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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 %
Jane Street
551
Jane Street
New York
$4.05M +$1.98M +12,012 +96%
FHB
552
First Hawaiian Bank
Hawaii
$4.05M -$1.17M -7,088 -22%
BWAM
553
Boyd Watterson Asset Management
Ohio
$4.02M +$13.2K +80 +0.3%
PI
554
PFS Investments
Georgia
$4.01M +$486K +2,826 +14%
PFO
555
Pathstone Family Office
New Jersey
$3.99M +$313K +1,894 +9%
WS
556
Wedbush Securities
California
$3.93M +$143K +865 +4%
FM
557
Family Management
New York
$3.93M +$3.93M +23,761 New
CI
558
Ceera Investments
Texas
$3.92M – – –
HCM
559
Hutner Capital Management
Vermont
$3.91M -$9.09K -55 -0.2%
SA
560
SRN Advisors
Pennsylvania
$3.9M -$112K -677 -3%
AS
561
Altshuler Shaham
Israel
$3.87M +$40K +242 +1%
ACM
562
Azimuth Capital Management
Michigan
$3.86M -$212K -1,284 -5%
FG
563
Fiduciary Group
Georgia
$3.85M – – –
VAS
564
Vestmark Advisory Solutions
Massachusetts
$3.83M -$492K -2,976 -11%
RIA
565
Realta Investment Advisors
Delaware
$3.82M +$7.93K +48 +0.2%
RC
566
RBF Capital
California
$3.8M – – –
CM
567
Castleark Management
Illinois
$3.8M +$3.35M +20,300 +759%
GIM
568
Grassi Investment Management
California
$3.79M – – –
FWIA
569
Fort Washington Investment Advisors
Ohio
$3.77M – – –
TAM
570
Taurus Asset Management
New York
$3.76M – – –
AF
571
Alerus Financial
North Dakota
$3.75M -$1.01M -6,117 -21%
BFEC
572
Benjamin F. Edwards & Company
Missouri
$3.73M +$46.8K +283 +1%
HB
573
Homrich & Berg
Georgia
$3.71M +$271K +1,639 +8%
VCA
574
Verdence Capital Advisors
Maryland
$3.69M -$927K -5,612 -20%
CCM
575
Covington Capital Management
California
$3.68M -$18K -109 -0.5%
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