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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 %
1IA
626
1834 Investment Advisors
Wisconsin
$3.21M -$4.88M -29,153 -60%
PRS
627
Pinkerton Retirement Specialists
Idaho
$3.18M +$36.2K +216 +1%
ODCM
628
Old Dominion Capital Management
Virginia
$3.17M +$3.85K +23 +0.1%
BB
629
Busey Bank
Illinois
$3.16M +$344K +2,052 +12%
SCM
630
Shelton Capital Management
Colorado
$3.12M – – –
WAM
631
World Asset Management
Michigan
$3.12M -$269K -1,607 -8%
EWA
632
EP Wealth Advisors
California
$3.12M +$123K +735 +4%
MVA
633
Mount Vernon Associates
Maryland
$3.11M +$67K +400 +2%
PSUF
634
People's United Financial
Connecticut
$3.11M -$8.54K -51 -0.3%
HIM
635
Hotaling Investment Management
Pennsylvania
$3.09M +$66.8K +399 +2%
IRF
636
IBM Retirement Fund
New York
$3.09M +$7.04K +42 +0.2%
PCI
637
Pacifica Capital Investments
Texas
$3.08M -$5.03K -30 -0.2%
FMT
638
First Mercantile Trust
Tennessee
$3.07M -$111K -663 -3%
BFIM
639
Beese Fulmer Investment Management
Ohio
$3.06M -$42.9K -256 -1%
WA
640
WP Advisors
California
$3.05M -$46.1K -275 -1%
UB
641
UMB Bank
Missouri
$3.05M -$75.4K -450 -2%
MCM
642
Murphy Capital Management
New Jersey
$3.03M -$14.2K -85 -0.5%
CC
643
Courier Capital
New York
$3.02M +$70.7K +422 +2%
AWM
644
Altium Wealth Management
New York
$3.02M -$14.1K -84 -0.5%
JG
645
Jefferies Group
New York
$3M +$2.74M +16,350 +1,030%
CA
646
Clearstead Advisors
Ohio
$2.97M -$181K -1,083 -6%
CA
647
Callahan Advisors
Texas
$2.97M – – –
EI
648
Ethic Inc
New York
$2.97M -$1.5M -8,963 -34%
Assenagon Asset Management
649
Assenagon Asset Management
Luxembourg
$2.96M +$1.23M +7,350 +71%
JCM
650
Jag Capital Management
Missouri
$2.94M -$73.2K -437 -2%
24 25
26
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