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American Express
AXP

Overview Fund Activity

2,320 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, 819 increasing their positions, 918 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,320
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.75%
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
819
Reduced
918
Closed
106
Calls
$2.64B
Puts
$2.39B
Net Calls
+$248M
Net Calls Change
+$344M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$840M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.35B
3
UBS AM
3
UBS AM
Illinois
$1.01B
4
AIM
4
Alphinity Investment Management
Australia
$623M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$197M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$216M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.42B
3
Bank of America
3
Bank of America
North Carolina
$2.21B
4
Barclays
4
Barclays
United Kingdom
$512M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$670M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
126
Mitsubishi UFJ Trust & Banking
Japan
$98M -$3.83M -16,558 -4%
CAM
127
Cacti Asset Management
Georgia
$97.8M – – –
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$96.5M -$14.5M -62,807 -13%
Dodge & Cox
129
Dodge & Cox
California
$96.4M -$2.86M -12,347 -3%
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$95.2M +$65.5M +280,343 +221%
Swedbank
131
Swedbank
Sweden
$93.3M -$5.31M -22,916 -5%
CIC
132
Crawford Investment Counsel
Georgia
$92M -$361K -1,559 -0.4%
BGIM
133
Brandywine Global Investment Management
Pennsylvania
$90.1M +$2.82M +12,163 +3%
Aviva
134
Aviva
United Kingdom
$87.9M +$17.7M +76,343 +25%
HCL
135
Heard Capital LLC
Illinois
$87.3M -$4.18M -18,055 -5%
BMO
136
Beck Mack & Oliver
New York
$86.8M +$1.08M +4,655 +1%
Parnassus Investments
137
Parnassus Investments
California
$85.6M -$35.6M -153,720 -29%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$85.5M +$3.85M +16,642 +5%
Prudential Financial
139
Prudential Financial
New Jersey
$85.4M -$17.1M -73,690 -17%
DSA
140
Davis Selected Advisers
Arizona
$84.2M -$93.2M -402,542 -53%
Bank of Nova Scotia
141
Bank of Nova Scotia
Ontario, Canada
$83.9M +$57.5M +248,527 +218%
CS
142
Candriam SCA
Luxembourg
$83.1M +$3.54M +15,296 +4%
ASC
143
Atalanta Sosnoff Capital
New York
$82.4M +$13.4M +57,966 +19%
CI Investments Inc
144
CI Investments Inc
Ontario, Canada
$82.1M -$10.5M -45,147 -11%
BHC
145
Bowen Hanes & Co
Florida
$79.1M -$614K -2,650 -0.8%
GLA
146
Great Lakes Advisors
Illinois
$79M +$371K +1,601 +0.5%
GT
147
Glenmede Trust
Pennsylvania
$77.1M -$1.52M -6,551 -2%
KeyBank National Association
148
KeyBank National Association
Ohio
$77M +$2.99M +12,917 +4%
SEI Investments
149
SEI Investments
Pennsylvania
$76.3M +$6.73M +29,046 +10%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$73.5M +$27.8M +120,164 +61%
4 5
6
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