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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 %
RBA
526
Richard Bernstein Advisors
New York
$4.49M – – –
TCOV
527
Trust Company of Vermont
Vermont
$4.47M +$228K +1,378 +5%
RC
528
Roundview Capital
New Jersey
$4.46M -$10.4K -63 -0.2%
FIB
529
First Interstate Bank
Montana
$4.45M +$4.45M +26,947 New
EI
530
Ethic Inc
New York
$4.41M +$1.32M +8,018 +43%
CAN
531
Cetera Advisor Networks
California
$4.4M +$1.08M +6,562 +33%
PRA
532
Pine Ridge Advisers
New York
$4.38M – – –
BZWA
533
Blue Zone Wealth Advisors
California
$4.34M -$11.9K -72 -0.3%
AIC
534
Argus Investors Counsel
New York
$4.32M -$603K -3,650 -12%
CAM
535
Cresset Asset Management
Illinois
$4.31M +$2.69M +16,263 +166%
IEFM
536
IQ EQ Fund Management
Ireland
$4.29M +$12.1K +73 +0.3%
NEAM
537
New England Asset Management
Connecticut
$4.23M – – –
HW
538
Hancock Whitney
Mississippi
$4.22M -$213K -1,291 -5%
BRWA
539
B. Riley Wealth Advisors
Florida
$4.21M +$227K +1,375 +6%
Walleye Trading
540
Walleye Trading
New York
$4.2M +$4.2M +25,446 New
Cetera Investment Advisers
541
Cetera Investment Advisers
Illinois
$4.19M +$767K +4,644 +22%
BIP
542
Bouvel Investment Partners
Pennsylvania
$4.18M +$143K +863 +4%
FG
543
Foster Group
Iowa
$4.18M – – –
CPC
544
Cookson Peirce & Co
Pennsylvania
$4.13M +$1.24M +7,515 +43%
Hudson Bay Capital Management
545
Hudson Bay Capital Management
Connecticut
$4.13M -$4.13M -25,000 -50%
BL
546
Bleichroeder LP
New York
$4.13M – – –
CT
547
Chicago Trust
Illinois
$4.13M -$372K -2,253 -8%
Squarepoint
548
Squarepoint
New York
$4.12M -$8.96M -54,191 -68%
CWM
549
Concentric Wealth Management
California
$4.11M +$13.1K +79 +0.3%
AP
550
Advisor Partners
California
$4.11M -$67.2K -407 -2%
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