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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 %
BL
651
BFSG LLC
California
$2.84M +$10.6K +64 +0.4%
EHWM
652
Eads & Heald Wealth Management
Georgia
$2.84M -$65.6K -397 -2%
ECM
653
Everence Capital Management
Indiana
$2.82M – – –
SAM
654
Sompo Asset Management
Japan
$2.82M +$200K +1,210 +8%
NL
655
NVWM LLC
Pennsylvania
$2.81M +$7.27K +44 +0.3%
KRSITF
656
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.8M -$351K -2,127 -11%
CCM
657
Condor Capital Management
New Jersey
$2.78M -$139K -843 -5%
BB
658
Busey Bank
Illinois
$2.78M -$59.1K -358 -2%
ACM
659
AlphaCrest Capital Management
New York
$2.77M -$193K -1,165 -6%
TW
660
TrinityPoint Wealth
Connecticut
$2.76M -$319K -1,933 -10%
CAM
661
Columbia Asset Management
Michigan
$2.76M -$2.04M -12,327 -42%
FA
662
FDx Advisors
Illinois
$2.75M +$171K +1,032 +7%
BA
663
Bennicas & Associates
California
$2.74M -$8.26K -50 -0.3%
NG
664
Northstar Group
New York
$2.74M +$991 +6 +0%
PFSC
665
Peoples Financial Services Corp
Pennsylvania
$2.74M -$47.9K -290 -2%
SPC
666
Sigma Planning Corp
Michigan
$2.73M +$88.9K +538 +3%
TK
667
TIAA Kaspick
Massachusetts
$2.73M -$33.1K -200 -1%
BAIA
668
Bel Air Investment Advisors
California
$2.72M -$301K -1,823 -10%
CCG
669
Ceeto Capital Group
Florida
$2.69M -$8.26K -50 -0.3%
MA
670
Montag & Associates
Georgia
$2.69M – – –
EWM
671
Evercore Wealth Management
New York
$2.68M -$25.4K -154 -0.9%
B
672
BP
United Kingdom
$2.67M -$1.29M -7,824 -33%
NGA
673
Naples Global Advisors
Florida
$2.67M +$24K +145 +0.9%
JSC
674
Jackson Square Capital
California
$2.65M +$340K +2,060 +15%
TBA
675
Tower Bridge Advisors
Pennsylvania
$2.62M -$3.31K -20 -0.1%
25 26
27
28 29