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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 %
SWM
651
Salvus Wealth Management
New Jersey
$2.93M +$46.6K +278 +2%
Lido Advisors
652
Lido Advisors
California
$2.92M -$434K -2,590 -13%
HCM
653
Howland Capital Management
Massachusetts
$2.92M +$3.35K +20 +0.1%
SCM
654
Silvant Capital Management
Georgia
$2.91M -$544K -3,245 -16%
RIM
655
Redpoint Investment Management
Australia
$2.91M -$178K -1,065 -6%
ECM
656
Elgethun Capital Management
South Dakota
$2.9M -$42.6K -254 -1%
BDWM
657
Brewin Dolphin Wealth Management
Ireland
$2.9M – – –
EHWM
658
Eads & Heald Wealth Management
Georgia
$2.89M +$10.1K +60 +0.3%
NL
659
NVWM LLC
Pennsylvania
$2.88M +$33.3K +199 +1%
WSCM
660
Wellington Shields Capital Management
New York
$2.88M -$218K -1,304 -7%
BL
661
BFSG LLC
California
$2.87M -$4.36K -26 -0.2%
SAM
662
Sompo Asset Management
Japan
$2.87M +$11.7K +70 +0.4%
CAM
663
Columbia Asset Management
Michigan
$2.87M +$71.7K +428 +3%
ECM
664
Everence Capital Management
Indiana
$2.86M – – –
Credit Agricole
665
Credit Agricole
France
$2.85M +$762K +4,551 +36%
VPIM
666
Vanguard Personalized Indexing Management
California
$2.82M -$524K -3,127 -16%
BBWA
667
Bell & Brown Wealth Advisors
California
$2.82M +$2.82M +16,811 New
TW
668
TrinityPoint Wealth
Connecticut
$2.8M -$1.84K -11 -0.1%
WOC
669
West Oak Capital
California
$2.8M -$125K -745 -4%
CCM
670
Condor Capital Management
New Jersey
$2.78M -$46.9K -280 -2%
NG
671
Northstar Group
New York
$2.78M -$4.86K -29 -0.2%
AP
672
Americana Partners
Texas
$2.77M +$2.43M +14,516 +727%
BA
673
Bennicas & Associates
California
$2.75M -$29.3K -175 -1%
PFSC
674
Peoples Financial Services Corp
Pennsylvania
$2.75M -$31K -185 -1%
KRSITF
675
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.74M -$93K -555 -3%
25 26
27
28 29