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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 %
Tudor Investment Corp
801
Tudor Investment Corp
Connecticut
$1.85M +$1.85M +11,058 New
RWP
802
RWA Wealth Partners
Massachusetts
$1.85M – – –
GFA
803
Gifford Fong Associates
California
$1.84M – – –
TNA
804
True North Advisors
Texas
$1.84M – – –
PCA
805
Personal Capital Advisors
California
$1.83M +$16.3K +97 +0.9%
AR
806
Advisory Research
Illinois
$1.83M -$10.6K -63 -0.6%
LC
807
Lincoln Capital
Nebraska
$1.83M -$13.4K -80 -0.7%
UHC
808
Union Heritage Capital
Michigan
$1.81M – – –
AIM
809
Anchor Investment Management
South Carolina
$1.81M +$101K +605 +6%
PIM
810
Penobscot Investment Management
Massachusetts
$1.8M -$16.7K -100 -0.9%
BFO
811
Boston Family Office
Massachusetts
$1.78M -$503K -3,000 -22%
IMRF
812
Illinois Municipal Retirement Fund
Illinois
$1.77M +$171K +1,020 +11%
ARC
813
Advisor Resource Council
Texas
$1.77M -$36.9K -220 -2%
WIS
814
Wright Investors Service
Connecticut
$1.77M +$43.4K +259 +3%
MCM
815
McMillion Capital Management
North Carolina
$1.76M – – –
CBB
816
Citizens Business Bank
California
$1.76M -$101K -600 -5%
IA
817
IndexIQ Advisors
New York
$1.76M +$84.9K +507 +5%
FWA
818
FOCUS Wealth Advisors
Texas
$1.76M +$28.5K +170 +2%
WC
819
Woodstock Corp
Massachusetts
$1.75M – – –
IC
820
IEQ Capital
California
$1.75M +$320K +1,913 +22%
AW
821
ACG Wealth
Georgia
$1.75M +$127K +761 +8%
IPW
822
Inlet Private Wealth
Florida
$1.74M – – –
TBNY
823
Trustco Bank (New York)
New York
$1.73M +$4.19K +25 +0.2%
BP
824
Ballentine Partners
Massachusetts
$1.73M +$797K +4,753 +86%
RIL
825
Rothschild Investment LLC
Illinois
$1.72M -$168K -1,000 -9%
31 32
33
34 35