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American Express
AXP

Overview Fund Activity

2,291 hedge funds and large institutions have $139B invested in American Express in 2024 Q1 according to their latest regulatory filings, with 242 funds opening new positions, 759 increasing their positions, 893 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+122
Holders Change %
+5.62%
% of All Funds
33.21%
Holding in Top 10
76
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+28.81%
% of All Funds
1.1%
New
242
Increased
759
Reduced
893
Closed
93
Calls
$2.54B
Puts
$2.64B
Net Calls
-$95.9M
Net Calls Change
+$296M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$5.01B
2
AIM
Alphinity Investment Management
Australia
$434M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.85B
4
Barclays
Barclays
United Kingdom
$838M
5
Jane Street
Jane Street
New York
$227M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.03B
2
AllianceBernstein
AllianceBernstein
Tennessee
$425M
3
Vanguard Group
Vanguard Group
Pennsylvania
$10.3B
4
Holocene Advisors
Holocene Advisors
New York
$14.5M
5
BlackRock
BlackRock
New York
$9.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
PE
2301
Point72 Europe
United Kingdom
– -$5.37M -28,661 Closed
LIP
2302
Lighthouse Investment Partners
Florida
– -$5.3M -28,287 Closed
Capital Fund Management (CFM)
2303
Capital Fund Management (CFM)
France
– -$5.21M -27,805 Closed
GA
2304
GFS Advisors
Texas
– -$4.82M -25,720 Closed
FI
2305
FJ Investments
Utah
– -$2.85M -15,200 Closed
CIC
2306
Cornercap Investment Counsel
Georgia
– -$2.36M -12,621 Closed
NMG
2307
New Millennium Group
Utah
– -$2.09M -11,142 Closed
CANY
2308
Caxton Associates (New York)
New York
– -$1.81M -9,659 Closed
CP
2309
CenterBook Partners
Connecticut
– -$1.78M -9,505 Closed
IA
2310
IFG Advisory
Georgia
– -$1.77M -9,423 Closed
HIC
2311
Hartline Investment Corp
Illinois
– -$1.72M -9,181 Closed
OM
2312
OV Management
Minnesota
– -$1.5M -8,000 Closed
GBWM
2313
Granite Bay Wealth Management
New Hampshire
– -$1.01M -6,300 Closed
AWCI
2314
Alpine Woods Capital Investors
New York
– -$1.18M -6,300 Closed
LAM
2315
LECAP Asset Management
United Kingdom
– -$1.13M -6,021 Closed
A
2316
AlphaQuest
New York
– -$1.04M -5,564 Closed
FCAS
2317
First Command Advisory Services
Texas
– -$1M -5,364 Closed
FAM
2318
Fred Alger Management
New York
– -$862K -4,600 Closed
3IP
2319
3Chopt Investment Partners
Virginia
– -$851K -4,544 Closed
UCB
2320
United Community Bank
South Carolina
– -$843K -4,502 Closed
OHIS
2321
Oak Harvest Investment Services
Texas
– -$823K -4,394 Closed
OGC
2322
Oak Grove Capital
New Hampshire
– -$732K -3,905 Closed
PTC
2323
Petrus Trust Company
Texas
– -$718K -3,835 Closed
ACM
2324
Aquatic Capital Management
Illinois
– -$693K -3,700 Closed
SF
2325
Summit Financial
New Jersey
– -$684K -3,653 Closed
91 92
93
94 95