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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 %
RC
676
RegentAtlantic Capital
New Jersey
$2.61M +$945K +5,721 +57%
BOS
677
Bank of Stockton
California
$2.61M -$48.4K -293 -2%
HSA
678
HBK Sorce Advisory
Pennsylvania
$2.61M +$184K +1,116 +8%
OSAM
679
O'Shaughnessy Asset Management
Connecticut
$2.59M +$615K +3,722 +31%
BAM
680
Brave Asset Management
New Jersey
$2.58M -$313K -1,896 -11%
MCG
681
MACRO Consulting Group
New Jersey
$2.57M -$45.7K -277 -2%
SFI
682
Siemens Fonds Invest
Germany
$2.57M -$20.8K -126 -0.8%
LG
683
LaFleur & Godfrey
Michigan
$2.56M +$2.56M +15,492 New
V
684
ValueWorks
New York
$2.52M -$41.1K -249 -2%
III
685
Independent Investors Inc
New York
$2.48M – – –
PIC
686
PCJ Investment Counsel
Ontario, Canada
$2.48M +$2.48M +15,000 New
CC
687
Centiva Capital
New York
$2.47M +$365K +2,208 +17%
JCM
688
Jacobi Capital Management
Pennsylvania
$2.46M -$17.8K -108 -0.7%
VanEck Associates
689
VanEck Associates
New York
$2.45M -$61.3K -371 -2%
ASN
690
Advisory Services Network
Georgia
$2.44M +$248K +1,503 +11%
PI
691
Pettee Investors
Connecticut
$2.43M +$4.13K +25 +0.2%
SAM
692
Selway Asset Management
$2.43M -$49.6K -300 -2%
WT
693
Washington Trust
Rhode Island
$2.4M -$121K -731 -5%
KIA
694
KCM Investment Advisors
California
$2.39M +$315K +1,906 +15%
GWCM
695
Godshalk Welsh Capital Management
Pennsylvania
$2.39M -$33.3K -195 -1%
PA
696
Profund Advisors
Maryland
$2.37M +$85.4K +517 +4%
PAM
697
Private Asset Management
California
$2.36M – – –
IA
698
Icon Advisers
Colorado
$2.35M – – –
SC
699
Sawyer & Company
Massachusetts
$2.34M -$14K -85 -0.6%
BBA
700
BLB&B Advisors
Pennsylvania
$2.33M +$76.2K +461 +3%
26 27
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