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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 %
LTI
876
Laffer Tengler Investments
Tennessee
$1.48M +$549K +3,279 +59%
GC
877
Grimes & Company
Massachusetts
$1.47M -$43.9K -262 -3%
CFFP
878
Center for Financial Planning
Michigan
$1.46M – – –
NAM
879
NTV Asset Management
West Virginia
$1.46M -$16.8K -100 -1%
GIA
880
Gateway Investment Advisers
Ohio
$1.46M -$21.9K -131 -1%
BCM
881
Brookstone Capital Management
Illinois
$1.46M +$51.8K +307 +4%
ANRIA
882
American National Registered Investment Advisor
Texas
$1.46M -$5.36K -32 -0.4%
OWP
883
Obermeyer Wealth Partners
Colorado
$1.46M +$50.3K +300 +4%
CB
884
Community Bank
New York
$1.45M -$83.3K -497 -5%
FNBT
885
FineMark National Bank & Trust
Florida
$1.44M -$7.37K -44 -0.5%
EHC
886
Everett Harris & Co
California
$1.43M +$16.8K +100 +1%
LC
887
Lavaca Capital
Texas
$1.43M -$100K -599 -7%
CBA
888
Coastal Bridge Advisors
Connecticut
$1.42M +$1.34K +8 +0.1%
FB
889
Fulton Bank
Pennsylvania
$1.42M – – –
EW
890
Evoke Wealth
California
$1.42M -$38.7K -231 -3%
QCG
891
Quadrant Capital Group
Ohio
$1.42M +$23.5K +140 +2%
ABC
892
Associated Banc-Corp
Wisconsin
$1.4M -$472K -2,819 -25%
GWM
893
Geneos Wealth Management
Colorado
$1.4M +$6.26K +36 +0.5%
EF
894
Empirical Finance
Pennsylvania
$1.4M +$75.9K +453 +6%
ANB
895
Amarillo National Bank
Texas
$1.39M – – –
AAM
896
Auxier Asset Management
Oregon
$1.39M – – –
SAM
897
Strategy Asset Managers
California
$1.39M +$707K +4,221 +104%
MAFM
898
Mid Atlantic Financial Management
Pennsylvania
$1.39M +$5.7K +34 +0.4%
FA
899
FDx Advisors
Illinois
$1.38M -$1.41M -8,400 -51%
KS
900
Karpas Strategies
Connecticut
$1.38M – – –
34 35
36
37 38