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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 %
BFA
701
Brendel Financial Advisors
New Hampshire
$2.33M -$446K -2,700 -16%
BP
702
BBR Partners
New York
$2.32M -$11.2K -68 -0.5%
MWM
703
Modera Wealth Management
New Jersey
$2.32M +$60.5K +366 +3%
BFA
704
Benedict Financial Advisors
Georgia
$2.31M -$31.1K -188 -1%
GT
705
Glenview Trust
Kentucky
$2.31M -$5.29K -32 -0.2%
Bank Julius Baer & Co
706
Bank Julius Baer & Co
Switzerland
$2.31M -$89.2K -540 -4%
SC
707
SouthState Corp
Florida
$2.3M -$43.6K -264 -2%
CFGS
708
Concourse Financial Group Securities
Alabama
$2.3M -$579K -3,504 -20%
BSW
709
Buckingham Strategic Wealth
Missouri
$2.3M -$4.13K -25 -0.2%
SIAG
710
Signet Investment Advisory Group
Rhode Island
$2.3M -$60.3K -365 -3%
SBIA
711
Sheaff Brock Investment Advisors
Indiana
$2.26M +$165 +1 +0%
BFO
712
Boston Family Office
Massachusetts
$2.25M -$8.26K -50 -0.4%
ACP
713
Arcus Capital Partners
Georgia
$2.24M – – –
MSU
714
Mizuho Securities USA
New York
$2.24M -$1.7M -10,311 -43%
SSG
715
Summit Securities Group
New York
$2.23M +$1.24M +7,506 +125%
CCFCSB
716
Cape Cod Five Cents Savings Bank
Massachusetts
$2.2M +$122K +739 +6%
GHAM
717
Gilman Hill Asset Management
Connecticut
$2.2M +$84.3K +510 +4%
FSA
718
Fort Sheridan Advisors
Illinois
$2.2M -$82.6K -500 -4%
IAS
719
Investment Advisory Services
Texas
$2.19M +$2.19M +13,257 New
DAM
720
Doheny Asset Management
California
$2.19M – – –
WG
721
Welch Group
Alabama
$2.19M -$3.47K -21 -0.2%
AT
722
Arden Trust
Delaware
$2.18M +$153K +927 +8%
Aristotle Capital Management
723
Aristotle Capital Management
California
$2.18M -$661 -4 -0%
ACP
724
Ashfield Capital Partners
California
$2.17M -$16.5K -100 -0.8%
DAS
725
Dynamic Advisor Solutions
Arizona
$2.17M +$293K +1,774 +16%
27 28
29
30 31