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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 %
BIC
901
Beach Investment Counsel
Pennsylvania
$1.28M – – –
SWA
902
SOA Wealth Advisors
New York
$1.27M +$81.3K +492 +7%
OFS
903
Orrstown Financial Services
Pennsylvania
$1.27M -$66.6K -399 -5%
CI
904
Conning Inc
Connecticut
$1.26M -$172K -1,043 -12%
LFRG
905
Lazard Frères Gestion
France
$1.26M – – –
CLOS
906
Compagnie Lombard Odier SCmA
Switzerland
$1.26M +$516K +3,122 +70%
MC
907
Moors & Cabot
Massachusetts
$1.25M +$25.8K +156 +2%
IAMOG
908
Investors Asset Management of Georgia
Georgia
$1.25M -$49.6K -300 -4%
JIC
909
Joel Isaacson & Co
New York
$1.25M +$58.8K +356 +5%
WWM
910
Western Wealth Management
Colorado
$1.24M +$68.7K +418 +6%
PSB
911
Piscataqua Savings Bank
New Hampshire
$1.24M +$10.2K +62 +0.8%
BFG
912
Beacon Financial Group
Texas
$1.23M -$603K -3,571 -33%
IWC
913
Integrated Wealth Concepts
Massachusetts
$1.23M +$38.5K +233 +3%
FPCP
914
Fort Point Capital Partners
California
$1.23M – – –
STC
915
Sarah T. Connolly
$1.22M +$28.9K +175 +2%
ECM
916
Evergreen Capital Management
Washington
$1.22M -$17.7K -107 -1%
IHL
917
Investment House LLC
California
$1.22M – – –
Cerity Partners
918
Cerity Partners
New York
$1.22M +$27.6K +167 +2%
CAG
919
Crestwood Advisors Group
Massachusetts
$1.21M -$5.95K -36 -0.5%
VCAM
920
Van Cleef Asset Management
Ohio
$1.21M -$19.8K -120 -2%
CT
921
Coastline Trust
Rhode Island
$1.21M -$36.3K -220 -3%
CSPIA
922
Cary Street Partners Investment Advisory
Virginia
$1.21M +$800K +4,843 +198%
BCM
923
Becker Capital Management
Oregon
$1.2M +$23.8K +144 +2%
YIA
924
YHB Investment Advisors
Connecticut
$1.2M -$4.13K -25 -0.3%
MA
925
Mutual Advisors
Nebraska
$1.2M +$20.7K +125 +2%
35 36
37
38 39