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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 %
FMI
726
F/M Investments
District of Columbia
$2.17M +$2.17M +13,111 New
FMWA
727
Forvis Mazars Wealth Advisors
Missouri
$2.16M -$214K -1,294 -9%
VVP
728
Venture Visionary Partners
Ohio
$2.14M +$432K +2,614 +25%
GT
729
Greenleaf Trust
Michigan
$2.12M +$5.78K +35 +0.3%
ACP
730
Aviance Capital Partners
Florida
$2.11M +$43.5K +263 +2%
SCM
731
SOL Capital Management
Maryland
$2.1M -$210K -1,270 -9%
NFG
732
Next Financial Group
Texas
$2.1M +$165 +1 +0%
KHLMVGHM
733
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$2.08M +$85.3K +516 +4%
SCP
734
Sandhill Capital Partners
New York
$2.07M +$132K +796 +7%
MMPW
735
Mitchell McLeod Pugh & Williams
Alabama
$2.07M +$16.5K +100 +0.8%
Credit Agricole
736
Credit Agricole
France
$2.06M +$1.43M +8,669 +228%
RCA
737
Resonant Capital Advisors
Wisconsin
$2.05M +$33.5K +203 +2%
RE
738
RBC Europe
United Kingdom
$2.05M +$689K +4,172 +51%
KCM
739
Kanawha Capital Management
Virginia
$2.05M +$27.3K +165 +1%
OPCM
740
Osborne Partners Capital Management
California
$2.03M – – –
WSTAM
741
Wilbanks Smith & Thomas Asset Management
Virginia
$2.03M +$66.1K +400 +3%
HPCM
742
High Pointe Capital Management
Illinois
$2.03M – – –
IA
743
IFG Advisory
Georgia
$2.02M -$595K -3,599 -23%
RVM
744
Robinson Value Management
Texas
$2.02M -$55.7K -337 -3%
FC
745
FORA Capital
Florida
$2M +$2M +12,095 New
FIM
746
Fruth Investment Management
Texas
$1.98M +$16.5K +100 +0.8%
BSA
747
Bull Street Advisors
Georgia
$1.97M – – –
DCM
748
Dupont Capital Management
Delaware
$1.97M +$1.97M +11,906 New
LBC
749
Lowe Brockenbrough & Co
Virginia
$1.97M -$1.65K -10 -0.1%
MIA
750
MainStreet Investment Advisors
Illinois
$1.97M -$826 -5 -0%
28 29
30
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