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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 %
LCAM
601
Long Corridor Asset Management
Hong Kong
$3.31M -$3.31M -20,000 -50%
FIM
602
Freedom Investment Management
Connecticut
$3.3M -$550K -3,331 -14%
VPIM
603
Vanguard Personalized Indexing Management
California
$3.3M +$1.36M +8,217 +70%
RWA
604
Ropes Wealth Advisors
Massachusetts
$3.28M +$155K +940 +5%
VMPIC
605
Varma Mutual Pension Insurance Co
Finland
$3.26M – – –
SC
606
Scotia Capital
Ontario, Canada
$3.24M +$987K +5,975 +44%
TPM
607
Triasima Portfolio Management
Quebec, Canada
$3.2M +$3.2M +19,380 New
AWM
608
Avior Wealth Management
Nebraska
$3.19M -$36.8K -223 -1%
SG
609
Stonnington Group
California
$3.19M -$1.68K -10 -0.1%
KPWS
610
Kestra Private Wealth Services
Texas
$3.17M +$88.4K +535 +3%
MYLI
611
Meiji Yasuda Life Insurance
Japan
$3.17M -$135K -815 -4%
SLI
612
Sumitomo Life Insurance
Japan
$3.16M -$610K -3,690 -16%
FMT
613
First Mercantile Trust
Tennessee
$3.13M -$1.38M -8,376 -31%
Acadian Asset Management
614
Acadian Asset Management
Massachusetts
$3.13M +$193K +1,171 +7%
ODCM
615
Old Dominion Capital Management
Virginia
$3.12M -$16.4K -99 -0.5%
IAA
616
Independent Advisor Alliance
North Carolina
$3.11M +$41.8K +253 +1%
CA
617
Clearstead Advisors
Ohio
$3.11M -$92.5K -560 -3%
Primecap Management
618
Primecap Management
California
$3.11M – – –
PRS
619
Pinkerton Retirement Specialists
Idaho
$3.1M +$38.7K +234 +1%
RJT
620
Raymond James Trust
Florida
$3.08M -$49.2K -298 -2%
SAM
621
Sawgrass Asset Management
Florida
$3.08M -$29.7K -180 -1%
PSUF
622
People's United Financial
Connecticut
$3.08M +$94.7K +573 +3%
SCM
623
Shelton Capital Management
Colorado
$3.08M +$2.2M +13,300 +250%
UB
624
UMB Bank
Missouri
$3.08M -$56K -339 -2%
RCM
625
RNC Capital Management
California
$3.07M +$162K +980 +6%
23 24
25
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