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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 %
VOYA Investment Management
176
VOYA Investment Management
Georgia
$54.2M -$5.17M -22,345 -9%
MSV
177
MN Services Vermogensbeheer
Netherlands
$53.4M -$1.23M -5,300 -2%
MPI
178
Mairs & Power Inc
Minnesota
$52.7M -$1.64M -7,103 -3%
ERSOT
179
Employees Retirement System of Texas
Texas
$51.9M -$37.9M -163,700 -42%
BTW
180
Boston Trust Walden
Massachusetts
$51.6M -$1.56M -6,735 -3%
ProShare Advisors
181
ProShare Advisors
Maryland
$51.5M +$3.32M +14,347 +7%
Federated Hermes
182
Federated Hermes
Pennsylvania
$50.5M +$39.4M +170,316 +357%
CIBC Private Wealth Group
183
CIBC Private Wealth Group
Georgia
$50M -$374K -1,593 -0.7%
TRSOTSOK
184
Teachers Retirement System of the State of Kentucky
Kentucky
$49.6M -$1.24M -5,367 -2%
State of New Jersey Common Pension Fund D
185
State of New Jersey Common Pension Fund D
New Jersey
$49.3M -$28.9M -124,823 -37%
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$48.8M +$3.79M +16,381 +8%
AZ
187
Aquamarine Zurich
Switzerland
$48.6M – – –
Calamos Advisors
188
Calamos Advisors
Illinois
$48.5M -$886K -3,825 -2%
SBCM
189
Schwerin Boyle Capital Management
Massachusetts
$48.2M -$11.9M -51,571 -20%
Northwestern Mutual Wealth Management
190
Northwestern Mutual Wealth Management
Wisconsin
$47.7M -$229K -989 -0.5%
CWM
191
CIBC World Markets
New York
$47.4M -$11.1M -48,123 -19%
Flossbach Von Storch
192
Flossbach Von Storch
Germany
$47.2M -$312K -1,347 -0.7%
Credit Agricole
193
Credit Agricole
France
$46.8M +$37.5M +162,098 +407%
RJFSA
194
Raymond James Financial Services Advisors
Florida
$46.4M +$1.51M +6,518 +3%
CS
195
Central Securities
New York
$46.3M – – –
Rafferty Asset Management
196
Rafferty Asset Management
New York
$46.3M -$296K -1,280 -0.6%
A
197
Allianz
Germany
$46M -$25.2K -109 -0.1%
BTCPP
198
Border to Coast Pensions Partnership
United Kingdom
$45.8M -$1.63M -7,046 -3%
AIMCA
199
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$45.8M -$394K -1,700 -0.9%
GFI
200
Global Frontier Investments
South Carolina
$45.7M – – –
6 7
8
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