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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.

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 %
Commonwealth Equity Services
151
Commonwealth Equity Services
Massachusetts
$84.8M +$4.08M +15,029 +5%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$83.9M -$368K -1,358 -0.4%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$81.9M -$945K -3,486 -1%
HP
154
Hosking Partners
United Kingdom
$81.8M -$2.87M -10,567 -3%
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$81.7M +$17.8M +65,507 +28%
DSA
156
Davis Selected Advisers
Arizona
$78M -$20.7M -76,255 -21%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$74.5M -$11.6M -42,947 -14%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$74.4M +$2.57M +9,471 +4%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$72.3M +$20.3M +74,969 +39%
Nomura Asset Management
160
Nomura Asset Management
Japan
$71.4M +$3.91M +14,403 +6%
CIBC World Market
161
CIBC World Market
Ontario, Canada
$71.1M +$26.2M +96,498 +58%
VDI
162
Vaughan David Investments
Illinois
$69.6M -$667K -2,458 -0.9%
CWM
163
CIBC World Markets
New York
$69M +$13.4M +49,541 +24%
EIC
164
Equity Investment Corp
Georgia
$68.4M -$1.06M -3,899 -2%
EB
165
Eastern Bank
Massachusetts
$66.8M +$46M +169,688 +221%
Truist Financial
166
Truist Financial
North Carolina
$65.7M +$410K +1,510 +0.6%
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$64.8M +$1.06M +3,912 +2%
Man Group
168
Man Group
United Kingdom
$64.4M -$18.4M -67,987 -22%
State of Tennessee, Department of Treasury
169
State of Tennessee, Department of Treasury
Tennessee
$64.4M -$1.18M -4,354 -2%
Credit Agricole
170
Credit Agricole
France
$63.7M +$8.96M +33,028 +16%
SO
171
STRS Ohio
Ohio
$63.6M -$7.37M -27,176 -10%
Parallax Volatility Advisers
172
Parallax Volatility Advisers
California
$62.7M -$22.4M -82,500 -26%
CIP
173
Cornerstone Investment Partners
Georgia
$62.4M -$3.81M -14,041 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
174
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$62.1M +$52.6M +194,000 +554%
Fayez Sarofim & Co
175
Fayez Sarofim & Co
Texas
$61.5M -$8.72M -32,144 -12%
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