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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 %
I
851
INVST
Indiana
$1.49M +$107K +630 +8%
JWCA
852
J.W. Coons Advisors
Ohio
$1.48M -$10.6K -64 -0.7%
BCM
853
Boltwood Capital Management
California
$1.48M – – –
JF
854
Jump Financial
Illinois
$1.48M -$591K -3,575 -29%
PA
855
Parallel Advisors
California
$1.47M +$136K +825 +10%
CG
856
Caprock Group
Idaho
$1.47M +$116K +700 +9%
GIA
857
Gateway Investment Advisers
Ohio
$1.46M -$82K -496 -5%
PAM
858
Palisade Asset Management
Minnesota
$1.46M – – –
NAM
859
NTV Asset Management
West Virginia
$1.46M -$33K -200 -2%
TFCM
860
Taylor Frigon Capital Management
Arizona
$1.45M +$92.5K +560 +7%
AC
861
Allstate Corporation
Illinois
$1.44M -$183K -1,108 -11%
CFFP
862
Center for Financial Planning
Michigan
$1.44M – – –
ANRIA
863
American National Registered Investment Advisor
Texas
$1.44M -$116K -700 -7%
SHWM
864
Silicon Hills Wealth Management
Texas
$1.44M +$51.9K +314 +4%
EW
865
Evoke Wealth
California
$1.44M -$90.5K -548 -6%
BCM
866
Brookstone Capital Management
Illinois
$1.44M +$1.44M +8,329 New
TIM
867
Thompson Investment Management
Wisconsin
$1.44M – – –
FNBT
868
FineMark National Bank & Trust
Florida
$1.43M -$107K -649 -7%
AWC
869
Abundance Wealth Counselors
Pennsylvania
$1.43M -$220K -1,334 -13%
EWM
870
Evermay Wealth Management
Virginia
$1.42M -$39.6K -240 -3%
IC
871
IEQ Capital
California
$1.41M +$369K +2,233 +35%
CBA
872
Coastal Bridge Advisors
Connecticut
$1.4M +$167K +1,008 +13%
FB
873
Fulton Bank
Pennsylvania
$1.4M +$5.13K +31 +0.4%
EHC
874
Everett Harris & Co
California
$1.4M – – –
OWP
875
Obermeyer Wealth Partners
Colorado
$1.39M – – –
33 34
35
36 37