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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 %
CA
1576
Crumly & Associates
Illinois
$511K +$16.4K +71 +3%
DIM
1577
Delta Investment Management
California
$511K -$340K -1,468 -40%
PWW
1578
Pettyjohn Wood & White
Virginia
$510K – – –
CCG
1579
Cypress Capital Group
Florida
$510K -$5.33K -23 -1%
BSB
1580
Bangor Savings Bank
Maine
$509K +$25K +108 +5%
PWA
1581
Phoenix Wealth Advisors
North Carolina
$508K +$32.9K +142 +7%
CWP
1582
Cyndeo Wealth Partners
Florida
$504K +$504K +2,176 New
RPC
1583
Rossmore Private Capital
Connecticut
$503K -$28.2K -122 -5%
SWMP
1584
Signature Wealth Management Partners
New Jersey
$503K – – –
MRCM
1585
M&R Capital Management
New Jersey
$502K -$12.3K -53 -2%
AWM
1586
Accurate Wealth Management
Florida
$501K +$13.9K +57 +3%
ATC
1587
Adirondack Trust Company
New York
$501K -$1.85K -8 -0.4%
CCA
1588
Cadent Capital Advisors
Oklahoma
$500K +$232 +1 +0%
YC
1589
Yarbrough Capital
Tennessee
$500K – – –
HA
1590
Herold Advisors
New York
$499K -$23.2K -100 -4%
MAM
1591
Mystic Asset Management
Rhode Island
$496K -$4.63K -20 -0.9%
MIM
1592
Morningstar Investment Management
Illinois
$494K – – –
CIC
1593
Carnegie Investment Counsel
Ohio
$494K -$285K -1,229 -37%
SQA
1594
Simon Quick Advisors
New Jersey
$491K +$179K +774 +57%
SHGA
1595
Sand Hill Global Advisors
California
$491K +$213K +921 +77%
PWMG
1596
Prestige Wealth Management Group
New Jersey
$490K +$332K +1,434 +210%
OWA
1597
Opal Wealth Advisors
New York
$489K -$6.72K -29 -1%
DP
1598
Dearborn Partners
Illinois
$489K – – –
AWM
1599
Aberdeen Wealth Management
Illinois
$489K – – –
SMC
1600
Smith, Moore & Co
Missouri
$489K +$46.3K +200 +10%
62 63
64
65 66