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American Express
AXP

Overview Fund Activity

1,836 hedge funds and large institutions have $157B invested in American Express in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 612 increasing their positions, 687 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,836
Holders Change
+65
Holders Change %
+3.67%
% of All Funds
32.05%
Holding in Top 10
58
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.89%
% of All Funds
1.01%
New
155
Increased
612
Reduced
687
Closed
73
Calls
$877M
Puts
$1.51B
Net Calls
-$632M
Net Calls Change
-$118M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$584M
2
BlackRock
BlackRock
New York
+$389M
3
Artisan Partners
Artisan Partners
Wisconsin
+$155M
4
Holocene Advisors
Holocene Advisors
New York
+$148M
5
Macquarie Group
Macquarie Group
Australia
+$142M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$662M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$178M
3
Dodge & Cox
Dodge & Cox
California
-$166M
4
Bank of America
Bank of America
North Carolina
-$124M
5
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
376
Oppenheimer Asset Management
New York
$9.51M -$711K -4,305 -7%
QI
377
QV Investors
Alberta, Canada
$9.44M -$4.15M -25,140 -31%
ATC
378
Argent Trust Co
Tennessee
$9.36M -$106K -642 -1%
HLCM
379
Hi-Line Capital Management
South Dakota
$9.3M +$116K +702 +1%
GAM
380
Griffin Asset Management
New York
$9.27M -$50.4K -305 -0.5%
RP
381
Rice Partnership
Hawaii
$9.21M -$252K -1,524 -3%
MGIA
382
Matthew Goff Investment Advisor
Texas
$9.2M +$191K +1,157 +2%
SAM
383
Securian Asset Management
Minnesota
$9.07M -$81.6K -494 -0.9%
AUB
384
Atlantic Union Bankshares
Virginia
$9.07M -$510K -3,087 -5%
OPERF
385
Oregon Public Employees Retirement Fund
Oregon
$8.95M – – –
MIM
386
Martin Investment Management
Florida
$8.93M -$297K -1,799 -3%
Cambridge Investment Research Advisors
387
Cambridge Investment Research Advisors
Iowa
$8.91M +$544K +3,293 +7%
PA
388
Perennial Advisors
New York
$8.74M +$106K +644 +1%
CS
389
Candriam SCA
Luxembourg
$8.71M -$6.18M -37,433 -42%
PFP
390
Pinnacle Financial Partners
Tennessee
$8.69M +$558K +3,377 +7%
PWA
391
Pinnacle Wealth Advisors
Tennessee
$8.69M +$8.69M +52,598 New
GI
392
Gradient Investments
Minnesota
$8.56M +$152K +917 +2%
CFA
393
Carroll Financial Associates
North Carolina
$8.56M +$812K +4,916 +10%
CAM
394
Cubic Asset Management
Massachusetts
$8.41M -$46.3K -280 -0.5%
SAM
395
Sycomore Asset Management
France
$8.35M – – –
PMG
396
ProVise Management Group
Florida
$8.35M -$231K -1,401 -3%
MSRPS
397
Maryland State Retirement & Pension System
Maryland
$8.33M -$171K -1,009 -2%
SIG
398
Sky Investment Group
Connecticut
$8.27M -$378K -2,288 -4%
NSEDCP
399
NJ State Employees Deferred Compensation Plan
New Jersey
$8.26M – – –
DJSG
400
D.J. St. Germain
Massachusetts
$8.21M -$301K -1,820 -4%
14 15
16
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