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American Express
AXP

Overview Fund Activity

2,321 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, 919 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,321
Holders Change
+30
Holders Change %
+1.31%
% of All Funds
33.76%
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
919
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 %
SG Americas Securities
201
SG Americas Securities
New York
$45.6M -$63.4M -273,925 -58%
Walleye Trading
202
Walleye Trading
New York
$45.4M +$1.1M +4,748 +2%
CK
203
Cohen Klingenstein
New York
$45.1M -$190K -819 -0.4%
Susquehanna International Group
204
Susquehanna International Group
Pennsylvania
$44.4M -$13.9M -59,857 -24%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$43.7M +$1.23M +5,299 +3%
PA
206
Pinnacle Associates
New York
$43.6M -$429K -1,851 -1%
TAM
207
Todd Asset Management
Kentucky
$43.2M -$227K -980 -0.5%
RMA
208
Roffman Miller Associates
Pennsylvania
$42.9M -$172K -741 -0.4%
Ninety One (UK)
209
Ninety One (UK)
United Kingdom
$42.6M -$2.96M -12,782 -7%
RAM
210
Resona Asset Management
Japan
$42.5M -$3.01M -13,043 -7%
GIC
211
GFI Investment Counsel
Ontario, Canada
$41.5M +$41.5M +179,399 New
MAM
212
Martingale Asset Management
Massachusetts
$41.1M -$3.44M -14,877 -8%
ZIC
213
ZWJ Investment Counsel
Georgia
$41.1M -$303K -1,309 -0.7%
JIC
214
Johnson Investment Counsel
Ohio
$40.7M -$307K -1,325 -0.7%
M&T Bank
215
M&T Bank
New York
$40.5M -$286K -1,237 -0.7%
HIMC
216
Heritage Investors Management Corp
Maryland
$40.4M -$1.06M -4,588 -3%
Janney Montgomery Scott
217
Janney Montgomery Scott
Pennsylvania
$40.2M -$914K -3,948 -2%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$40M +$5.06M +21,835 +14%
CCP
219
Clarkston Capital Partners
Michigan
$39.6M -$13.6M -58,576 -26%
CF
220
Corebridge Financial
Texas
$39.3M +$39.3M +169,810 New
DP
221
Dundas Partners
United Kingdom
$38.8M +$375K +1,619 +1%
ASRS
222
Arizona State Retirement System
Arizona
$38.7M -$70.9K -306 -0.2%
BBVA
223
Banco Bilbao Vizcaya Argentaria
Spain
$38.5M -$1.58M -6,830 -4%
CIBC World Market
224
CIBC World Market
Ontario, Canada
$38.4M -$23.5M -101,401 -38%
Skandinaviska Enskilda Banken (SEB)
225
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.1M +$10.4M +44,937 +38%
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