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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 %
LS
851
Livforsakringsbolaget Skandia
Sweden
$1.6M -$301K -1,800 -16%
GG
852
Greenwood Gearhart
Arkansas
$1.59M -$136K -811 -8%
MFW
853
Meristem Family Wealth
Minnesota
$1.59M +$495K +2,952 +45%
JWCA
854
J.W. Coons Advisors
Ohio
$1.57M +$67K +400 +4%
MHIC
855
Marble Harbor Investment Counsel
Massachusetts
$1.55M – – –
SOAMC
856
Spirit of America Management Corp
New York
$1.55M -$168K -1,000 -10%
WKWM
857
Walter & Keenan Wealth Management
Indiana
$1.55M +$8.04K +48 +0.5%
LFRG
858
Lazard Frères Gestion
France
$1.55M – – –
SAM
859
Sabadell Asset Management
Spain
$1.54M +$193K +1,155 +14%
PA
860
Parallel Advisors
California
$1.54M +$48.9K +292 +3%
BFA
861
Beaumont Financial Advisors
Massachusetts
$1.54M -$109K -648 -7%
TFS
862
TrustCore Financial Services
Tennessee
$1.54M -$5.19K -31 -0.3%
WSFS
863
Wilmington Savings Fund Society
Delaware
$1.54M -$83.8K -500 -5%
BCPWM
864
Bradley & Co Private Wealth Management
Florida
$1.53M – – –
CG
865
Caprock Group
Idaho
$1.53M +$41.9K +250 +3%
SC
866
Savant Capital
Illinois
$1.53M +$12.6K +75 +0.8%
MC
867
Moors & Cabot
Massachusetts
$1.52M +$254K +1,515 +20%
SFO
868
Stokes Family Office
Louisiana
$1.52M -$57.5K -343 -4%
TFCM
869
Taylor Frigon Capital Management
Arizona
$1.52M +$43.2K +258 +3%
AIP
870
Ameritas Investment Partners
Nebraska
$1.51M -$37.4K -223 -2%
BCM
871
Boltwood Capital Management
California
$1.5M – – –
RCAG
872
Rehmann Capital Advisory Group
Michigan
$1.49M -$2.51K -15 -0.2%
AA
873
Argent Advisors
Louisiana
$1.48M +$118K +702 +9%
LWCFA
874
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.48M -$195K -1,164 -12%
PAM
875
Palisade Asset Management
Minnesota
$1.48M – – –
33 34
35
36 37