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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 %
RFA
2376
Resurgent Financial Advisors
Georgia
– -$27.2K -145 Closed
LFA
2377
Level Financial Advisors
New York
– -$19.7K -105 Closed
CFS
2378
CGC Financial Services
Oregon
– -$17.8K -95 Closed
PA
2379
PSI Advisors
Florida
– -$15.9K -85 Closed
AP
2380
Arlington Partners
Alabama
– -$12K -64 Closed
UOTTAIMCU
2381
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$9.93K -53 Closed
LIWM
2382
Long Island Wealth Management
New York
– -$10K -52 Closed
ODG
2383
O'Dell Group
Ohio
– -$6.93K -37 Closed
LWA
2384
Lowe Wealth Advisors
Maryland
– -$3.75K -20 Closed
KI
2385
Kapitalo Investimentos
Brazil
– -$2.62K -14 Closed
92 93 94 95
96