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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 %
S
801
Seeyond
France
$1.73M -$47.6K -288 -3%
IPW
802
Inlet Private Wealth
Florida
$1.72M +$496 +3 +0%
USGIU
803
U.S. Global Investors (USGI)
Texas
$1.72M +$1.72M +10,394 New
IWA
804
Intercontinental Wealth Advisors
Texas
$1.71M -$83.4K -505 -5%
Assenagon Asset Management
805
Assenagon Asset Management
Luxembourg
$1.7M +$44K +266 +3%
FWA
806
FOCUS Wealth Advisors
Texas
$1.7M -$50.6K -306 -3%
GG
807
Greenwood Gearhart
Arkansas
$1.7M -$52K -315 -3%
WIS
808
Wright Investors Service
Connecticut
$1.7M +$200K +1,210 +13%
TBNY
809
Trustco Bank (New York)
New York
$1.7M -$99.2K -600 -6%
SOAMC
810
Spirit of America Management Corp
New York
$1.69M – – –
IFWM
811
Institute for Wealth Management
Colorado
$1.69M -$40.1K -243 -2%
HWMA
812
Heritage Wealth Management (Arizona)
Arizona
$1.69M +$81.8K +495 +5%
ISL
813
Ingalls & Snyder LLC
New York
$1.68M – – –
AIM
814
Anchor Investment Management
South Carolina
$1.68M +$46.1K +279 +3%
CC
815
Chicago Capital
Illinois
$1.66M -$5.78K -35 -0.3%
LWCFA
816
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.65M -$117K -708 -7%
CDH
817
Charles D. Hyman
$1.65M – – –
SC
818
Sovarnum Capital
New York
$1.65M – – –
SM
819
SG3 Management
Puerto Rico
$1.65M +$826K +5,000 +100%
AF
820
Ally Financial
Michigan
$1.65M +$1.65M +10,000 New
IA
821
IndexIQ Advisors
New York
$1.65M +$48.2K +292 +3%
BAM
822
Berkshire Asset Management
Pennsylvania
$1.64M -$66.4K -402 -4%
SJIM
823
St. Johns Investment Management
Florida
$1.63M -$45K -272 -3%
KC
824
Knuff & Co
California
$1.63M – – –
NA
825
NewEdge Advisors
Louisiana
$1.63M +$192K +1,160 +13%
31 32
33
34 35