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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 %
KWM
726
Kingsview Wealth Management
Oregon
$2.29M +$1.34M +8,011 +141%
SBIA
727
Sheaff Brock Investment Advisors
Indiana
$2.29M +$168 +1 +0%
BFA
728
Benedict Financial Advisors
Georgia
$2.28M -$55.4K -331 -2%
CNAM
729
Campbell Newman Asset Management
Wisconsin
$2.28M -$32.8M -195,676 -94%
MSU
730
Mizuho Securities USA
New York
$2.25M -$21.1K -126 -0.9%
AIC
731
Argus Investors Counsel
New York
$2.24M -$2.13M -12,730 -49%
GT
732
Greenleaf Trust
Michigan
$2.24M +$88.1K +526 +4%
FSA
733
Fort Sheridan Advisors
Illinois
$2.23M – – –
IAS
734
Investment Advisory Services
Texas
$2.22M +$168 +1 +0%
Aristotle Capital Management
735
Aristotle Capital Management
California
$2.22M +$9.55K +57 +0.4%
DAM
736
Doheny Asset Management
California
$2.22M – – –
AT
737
Arden Trust
Delaware
$2.22M +$503 +3 +0%
FMWA
738
Forvis Mazars Wealth Advisors
Missouri
$2.22M +$22.1K +132 +1%
GHAM
739
Gilman Hill Asset Management
Connecticut
$2.21M -$17.6K -105 -0.8%
CCFCSB
740
Cape Cod Five Cents Savings Bank
Massachusetts
$2.21M -$24K -143 -1%
KIA
741
KCM Investment Advisors
California
$2.21M -$217K -1,296 -9%
ACP
742
Ashfield Capital Partners
California
$2.2M – – –
FMI
743
F/M Investments
District of Columbia
$2.2M +$2.01K +12 +0.1%
WG
744
Welch Group
Alabama
$2.18M -$38.4K -229 -2%
SSG
745
Summit Securities Group
New York
$2.16M -$104K -623 -5%
APA
746
American Portfolios Advisors
New York
$2.16M -$743K -4,434 -26%
HI
747
Harbour Investments
Wisconsin
$2.15M +$310K +1,852 +17%
Jane Street
748
Jane Street
New York
$2.14M -$1.96M -11,723 -48%
ACP
749
Aviance Capital Partners
Florida
$2.12M -$20.6K -123 -1%
SCP
750
Sandhill Capital Partners
New York
$2.12M +$20.6K +123 +1%
28 29
30
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