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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 %
KHLMVGHM
751
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$2.11M – – –
TI
752
Tidal Investments
Wisconsin
$2.11M +$740K +4,411 +54%
Squarepoint
753
Squarepoint
New York
$2.1M -$2.07M -12,374 -50%
MMPW
754
Mitchell McLeod Pugh & Williams
Alabama
$2.1M – – –
WSTAM
755
Wilbanks Smith & Thomas Asset Management
Virginia
$2.09M +$35.7K +213 +2%
RHBC
756
R.H. Bluestein & Co
Michigan
$2.09M +$174K +1,040 +9%
DAS
757
Dynamic Advisor Solutions
Arizona
$2.09M -$111K -663 -5%
CA
758
Cetera Advisors
Colorado
$2.08M +$291K +1,738 +16%
KCM
759
Kanawha Capital Management
Virginia
$2.08M +$4.69K +28 +0.2%
AAS
760
Avantax Advisory Services
Texas
$2.07M +$283K +1,689 +16%
IWC
761
Integrated Wealth Concepts
Massachusetts
$2.06M +$815K +4,862 +65%
CA
762
CSM Advisors
Pennsylvania
$2.06M +$83.8K +500 +4%
OPCM
763
Osborne Partners Capital Management
California
$2.06M – – –
TFA
764
Teamwork Financial Advisors
Texas
$2.06M +$2.06M +12,301 New
SWMG
765
Signature Wealth Management Group
Georgia
$2.06M +$248K +1,480 +14%
HPCM
766
High Pointe Capital Management
Illinois
$2.06M – – –
SCM
767
SOL Capital Management
Maryland
$2.05M -$72K -430 -3%
FWM
768
Frontier Wealth Management
Missouri
$2.03M +$114K +683 +6%
FIM
769
Fruth Investment Management
Texas
$2.01M – – –
SM
770
SG3 Management
Puerto Rico
$2.01M +$335K +2,000 +20%
RA
771
Rational Advisors
New York
$2.01M +$2.01M +12,000 New
BSA
772
Bull Street Advisors
Georgia
$2.01M +$9.22K +55 +0.5%
CNC
773
Canandaigua National Corp
New York
$2M +$74.7K +446 +4%
GAM
774
Gotham Asset Management
New York
$2M +$1.39M +8,316 +230%
IA
775
IFG Advisory
Georgia
$1.99M -$61.1K -365 -3%
29 30
31
32 33