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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 %
FG
551
Foster Group
Iowa
$4.23M – – –
HW
552
Hancock Whitney
Mississippi
$4.22M -$59.8K -357 -1%
BWAM
553
Boyd Watterson Asset Management
Ohio
$4.21M +$135K +806 +3%
BL
554
Bleichroeder LP
New York
$4.19M – – –
FG
555
Fiduciary Group
Georgia
$4.14M – – –
AP
556
Advisor Partners
California
$4.13M -$35.3K -211 -0.8%
HB
557
Homrich & Berg
Georgia
$4.12M +$358K +2,135 +9%
FHB
558
First Hawaiian Bank
Hawaii
$4.12M +$17.9K +107 +0.4%
CWM
559
Concentric Wealth Management
California
$4.12M -$46.6K -278 -1%
CT
560
Chicago Trust
Illinois
$4.09M -$98.2K -586 -2%
SC
561
Scotia Capital
Ontario, Canada
$4.04M +$753K +4,496 +23%
WS
562
Wedbush Securities
California
$4M +$19.4K +116 +0.5%
CI
563
Ceera Investments
Texas
$3.97M -$6.7K -40 -0.2%
Impax Asset Management Group
564
Impax Asset Management Group
United Kingdom
$3.97M +$308K +1,839 +8%
HCM
565
Hutner Capital Management
Vermont
$3.94M -$16.9K -101 -0.4%
AS
566
Altshuler Shaham
Israel
$3.94M -$1.18K -7 -0%
SW
567
SVB Wealth
Massachusetts
$3.94M +$348K +2,079 +10%
SLI
568
Sumitomo Life Insurance
Japan
$3.91M +$712K +4,252 +22%
Cetera Investment Advisers
569
Cetera Investment Advisers
Illinois
$3.9M -$352K -2,104 -8%
Voloridge Investment Management
570
Voloridge Investment Management
Florida
$3.9M +$3.9M +23,276 New
RIA
571
Realta Investment Advisors
Delaware
$3.88M +$6.87K +41 +0.2%
RC
572
RBF Capital
California
$3.85M – – –
ACM
573
Azimuth Capital Management
Michigan
$3.85M -$67K -400 -2%
CM
574
Castleark Management
Illinois
$3.85M – – –
CA
575
CastleArk Alternatives
Illinois
$3.85M +$3.85M +22,975 New
21 22
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