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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 %
TW
2326
Transform Wealth
Colorado
– -$653K -3,488 Closed
OCBCO
2327
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$636K -3,388 Closed
CIM
2328
Chiron Investment Management
New York
– -$560K -2,990 Closed
GCP
2329
GSA Capital Partners
United Kingdom
– -$535K -2,854 Closed
SCM
2330
Stevens Capital Management
Pennsylvania
– -$529K -2,826 Closed
RP
2331
Riverbridge Partners
Minnesota
– -$504K -2,690 Closed
Group One Trading
2332
Group One Trading
Illinois
– -$487K -2,597 Closed
UWS
2333
Unique Wealth Strategies
Illinois
– -$411K -2,191 Closed
SI
2334
Symmetry Investments
Jersey
– -$409K -2,182 Closed
GWS
2335
Glassman Wealth Services
Virginia
– -$407K -2,170 Closed
VHAM
2336
Van Hulzen Asset Management
California
– -$407K -2,170 Closed
RPCONE
2337
Retirement Planning Company of New England
Rhode Island
– -$385K -2,055 Closed
TI
2338
Truepoint Inc
Ohio
– -$360K -1,921 Closed
AWM
2339
Arista Wealth Management
Nevada
– -$347K -1,853 Closed
KIC
2340
Keating Investment Counselors
Florida
– -$343K -1,830 Closed
RP
2341
Riverwater Partners
Wisconsin
– -$322K -1,721 Closed
LCM
2342
Landscape Capital Management
New Jersey
– -$319K -1,705 Closed
PCIG
2343
Partners Capital Investment Group
Massachusetts
– -$315K -1,679 Closed
CPRC
2344
Consolidated Portfolio Review Corp
New York
– -$314K -1,677 Closed
LWM
2345
Laidlaw Wealth Management
New York
– -$309K -1,648 Closed
AS
2346
Altshuler Shaham
Israel
– -$298K -1,589 Closed
CA
2347
CapWealth Advisors
Tennessee
– -$273K -1,459 Closed
WAOI
2348
Wealth Advisors of Iowa
Iowa
– -$272K -1,450 Closed
PCA
2349
Private Capital Advisors
Connecticut
– -$269K -1,437 Closed
TCMP
2350
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$252K -1,345 Closed
92 93
94
95 96