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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 %
GIM
576
Grassi Investment Management
California
$3.85M – – –
FWIA
577
Fort Washington Investment Advisors
Ohio
$3.83M – – –
CCP
578
Clifford Capital Partners
Utah
$3.81M -$923K -5,508 -19%
Twin Tree Management
579
Twin Tree Management
Texas
$3.8M -$3.31M -19,734 -47%
SWIG
580
Strategic Wealth Investment Group
Kentucky
$3.79M +$712K +4,219 +23%
IAA
581
Independent Advisor Alliance
North Carolina
$3.77M +$620K +3,700 +20%
BFEC
582
Benjamin F. Edwards & Company
Missouri
$3.77M -$13.2K -79 -0.3%
MYLI
583
Meiji Yasuda Life Insurance
Japan
$3.77M +$558K +3,328 +17%
VVP
584
Venture Visionary Partners
Ohio
$3.76M +$1.59M +9,468 +73%
GD
585
Grandfield & Dodd
New York
$3.75M +$158K +942 +4%
FM
586
Family Management
New York
$3.74M -$238K -1,422 -6%
VCA
587
Verdence Capital Advisors
Maryland
$3.73M -$11.6K -69 -0.3%
CCM
588
Covington Capital Management
California
$3.7M -$25.1K -150 -0.7%
HTC
589
Haverford Trust Company
Pennsylvania
$3.68M -$3.44M -20,535 -48%
SAIG
590
Semper Augustus Investments Group
Colorado
$3.67M -$54.1K -323 -1%
HAG
591
HighPoint Advisor Group
Illinois
$3.64M +$124K +739 +4%
EP
592
Eudaimonia Partners
Tennessee
$3.64M +$23.5K +140 +0.6%
M
593
Mirova
France
$3.64M – – –
KC
594
Kingfisher Capital
North Carolina
$3.63M +$84.6K +505 +2%
BW
595
Bison Wealth
Georgia
$3.62M -$41.6K -248 -1%
SW
596
SteelPeak Wealth
California
$3.62M +$2.84M +16,971 +367%
TU
597
TDAM USA
Ontario, Canada
$3.6M +$284K +1,695 +9%
BIAS
598
Beacon Investment Advisory Services
New Jersey
$3.6M +$2.01K +12 +0.1%
CCM
599
Coldstream Capital Management
Washington
$3.59M +$3.04M +30,360 +559%
TAM
600
Taurus Asset Management
New York
$3.58M -$235K -1,400 -6%
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