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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 %
GIC
201
GFI Investment Counsel
Ontario, Canada
$50.9M +$2.28M +8,425 +5%
TRSOTSOK
202
Teachers Retirement System of the State of Kentucky
Kentucky
$50.7M -$7.38M -27,223 -13%
RMA
203
Roffman Miller Associates
Pennsylvania
$49.8M -$427K -1,575 -0.9%
AQR Capital Management
204
AQR Capital Management
Connecticut
$49.7M +$20.3M +75,527 +69%
BTCPP
205
Border to Coast Pensions Partnership
United Kingdom
$49.1M -$4.35M -16,099 -8%
RAM
206
Resona Asset Management
Japan
$49M -$805K -2,969 -2%
Ninety One (UK)
207
Ninety One (UK)
United Kingdom
$48.7M -$1.12M -4,133 -2%
ZIC
208
ZWJ Investment Counsel
Georgia
$48.1M +$12.7K +47 +0%
PI
209
PineBridge Investments
New York
$47.7M +$12.1M +44,598 +34%
DP
210
Dundas Partners
United Kingdom
$47.3M +$1.85M +6,817 +4%
M&T Bank
211
M&T Bank
New York
$47.2M -$277K -1,022 -0.6%
Osaic Holdings
212
Osaic Holdings
Arizona
$47M +$2.68M +9,867 +6%
Twin Tree Management
213
Twin Tree Management
Texas
$46.7M +$14.6M +53,956 +46%
CS
214
Central Securities
New York
$46.1M -$8.14M -30,000 -15%
VOYA Investment Management
215
VOYA Investment Management
Georgia
$46.1M -$17.3M -63,928 -27%
FRAF
216
Första AP-fonden
Sweden
$46M +$3.44M +12,700 +8%
HIMC
217
Heritage Investors Management Corp
Maryland
$45.8M -$1.49M -5,494 -3%
JIC
218
Johnson Investment Counsel
Ohio
$45.7M -$1.93M -7,130 -4%
CCP
219
Clarkston Capital Partners
Michigan
$45.5M -$895K -3,300 -2%
PFP
220
Pinnacle Financial Partners
Tennessee
$44.9M +$300K +1,106 +0.7%
ASRS
221
Arizona State Retirement System
Arizona
$44.8M -$527K -1,945 -1%
IGGA
222
Iron Gate Global Advisors
Utah
$44.5M +$466K +1,717 +1%
Comerica Bank
223
Comerica Bank
Texas
$44.4M +$2.99M +11,009 +7%
Lord, Abbett & Co
224
Lord, Abbett & Co
New Jersey
$44.4M -$28.6M -105,396 -39%
CF
225
Corebridge Financial
Texas
$44.3M -$1.72M -6,339 -4%
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