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American Express
AXP

Overview Fund Activity

1,863 hedge funds and large institutions have $156B invested in American Express in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 651 increasing their positions, 693 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
+27
Holders Change %
+1.47%
% of All Funds
32.72%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.91%
New
125
Increased
651
Reduced
693
Closed
75
Calls
$1.43B
Puts
$1.96B
Net Calls
-$528M
Net Calls Change
+$104M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$401M
2
UBS AM
UBS AM
Illinois
+$244M
3
DZ Bank
DZ Bank
Germany
+$192M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
+$92.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$92.9M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$44.9B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$835M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$484M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$354M
5
Artisan Partners
Artisan Partners
Wisconsin
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mackenzie Financial
401
Mackenzie Financial
Ontario, Canada
$8.87M +$1.3M +7,740 +17%
PA
402
Perennial Advisors
New York
$8.81M -$51.9K -310 -0.6%
NEI
403
Northwest & Ethical Investments
Ontario, Canada
$8.67M -$12.2M -72,675 -58%
CFA
404
Carroll Financial Associates
North Carolina
$8.65M -$29K -173 -0.3%
AMI
405
Amica Mutual Insurance
Rhode Island
$8.63M +$993K +5,927 +13%
PMG
406
ProVise Management Group
Florida
$8.63M +$160K +954 +2%
PMG
407
Private Management Group
California
$8.61M -$2.04M -12,158 -19%
DC
408
Davenport & Co
Virginia
$8.6M +$746K +4,455 +10%
GAM
409
Griffin Asset Management
New York
$8.55M -$854K -5,100 -9%
SAM
410
Sycomore Asset Management
France
$8.54M – – –
Mariner
411
Mariner
Kansas
$8.51M +$775K +4,627 +10%
CM
412
Crestline Management
Texas
$8.45M +$907K +5,414 +12%
GIA
413
GHP Investment Advisors
Colorado
$8.43M +$256K +1,527 +3%
MSRPS
414
Maryland State Retirement & Pension System
Maryland
$8.42M – – –
GC
415
Guggenheim Capital
Illinois
$8.42M +$728K +4,347 +9%
NB
416
Norinchukin Bank
Japan
$8.41M +$550K +3,284 +7%
CAM
417
Cubic Asset Management
Massachusetts
$8.41M -$113K -675 -1%
NSEDCP
418
NJ State Employees Deferred Compensation Plan
New Jersey
$8.38M – – –
MC
419
Metropolis Capital
United Kingdom
$8.27M +$427K +2,549 +5%
BBVA
420
Banco Bilbao Vizcaya Argentaria
Spain
$8.26M +$4.85M +28,722 +142%
NRS
421
Neville Rodie & Shaw
New York
$8.26M – – –
SIG
422
Sky Investment Group
Connecticut
$8.24M -$140K -837 -2%
KFP
423
KMG Fiduciary Partners
Ohio
$8.19M -$1.7M -10,169 -17%
EMPI
424
Elo Mutual Pension Insurance
Finland
$7.94M -$117K -698 -1%
TRCT
425
Tower Research Capital (TRC)
New York
$7.9M -$5.33M -31,841 -40%
15 16
17
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