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American Express
AXP

Overview Fund Activity

2,291 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, 893 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+122
Holders Change %
+5.62%
% of All Funds
33.21%
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
893
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.01B
2
AIM
Alphinity Investment Management
Australia
$434M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
4
Barclays
Barclays
United Kingdom
$838M
5
Jane Street
Jane Street
New York
$227M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.03B
2
AllianceBernstein
AllianceBernstein
Tennessee
$425M
3
Vanguard Group
Vanguard Group
Pennsylvania
$10.3B
4
Holocene Advisors
Holocene Advisors
New York
$14.5M
5
BlackRock
BlackRock
New York
$9.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
Dodge & Cox
126
Dodge & Cox
California
$97.6M -$1.25M -5,481 -1%
Swedbank
127
Swedbank
Sweden
$96.9M -$256K -1,125 -0.3%
Citigroup
128
Citigroup
New York
$95.3M +$11.1M +48,881 +13%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$93.6M +$18.5M +81,248 +25%
CI Investments Inc
130
CI Investments Inc
Ontario, Canada
$91M -$62.3M -273,592 -41%
CIC
131
Crawford Investment Counsel
Georgia
$90.8M -$3.78M -16,617 -4%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$90.3M +$8.62M +37,879 +11%
HCL
133
Heard Capital LLC
Illinois
$90M -$12.7M -55,744 -12%
ERSOT
134
Employees Retirement System of Texas
Texas
$88.3M – – –
BGIM
135
Brandywine Global Investment Management
Pennsylvania
$85.8M -$618K -2,715 -0.7%
BMO
136
Beck Mack & Oliver
New York
$84.3M +$4.91M +21,559 +6%
ATN
137
AMF Tjänstepension
Sweden
$84.2M +$4.22M +18,510 +5%
Toronto Dominion Bank
138
Toronto Dominion Bank
Ontario, Canada
$82.9M -$1.41M -6,192 -2%
SO
139
STRS Ohio
Ohio
$82.7M -$2.02M -8,869 -2%
Neuberger Berman Group
140
Neuberger Berman Group
New York
$80.3M +$544K +2,388 +0.7%
EIC
141
Equity Investment Corp
Georgia
$78.9M -$32.9M -144,522 -29%
Arrowstreet Capital
142
Arrowstreet Capital
Massachusetts
$78.5M -$22.3M -97,834 -22%
BHC
143
Bowen Hanes & Co
Florida
$78.4M -$444K -1,951 -0.6%
HF
144
HRT Financial
New York
$78.3M +$71.5M +314,215 +1,051%
CS
145
Candriam SCA
Luxembourg
$78.2M -$6.07M -26,664 -7%
GT
146
Glenmede Trust
Pennsylvania
$77.3M -$1.42M -6,258 -2%
GLA
147
Great Lakes Advisors
Illinois
$77.3M -$1.03M -4,522 -1%
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$76.9M -$4.55M -19,967 -6%
KeyBank National Association
149
KeyBank National Association
Ohio
$72.8M +$5.22M +22,944 +8%
Asset Management One
150
Asset Management One
Japan
$72.4M -$4.25M -18,647 -6%
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