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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 %
FCH
526
Freestone Capital Holdings
Washington
$4.71M +$75.4K +450 +2%
ADL
527
Asset Dedication LLC
California
$4.7M +$22.6K +134 +0.5%
MCM
528
Mitchell Capital Management
Kansas
$4.68M +$89.8K +536 +2%
AWM
529
Avitas Wealth Management
California
$4.67M -$27K -161 -0.6%
FNT
530
First National Trust
Pennsylvania
$4.65M +$54.9K +328 +1%
FIB
531
First Interstate Bank
Montana
$4.64M +$125K +746 +3%
DADC
532
D.A. Davidson & Co
Montana
$4.63M +$7.04K +42 +0.2%
FPCM
533
Financial Partners Capital Management
New York
$4.6M -$107K -640 -2%
PFO
534
Pathstone Family Office
New Jersey
$4.6M +$550K +3,285 +14%
PI
535
PFS Investments
Georgia
$4.58M +$383K +2,128 +9%
Jennison Associates
536
Jennison Associates
New York
$4.56M +$3.68M +21,990 +419%
UAM
537
Unison Asset Management
Florida
$4.56M -$15.1K -90 -0.3%
CAM
538
Cresset Asset Management
Illinois
$4.55M +$183K +1,093 +4%
TCOV
539
Trust Company of Vermont
Vermont
$4.55M +$14.2K +85 +0.3%
PNC
540
Park National Corp
Ohio
$4.53M -$249K -1,485 -5%
RC
541
Roundview Capital
New Jersey
$4.49M -$33K -197 -0.7%
BRWA
542
B. Riley Wealth Advisors
Florida
$4.47M +$195K +1,161 +5%
SWP
543
Stratos Wealth Partners
Ohio
$4.47M -$143K -854 -3%
SA
544
SRN Advisors
Pennsylvania
$4.44M +$484K +2,889 +12%
PRA
545
Pine Ridge Advisers
New York
$4.44M – – –
BZWA
546
Blue Zone Wealth Advisors
California
$4.38M -$14.4K -86 -0.3%
BIP
547
Bouvel Investment Partners
Pennsylvania
$4.35M +$114K +679 +3%
IEFM
548
IQ EQ Fund Management
Ireland
$4.34M – – –
VIA
549
Vident Investment Advisory
Georgia
$4.33M +$756K +4,511 +21%
NEAM
550
New England Asset Management
Connecticut
$4.29M – – –
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