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American Express
AXP

Overview Fund Activity

2,429 hedge funds and large institutions have $158B invested in American Express in 2024 Q3 according to their latest regulatory filings, with 230 funds opening new positions, 871 increasing their positions, 889 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,429
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.14%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.27%
New
230
Increased
871
Reduced
889
Closed
95
Calls
$3.08B
Puts
$2.77B
Net Calls
+$318M
Net Calls Change
+$70.2M

Top Buyers

1
CWP
1
Capital Wealth Planning
Florida
$337M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.98B
3
BlackRock
3
BlackRock
New York
$11.5B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$148M
5
AIM
5
Alphinity Investment Management
Australia
$835M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.36B
2
SWM
2
Scissortail Wealth Management
Oklahoma
$818K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$456M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.55B
Name Holding Trade Value Shares
Change 		Shares
Change %
Swedbank
126
Swedbank
Sweden
$111M +$1.58M +5,827 +1%
BMO
127
Beck Mack & Oliver
New York
$106M +$4.68M +17,275 +5%
SEI Investments
128
SEI Investments
Pennsylvania
$106M +$16.9M +62,447 +19%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$106M -$7.34M -27,050 -6%
Aviva
130
Aviva
United Kingdom
$105M +$2.41M +8,903 +2%
CIC
131
Crawford Investment Counsel
Georgia
$105M -$3.13M -11,538 -3%
Public Sector Pension Investment Board (PSP Investments)
132
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$104M +$34.9M +128,600 +50%
Neuberger Berman Group
133
Neuberger Berman Group
New York
$101M +$1.3M +4,789 +1%
HCL
134
Heard Capital LLC
Illinois
$101M -$882K -3,253 -0.9%
Millennium Management
135
Millennium Management
New York
$101M +$77.5M +285,784 +337%
Mitsubishi UFJ Trust & Banking
136
Mitsubishi UFJ Trust & Banking
Japan
$97.2M -$17.6M -64,952 -15%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$96.1M -$22.1M -81,461 -19%
ASC
138
Atalanta Sosnoff Capital
New York
$96M -$534K -1,970 -0.6%
Harris Associates
139
Harris Associates
Illinois
$94.8M -$158M -582,197 -62%
GLA
140
Great Lakes Advisors
Illinois
$94.7M +$2.26M +8,324 +2%
CI Investments Inc
141
CI Investments Inc
Ontario, Canada
$93.9M -$2.34M -8,621 -2%
BHC
142
Bowen Hanes & Co
Florida
$92.2M -$479K -1,766 -0.5%
KeyBank National Association
143
KeyBank National Association
Ohio
$91.5M +$1.34M +4,958 +1%
CS
144
Candriam SCA
Luxembourg
$91.2M -$6.15M -22,671 -6%
GT
145
Glenmede Trust
Pennsylvania
$89.4M -$907K -3,344 -1%
Walleye Trading
146
Walleye Trading
New York
$89.4M +$36.2M +133,419 +68%
Asset Management One
147
Asset Management One
Japan
$87.3M +$2.06M +7,611 +2%
Citadel Advisors
148
Citadel Advisors
Florida
$87.1M -$37.1M -136,816 -30%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$86.8M +$773K +2,852 +0.9%
SMDAM
150
Sumitomo Mitsui DS Asset Management
Japan
$86.7M +$3.88M +14,300 +5%
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