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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 %
AWM
501
AE Wealth Management
Kansas
$4.83M +$396K +2,397 +9%
GA
502
GFS Advisors
Texas
$4.82M – – –
ACM
503
Adalta Capital Management
New York
$4.81M – – –
KOCAA
504
Knights of Columbus Asset Advisors
Connecticut
$4.81M +$4.81M +29,079 New
BPA
505
Beacon Pointe Advisors
California
$4.8M +$3.79M +22,960 +377%
UF
506
Univest Financial
Pennsylvania
$4.76M -$371K -2,245 -7%
EOJOAM
507
E. Ohman J:or Asset Management
Sweden
$4.74M +$99.1K +600 +2%
BCM
508
Birmingham Capital Management
Alabama
$4.74M -$28.9K -175 -0.6%
CIP
509
Chartwell Investment Partners
Pennsylvania
$4.72M -$2.04M -12,356 -30%
PNC
510
Park National Corp
Ohio
$4.71M -$468K -2,833 -9%
SF
511
Synovus Financial
Georgia
$4.71M -$33.4K -202 -0.7%
CCP
512
Clifford Capital Partners
Utah
$4.67M +$314K +1,900 +7%
FMTC
513
Farmers & Merchants Trust Company
California
$4.65M +$208K +1,258 +5%
FPCM
514
Financial Partners Capital Management
New York
$4.64M +$41.3K +250 +0.9%
AWM
515
Avitas Wealth Management
California
$4.63M +$108K +653 +2%
WF
516
WoodTrust Financial
Wisconsin
$4.62M +$127K +767 +3%
FNFDCM
517
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.62M +$80.3K +486 +2%
ADL
518
Asset Dedication LLC
California
$4.58M +$1.24M +7,519 +37%
FCH
519
Freestone Capital Holdings
Washington
$4.57M +$48.1K +291 +1%
DADC
520
D.A. Davidson & Co
Montana
$4.56M +$183K +1,108 +4%
SWP
521
Stratos Wealth Partners
Ohio
$4.55M +$340K +2,060 +8%
FNT
522
First National Trust
Pennsylvania
$4.53M +$224K +1,355 +5%
MCM
523
Mitchell Capital Management
Kansas
$4.52M +$241K +1,460 +6%
UAM
524
Unison Asset Management
Florida
$4.51M -$165 -1 -0%
N
525
Natixis
France
$4.49M -$12.4M -74,815 -73%
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