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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 %
CRC
751
Curi RMB Capital
Illinois
$1.97M – – –
CW
752
CreativeOne Wealth
Kansas
$1.97M +$9.25K +56 +0.5%
SSWM
753
Smith Salley Wealth Management
North Carolina
$1.96M +$826 +5 +0%
CA
754
CSM Advisors
Pennsylvania
$1.95M – – –
PWMAG
755
Pinnacle Wealth Management Advisory Group
New Jersey
$1.95M +$35.5K +215 +2%
BO
756
BRR OpCo
Ohio
$1.93M +$23.8K +144 +1%
FTDI
757
First Trust Direct Indexing
Massachusetts
$1.93M +$249K +1,510 +15%
FBC
758
Fairfield, Bush & Co
Connecticut
$1.92M – – –
LT
759
Lindsell Train
United Kingdom
$1.92M – – –
GJIC
760
Gamble Jones Investment Counsel
California
$1.91M – – –
MWM
761
Madison Wealth Management
Ohio
$1.91M +$81.1K +491 +4%
PH
762
Pinnacle Holdings
Oklahoma
$1.91M -$8.76K -53 -0.5%
GC
763
Guardian Capital
Ontario, Canada
$1.9M -$463K -2,800 -20%
CNC
764
Canandaigua National Corp
New York
$1.9M -$29.9K -181 -2%
VI
765
Vestcor Inc
New Brunswick, Canada
$1.9M -$108K -653 -5%
RHBC
766
R.H. Bluestein & Co
Michigan
$1.89M – – –
FWM
767
Frontier Wealth Management
Missouri
$1.89M +$165 +1 +0%
WI
768
Wintrust Investments
Illinois
$1.88M +$1.88M +11,375 New
B
769
Bailard
California
$1.88M -$16.5K -100 -0.9%
LS
770
Livforsakringsbolaget Skandia
Sweden
$1.87M +$215K +1,300 +13%
PMAS
771
PNC Managed Account Solutions
Texas
$1.87M +$1.87M +11,290 New
RIL
772
Rothschild Investment LLC
Illinois
$1.86M +$21.2K +128 +1%
PWP
773
Private Wealth Partners
California
$1.85M – – –
VFA
774
Valeo Financial Advisors
Indiana
$1.85M -$12.1K -73 -0.6%
NHC
775
Nicholas Hoffman & Company
Georgia
$1.85M +$88.9K +538 +5%
29 30
31
32 33