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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 %
WT
701
Washington Trust
Rhode Island
$2.42M -$18.8K -112 -0.8%
CCG
702
Ceeto Capital Group
Florida
$2.4M -$335K -2,000 -12%
BAM
703
Blueshift Asset Management
New Jersey
$2.39M +$2.39M +14,273 New
PAM
704
Private Asset Management
California
$2.39M -$6.7K -40 -0.3%
SIAG
705
Signet Investment Advisory Group
Rhode Island
$2.39M +$58.6K +350 +3%
CFGS
706
Concourse Financial Group Securities
Alabama
$2.38M +$51.8K +309 +2%
IA
707
Icon Advisers
Colorado
$2.38M – – –
SC
708
Sawyer & Company
Massachusetts
$2.37M – – –
AGA
709
Accuvest Global Advisors
Utah
$2.37M +$2.04M +11,910 +621%
BA
710
Bridgewater Associates
Connecticut
$2.37M +$2.37M +14,150 New
BSW
711
Buckingham Strategic Wealth
Missouri
$2.37M +$38K +227 +2%
SHWM
712
Silicon Hills Wealth Management
Texas
$2.36M +$903K +5,391 +62%
SAM
713
Sawgrass Asset Management
Florida
$2.35M -$770K -4,595 -25%
BP
714
BBR Partners
New York
$2.34M -$8.38K -50 -0.4%
BBA
715
BLB&B Advisors
Pennsylvania
$2.34M -$25.5K -152 -1%
GT
716
Glenview Trust
Kentucky
$2.34M – – –
MWM
717
Modera Wealth Management
New Jersey
$2.34M -$11.1K -66 -0.5%
GWCM
718
Godshalk Welsh Capital Management
Pennsylvania
$2.34M -$2.51K -15 -0.1%
Bank Julius Baer & Co
719
Bank Julius Baer & Co
Switzerland
$2.34M – – –
BAMF
720
BI Asset Management Fondsmaeglerselskab
Denmark
$2.31M +$755K +4,506 +48%
PA
721
Profund Advisors
Maryland
$2.31M -$94.1K -562 -4%
RCA
722
Resonant Capital Advisors
Wisconsin
$2.3M +$217K +1,297 +10%
CM
723
Capula Management
Cayman Islands
$2.3M +$1.84M +11,027 +404%
SC
724
SouthState Corp
Florida
$2.3M -$40K -239 -2%
DA
725
DCM Advisors
New York
$2.29M +$2.29M +13,693 New
27 28
29
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