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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 %
ANB
876
Amarillo National Bank
Texas
$1.37M – – –
AAM
877
Auxier Asset Management
Oregon
$1.37M -$41.3K -250 -3%
QCG
878
Quadrant Capital Group
Ohio
$1.37M +$40K +242 +3%
MAFM
879
Mid Atlantic Financial Management
Pennsylvania
$1.36M +$13.5K +82 +1%
GIA
880
Gladstone Institutional Advisory
Florida
$1.36M +$60.8K +368 +5%
EM
881
Excalibur Management
Massachusetts
$1.36M – – –
GWM
882
Geneos Wealth Management
Colorado
$1.35M -$73.8K -438 -5%
AA
883
Argent Advisors
Louisiana
$1.35M +$1.98K +12 +0.1%
TI
884
Tidal Investments
Wisconsin
$1.34M +$355K +2,152 +36%
SAM
885
Sabadell Asset Management
Spain
$1.33M +$1.33M +8,058 New
RMAM
886
Raab & Moskowitz Asset Management
New Jersey
$1.33M -$97.5K -590 -7%
Federated Hermes
887
Federated Hermes
Pennsylvania
$1.33M +$167K +1,013 +14%
PP
888
Patten & Patten
Tennessee
$1.32M -$6.94K -42 -0.5%
WSC
889
Wellington Shields & Co
New York
$1.32M +$19.8K +120 +2%
CAG
890
Csenge Advisory Group
Florida
$1.32M -$16.2K -97 -1%
KS
891
Karpas Strategies
Connecticut
$1.31M – – –
HCMG
892
Howard Capital Management Group
California
$1.31M – – –
P
893
Pitcairn
Pennsylvania
$1.31M -$49.1K -297 -4%
IA
894
Insight Advisors
Pennsylvania
$1.31M -$31.7K -187 -2%
EF
895
Empirical Finance
Pennsylvania
$1.3M +$181K +1,094 +16%
JI
896
Jeereddi Investments
California
$1.3M -$538K -3,257 -29%
ST
897
Smithfield Trust
Pennsylvania
$1.3M -$219K -1,326 -14%
OIA
898
OneDigital Investment Advisors
Kansas
$1.28M +$157K +950 +14%
MSAM
899
Moloney Securities Asset Management
Missouri
$1.28M – – –
ARMT
900
Amica Retiree Medical Trust
Rhode Island
$1.28M -$726K -4,390 -36%
34 35
36
37 38