K -805 -11%
42 43
44
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