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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 %
AIM
1301
Alhambra Investment Management
Florida
$930K -$34.7K -150 -4%
CGL
1302
Clarius Group LLC
Washington
$929K -$53K -229 -5%
PTC
1303
Petrus Trust Company
Texas
$928K +$928K +4,008 New
EAM
1304
Evanson Asset Management
California
$923K +$463 +2 +0.1%
CA
1305
Centerpoint Advisors
Massachusetts
$919K -$3.94K -17 -0.4%
MWM
1306
Modern Wealth Management
Kansas
$919K +$17.4K +75 +2%
MFA
1307
Mayflower Financial Advisors
Massachusetts
$914K +$30.6K +132 +3%
WCF
1308
West Coast Financial
California
$914K +$5.56K +24 +0.6%
CT
1309
Colonial Trust
South Carolina
$909K -$2.11M -9,116 -70%
PO
1310
Private Ocean
California
$908K -$7.41K -32 -0.8%
FWTB
1311
First Western Trust Bank
Colorado
$908K – – –
CANC
1312
Culbertson A N & Co
Virginia
$906K – – –
ARA
1313
Alexander Randolph Advisory
Virginia
$906K -$6.48K -28 -0.7%
JFG
1314
Jefferies Financial Group
New York
$903K -$1.85M -8,000 -67%
BWM
1315
BigSur Wealth Management
Florida
$903K – – –
NLP
1316
Next Level Private
New York
$902K +$1.16K +5 +0.1%
SMH
1317
Sanders Morris Harris
Texas
$901K – – –
A
1318
AlphaQuest
New York
$901K +$901K +3,891 New
UCB
1319
United Community Bank
South Carolina
$894K +$894K +3,863 New
SB
1320
Sunflower Bank
Texas
$893K +$15.5K +67 +2%
MIM
1321
MTM Investment Management
South Carolina
$885K -$1.39K -6 -0.2%
FCP
1322
Fidelis Capital Partners
Florida
$885K -$44.2K -193 -5%
EWA
1323
EverSource Wealth Advisors
Alabama
$881K +$149K +590 +20%
BIM
1324
Bridges Investment Management
Nebraska
$881K +$603K +2,604 +217%
LFM
1325
LGT Fund Management
Liechtenstein
$880K +$278K +1,200 +46%
51 52
53
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