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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 %
ABC
776
Associated Banc-Corp
Wisconsin
$1.85M +$81.1K +491 +5%
QI
777
QS Investors
New York
$1.84M -$11.7K -71 -0.6%
FP
778
Factorial Partners
New York
$1.83M -$727K -4,400 -28%
CBB
779
Citizens Business Bank
California
$1.83M -$16.5K -100 -0.9%
RWP
780
RWA Wealth Partners
Massachusetts
$1.82M – – –
GFA
781
Gifford Fong Associates
California
$1.82M – – –
TNA
782
True North Advisors
Texas
$1.82M – – –
AR
783
Advisory Research
Illinois
$1.82M -$492K -2,974 -21%
LC
784
Lincoln Capital
Nebraska
$1.82M +$104K +629 +6%
HI
785
Harbour Investments
Wisconsin
$1.81M +$3.97K +24 +0.2%
PIM
786
Penobscot Investment Management
Massachusetts
$1.8M +$465K +2,812 +35%
PCA
787
Personal Capital Advisors
California
$1.79M +$84.9K +514 +5%
KWM
788
Keebeck Wealth Management
Illinois
$1.79M +$340K +2,055 +23%
SWMG
789
Signature Wealth Management Group
Georgia
$1.78M +$17.2K +104 +1%
UHC
790
Union Heritage Capital
Michigan
$1.78M – – –
RG
791
Rathbones Group
United Kingdom
$1.78M -$1.98K -12 -0.1%
ARC
792
Advisor Resource Council
Texas
$1.78M +$1.78M +10,765 New
CA
793
Cetera Advisors
Colorado
$1.77M +$109K +659 +7%
AAS
794
Avantax Advisory Services
Texas
$1.76M -$43.8K -265 -2%
DWM
795
Dakota Wealth Management
Florida
$1.76M +$86.7K +525 +5%
CCP
796
Corient Capital Partners
California
$1.74M +$75.4K +456 +5%
MCM
797
McMillion Capital Management
North Carolina
$1.74M – – –
HVIA
798
Hudson Valley Investment Advisors
New York
$1.73M +$311K +1,882 +22%
WC
799
Woodstock Corp
Massachusetts
$1.73M +$19.3K +117 +1%
HIC
800
Hartline Investment Corp
Illinois
$1.73M – – –
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