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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 %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
$71.2M -$1.85M -8,114 -3%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$70.1M -$2.97M -13,050 -4%
HP
153
Hosking Partners
United Kingdom
$69.8M -$217K -952 -0.3%
Aviva
154
Aviva
United Kingdom
$69.1M +$5.55M +24,358 +9%
Robeco Institutional Asset Management
155
Robeco Institutional Asset Management
Netherlands
$68.6M +$35.4M +155,292 +106%
SEI Investments
156
SEI Investments
Pennsylvania
$68.4M +$5.7M +25,051 +9%
ASC
157
Atalanta Sosnoff Capital
New York
$67.9M -$72.9K -320 -0.1%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$67.8M -$70.1K -308 -0.1%
SMDAM
159
Sumitomo Mitsui DS Asset Management
Japan
$67.4M +$3.08M +13,549 +5%
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$67.3M +$2.81M +12,324 +4%
CI
161
Cambiar Investors
Colorado
$65.8M -$6.64M -29,150 -9%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$64.9M +$4.34M +19,060 +7%
Lord, Abbett & Co
163
Lord, Abbett & Co
New Jersey
$63.6M +$20.9M +91,760 +49%
Fayez Sarofim & Co
164
Fayez Sarofim & Co
Texas
$62.4M +$1.69M +7,426 +3%
SCA
165
Southpoint Capital Advisors
New York
$61.5M +$61.5M +270,000 New
CIBC World Market
166
CIBC World Market
Ontario, Canada
$60.8M +$16.4M +72,074 +37%
VDI
167
Vaughan David Investments
Illinois
$60.2M -$192K -843 -0.3%
State of Tennessee, Department of Treasury
168
State of Tennessee, Department of Treasury
Tennessee
$60.1M -$16.2M -71,061 -21%
Qube Research & Technologies (QRT)
169
Qube Research & Technologies (QRT)
United Kingdom
$59.3M -$52.1M -228,962 -47%
SBCM
170
Schwerin Boyle Capital Management
Massachusetts
$59.2M -$214K -941 -0.4%
VOYA Investment Management
171
VOYA Investment Management
Georgia
$58.3M -$95.4M -418,986 -62%
CIP
172
Cornerstone Investment Partners
Georgia
$57.8M +$154K +676 +0.3%
CWM
173
CIBC World Markets
New York
$57.6M +$24.6M +108,017 +75%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$57.3M +$1.33M +5,828 +2%
Truist Financial
175
Truist Financial
North Carolina
$57.1M -$772K -3,389 -1%
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