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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 %
SSWM
776
Smith Salley Wealth Management
North Carolina
$1.99M – – –
CW
777
CreativeOne Wealth
Kansas
$1.98M -$7.87K -47 -0.4%
LBC
778
Lowe Brockenbrough & Co
Virginia
$1.97M -$27.3K -163 -1%
MWM
779
Madison Wealth Management
Ohio
$1.96M +$25.3K +151 +1%
BO
780
BRR OpCo
Ohio
$1.95M -$12.7K -76 -0.6%
LT
781
Lindsell Train
United Kingdom
$1.94M – – –
PWMAG
782
Pinnacle Wealth Management Advisory Group
New Jersey
$1.94M -$31K -185 -2%
ACP
783
Arcus Capital Partners
Georgia
$1.94M -$328K -1,958 -14%
XT
784
XTX Topco
Cayman Islands
$1.94M +$1.94M +11,582 New
AI
785
AXS Investments
New York
$1.94M +$1.94M +11,583 New
GJIC
786
Gamble Jones Investment Counsel
California
$1.94M – – –
FBC
787
Fairfield, Bush & Co
Connecticut
$1.94M -$10.9K -65 -0.6%
B
788
Bailard
California
$1.93M +$27.1K +162 +1%
PDN
789
Pensionfund DSM Netherlands
Netherlands
$1.93M +$1.93M +11,500 New
VFA
790
Valeo Financial Advisors
Indiana
$1.91M +$36.4K +217 +2%
WI
791
Wintrust Investments
Illinois
$1.9M -$3.85K -23 -0.2%
JCM
792
Jacobi Capital Management
Pennsylvania
$1.9M -$593K -3,537 -24%
PHK
793
Point72 Hong Kong
Hong Kong
$1.9M +$1.68M +10,025 +777%
NHC
794
Nicholas Hoffman & Company
Georgia
$1.89M +$18.3K +109 +1%
USCWA
795
U.S. Capital Wealth Advisors
Texas
$1.89M +$1.89M +11,256 New
PH
796
Pinnacle Holdings
Oklahoma
$1.88M -$47.7K -285 -2%
PWP
797
Private Wealth Partners
California
$1.88M – – –
CCP
798
Corient Capital Partners
California
$1.87M +$104K +618 +6%
GC
799
Guardian Capital
Ontario, Canada
$1.86M -$67K -400 -3%
MIA
800
MainStreet Investment Advisors
Illinois
$1.86M -$131K -779 -7%
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