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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 %
CAG
901
Csenge Advisory Group
Florida
$1.38M +$1.22K +7 +0.1%
EM
902
Excalibur Management
Massachusetts
$1.37M -$2.85K -17 -0.2%
DWM
903
Dakota Wealth Management
Florida
$1.36M -$425K -2,535 -24%
BWM
904
Buckley Wealth Management
Nevada
$1.36M -$174K -1,039 -11%
FCI
905
Financial Counselors Inc
Kansas
$1.36M +$156K +930 +13%
HCMG
906
Howard Capital Management Group
California
$1.36M +$28K +167 +2%
Canada Life
907
Canada Life
Manitoba, Canada
$1.36M -$15.7M -93,266 -92%
KW
908
KWB Wealth
California
$1.35M +$49.8K +297 +4%
RMAM
909
Raab & Moskowitz Asset Management
New Jersey
$1.35M -$3.02K -18 -0.2%
EAM
910
Erste Asset Management
Austria
$1.35M -$217K -1,264 -14%
MAM
911
Meeder Asset Management
Ohio
$1.34M -$291K -1,738 -18%
MSAM
912
Moloney Securities Asset Management
Missouri
$1.34M +$37.7K +225 +3%
IA
913
Insight Advisors
Pennsylvania
$1.33M -$2.07K -12 -0.2%
WSC
914
Wellington Shields & Co
New York
$1.32M -$15.1K -90 -1%
ST
915
Smithfield Trust
Pennsylvania
$1.32M – – –
JI
916
Jeereddi Investments
California
$1.31M – – –
WANY
917
Wealthspire Advisors (New York)
New York
$1.31M +$877K +5,237 +203%
BSA
918
Braun Stacey Associates
New York
$1.31M +$151K +900 +13%
P
919
Pitcairn
Pennsylvania
$1.3M -$27.8K -166 -2%
S
920
SignatureFD
Georgia
$1.3M +$185K +1,104 +17%
BIC
921
Beach Investment Counsel
Pennsylvania
$1.3M – – –
PP
922
Patten & Patten
Tennessee
$1.29M -$47.2K -282 -4%
SWA
923
SOA Wealth Advisors
New York
$1.29M +$1.51K +9 +0.1%
OIA
924
OneDigital Investment Advisors
Kansas
$1.28M -$16.7K -100 -1%
Cerity Partners
925
Cerity Partners
New York
$1.27M +$42.4K +253 +3%
35 36
37
38 39