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American Express
AXP

Overview Fund Activity

2,430 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, 890 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+109
Holders Change %
+4.7%
% of All Funds
35.15%
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
890
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 %
MSV
176
MN Services Vermogensbeheer
Netherlands
$61.2M -$1.33M -4,900 -2%
PI
177
PEAK6 Investments
Illinois
$60.9M +$18.1M +66,690 +42%
ERSOT
178
Employees Retirement System of Texas
Texas
$60.8M – – –
Federated Hermes
179
Federated Hermes
Pennsylvania
$60.7M +$1.6M +5,898 +3%
BTW
180
Boston Trust Walden
Massachusetts
$59.8M -$579K -2,135 -1%
MPI
181
Mairs & Power Inc
Minnesota
$59.1M -$2.57M -9,488 -4%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$58.7M +$887K +3,269 +2%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$58.7M +$1.55M +5,719 +3%
Walleye Capital
184
Walleye Capital
New York
$57.8M +$57.6M +212,342 +35,098%
State of New Jersey Common Pension Fund D
185
State of New Jersey Common Pension Fund D
New Jersey
$57.7M – – –
AZ
186
Aquamarine Zurich
Switzerland
$57M – – –
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$56.8M +$903K +3,330 +2%
Calamos Advisors
188
Calamos Advisors
Illinois
$56.3M -$587K -2,163 -1%
ProShare Advisors
189
ProShare Advisors
Maryland
$56.2M -$4.13M -15,218 -7%
RJFSA
190
Raymond James Financial Services Advisors
Florida
$56.1M +$1.69M +6,215 +3%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$55.4M +$8.34M +30,743 +18%
Holocene Advisors
192
Holocene Advisors
New York
$55M +$43.3M +159,694 +371%
ZIM
193
Zacks Investment Management
Illinois
$54.8M +$54.8M +201,950 New
PRO
194
Pensioenfonds Rail & OV
Netherlands
$54.3M +$10M +36,929 +23%
A
195
Allianz
Germany
$53.9M -$14.1K -52 -0%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$53.7M +$2.48M +9,156 +5%
AIMCA
197
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$53.6M – – –
CK
198
Cohen Klingenstein
New York
$52.9M – – –
SBCM
199
Schwerin Boyle Capital Management
Massachusetts
$52.3M -$4.17M -15,375 -7%
Rafferty Asset Management
200
Rafferty Asset Management
New York
$51.6M -$2.57M -9,466 -5%
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