AXP icon

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 %
CG
676
Cutler Group
California
$2.74M +$2.74M +16,360 New
TK
677
TIAA Kaspick
Massachusetts
$2.73M -$29.3K -175 -1%
MA
678
Montag & Associates
Georgia
$2.72M – – –
SFI
679
Siemens Fonds Invest
Germany
$2.7M +$101K +601 +4%
NGA
680
Naples Global Advisors
Florida
$2.68M -$32.7K -195 -1%
JSC
681
Jackson Square Capital
California
$2.67M -$8.04K -48 -0.3%
HSA
682
HBK Sorce Advisory
Pennsylvania
$2.66M +$18.6K +111 +0.7%
TBA
683
Tower Bridge Advisors
Pennsylvania
$2.66M – – –
BOS
684
Bank of Stockton
California
$2.64M -$9.21K -55 -0.3%
SPC
685
Sigma Planning Corp
Michigan
$2.63M -$147K -875 -5%
ASN
686
Advisory Services Network
Georgia
$2.62M +$153K +912 +6%
BAM
687
Brave Asset Management
New Jersey
$2.62M – – –
CCM
688
Campbell Capital Management
Florida
$2.61M +$2.61M +15,580 New
VanEck Associates
689
VanEck Associates
New York
$2.61M +$123K +736 +5%
LG
690
LaFleur & Godfrey
Michigan
$2.6M – – –
EWM
691
Evercore Wealth Management
New York
$2.59M -$132K -785 -5%
HVIA
692
Hudson Valley Investment Advisors
New York
$2.58M +$827K +4,938 +47%
USGIU
693
U.S. Global Investors (USGI)
Texas
$2.58M +$838K +5,000 +48%
V
694
ValueWorks
New York
$2.55M +$168 +1 +0%
CA
695
Commerzbank Aktiengesellschaft
Germany
$2.55M +$1.5M +8,980 +145%
III
696
Independent Investors Inc
New York
$2.52M – – –
SAM
697
Selway Asset Management
$2.49M +$31K +185 +1%
AAM
698
Arabesque Asset Management
United Kingdom
$2.47M +$1.63M +9,754 +195%
PI
699
Pettee Investors
Connecticut
$2.46M – – –
VF
700
Virtu Financial
New York
$2.46M -$579K -3,459 -19%
26 27
28
29 30