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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 %
BFA
826
Beaumont Financial Advisors
Massachusetts
$1.63M +$122K +738 +8%
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$1.62M +$10.9K +66 +0.7%
MAM
828
Meeder Asset Management
Ohio
$1.6M -$1.64M -9,933 -51%
AW
829
ACG Wealth
Georgia
$1.6M +$26.4K +160 +2%
WSFS
830
Wilmington Savings Fund Society
Delaware
$1.6M +$58.6K +355 +4%
SB
831
Simmons Bank
Arkansas
$1.59M +$25.3K +153 +2%
IMRF
832
Illinois Municipal Retirement Fund
Illinois
$1.58M – – –
SFO
833
Stokes Family Office
Louisiana
$1.56M -$29.6K -179 -2%
CPSC
834
Carl P. Sherr & Co
Massachusetts
$1.55M +$165 +1 +0%
BAMF
835
BI Asset Management Fondsmaeglerselskab
Denmark
$1.54M – – –
MHIC
836
Marble Harbor Investment Counsel
Massachusetts
$1.53M – – –
AIP
837
Ameritas Investment Partners
Nebraska
$1.52M -$23.5K -142 -2%
TFS
838
TrustCore Financial Services
Tennessee
$1.52M +$165 +1 +0%
TPCW
839
TD Private Client Wealth
New York
$1.52M -$358K -2,168 -19%
WKWM
840
Walter & Keenan Wealth Management
Indiana
$1.52M – – –
BWM
841
Buckley Wealth Management
Nevada
$1.52M -$156K -945 -9%
RCAG
842
Rehmann Capital Advisory Group
Michigan
$1.51M -$45K -265 -3%
SCM
843
Snow Capital Management
Pennsylvania
$1.51M +$826 +5 +0.1%
BCPWM
844
Bradley & Co Private Wealth Management
Florida
$1.51M -$108K -652 -7%
CB
845
Community Bank
New York
$1.51M -$4.13K -25 -0.3%
LC
846
Lavaca Capital
Texas
$1.51M +$157K +951 +12%
BAS
847
Brown Advisory Securities
Maryland
$1.5M -$27.6K -167 -2%
GC
848
Grimes & Company
Massachusetts
$1.5M -$57K -345 -4%
SC
849
Savant Capital
Illinois
$1.5M +$23.1K +140 +2%
EAM
850
Erste Asset Management
Austria
$1.5M +$658K +4,008 +79%
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