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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 %
LPL Financial
101
LPL Financial
California
$128M +$6.28M +27,577 +5%
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$128M +$83.6M +367,278 +190%
Stifel Financial
103
Stifel Financial
Missouri
$128M +$3.35M +14,712 +3%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$126M -$13.3M -58,474 -10%
First Manhattan
105
First Manhattan
New York
$125M -$2.18M -9,581 -2%
HighTower Advisors
106
HighTower Advisors
Illinois
$124M -$1.54M -6,758 -1%
CCMG
107
Clark Capital Management Group
Pennsylvania
$124M +$16.8M +73,735 +16%
Squarepoint
108
Squarepoint
New York
$124M +$11.2M +49,373 +10%
Adage Capital Partners
109
Adage Capital Partners
Massachusetts
$120M -$5.42M -23,800 -4%
Parnassus Investments
110
Parnassus Investments
California
$119M -$17.2M -75,468 -13%
Brown Advisory
111
Brown Advisory
Maryland
$116M -$25.3M -110,926 -18%
Allianz Asset Management
112
Allianz Asset Management
Germany
$115M +$12.6M +55,455 +12%
MGP
113
M&G plc
United Kingdom
$115M +$115M +504,340 New
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$114M -$24.9M -109,271 -18%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$112M +$9.81M +59,479 +10%
MG
116
Markel Group
Virginia
$110M – – –
Retirement Systems of Alabama
117
Retirement Systems of Alabama
Alabama
$109M -$151K -664 -0.1%
FI
118
Focused Investors
California
$107M -$6.24M -27,400 -5%
SG Americas Securities
119
SG Americas Securities
New York
$107M +$80.9M +355,468 +309%
CAM
120
Cacti Asset Management
Georgia
$102M -$2.26M -9,490 -2%
US Bancorp
121
US Bancorp
Minnesota
$102M -$1.18M -5,185 -1%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$101M -$7.18M -31,521 -7%
Prudential Financial
123
Prudential Financial
New Jersey
$101M -$79.1M -347,259 -44%
Mitsubishi UFJ Trust & Banking
124
Mitsubishi UFJ Trust & Banking
Japan
$100M -$7.19M -31,576 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$98.5M +$55.5M +243,690 +129%
3 4
5
6 7