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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 %
BFIM
626
Beese Fulmer Investment Management
Ohio
$3.07M -$6.11K -37 -0.2%
WA
627
WP Advisors
California
$3.05M -$13.4K -81 -0.4%
WSCM
628
Wellington Shields Capital Management
New York
$3.05M -$10.7K -65 -0.4%
RIM
629
Redpoint Investment Management
Australia
$3.05M -$44.3K -268 -1%
PCI
630
Pacifica Capital Investments
Texas
$3.05M – – –
IRF
631
IBM Retirement Fund
New York
$3.04M -$641K -3,880 -17%
SWIG
632
Strategic Wealth Investment Group
Kentucky
$3.01M +$759K +4,591 +34%
MVA
633
Mount Vernon Associates
Maryland
$3.01M – – –
MCM
634
Murphy Capital Management
New Jersey
$3M +$9.25K +56 +0.3%
VF
635
Virtu Financial
New York
$2.99M +$2.99M +18,121 New
AWM
636
Altium Wealth Management
New York
$2.99M -$60.3K -365 -2%
HIM
637
Hotaling Investment Management
Pennsylvania
$2.99M -$25.3K -153 -0.8%
SWP
638
Strategic Wealth Partners
Ohio
$2.98M -$79K -478 -3%
JCM
639
Jag Capital Management
Missouri
$2.97M +$33.2K +201 +1%
EWA
640
EP Wealth Advisors
California
$2.95M +$2.95M +17,862 New
CA
641
Callahan Advisors
Texas
$2.93M +$165 +1 +0%
SIM
642
Stratos Investment Management
Ohio
$2.92M +$163K +986 +6%
CC
643
Courier Capital
New York
$2.91M -$51.1K -309 -2%
ECM
644
Elgethun Capital Management
South Dakota
$2.9M -$951K -5,758 -25%
WOC
645
West Oak Capital
California
$2.88M -$73.5K -445 -2%
SWM
646
Salvus Wealth Management
New Jersey
$2.88M -$66K -395 -2%
HCM
647
Howland Capital Management
Massachusetts
$2.87M – – –
APA
648
American Portfolios Advisors
New York
$2.86M +$969K +5,863 +51%
BDWM
649
Brewin Dolphin Wealth Management
Ireland
$2.86M -$82.6K -500 -3%
BCM
650
Barometer Capital Management
Ontario, Canada
$2.85M +$1.44M +8,738 +102%
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