AXP icon

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 %
PWLP
451
Prio Wealth Limited Partnership
Massachusetts
$6.22M -$509K -3,082 -8%
NIG
452
NFJ Investment Group
Texas
$6.16M -$77K -466 -1%
CTC
453
Central Trust Company
Missouri
$6.13M -$61.1K -370 -1%
CA
454
Cornerstone Advisors
North Carolina
$6.11M +$4.13M +25,000 +208%
O
455
Ossiam
France
$6.11M -$991K -5,812 -14%
WTC
456
WhitTier Trust Company
Nevada
$6.11M +$30.4K +184 +0.5%
PGFC
457
Peapack-Gladstone Financial Corp
New Jersey
$6.1M -$52.2K -316 -0.8%
MML Investors Services
458
MML Investors Services
Massachusetts
$6.1M +$96.2K +582 +2%
Connor, Clark & Lunn Investment Management (CC&L)
459
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.93M +$5.93M +35,900 New
BAM
460
Bell Asset Management
Australia
$5.91M -$869K -5,258 -13%
Capstone Investment Advisors
461
Capstone Investment Advisors
New York
$5.86M +$5.86M +35,489 New
OMC
462
Overbrook Management Corp
New York
$5.83M -$165 -1 -0%
SAM
463
SP Asset Management
California
$5.75M +$14.2K +82 +0.2%
BAM
464
Barrett Asset Management
New York
$5.74M – – –
MHC
465
Meyer Handelman Company
New York
$5.71M – – –
SAM
466
Stansberry Asset Management
Texas
$5.71M -$3.01M -18,201 -35%
CIC
467
Chase Investment Counsel
Virginia
$5.71M +$52.9K +320 +0.9%
DMC
468
Drexel Morgan & Co
Pennsylvania
$5.71M -$309K -1,870 -5%
GIM
469
Goelzer Investment Management
Indiana
$5.69M -$70.4K -426 -1%
RGC
470
Redwood Grove Capital
California
$5.68M – – –
Mercer Global Advisors
471
Mercer Global Advisors
Colorado
$5.67M +$875K +5,293 +18%
SC
472
Searle & Co
Connecticut
$5.63M – – –
OCM
473
Olstein Capital Management
New York
$5.62M -$330K -2,000 -6%
AI
474
Atria Investments
North Carolina
$5.61M +$307K +1,856 +6%
RB
475
Rodgers Brothers
Pennsylvania
$5.6M -$129K -780 -2%
17 18
19
20 21