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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 %
TCOT
926
Trust Company of Toledo
Ohio
$1.19M -$1.32K -8 -0.1%
MAA
927
Mraz Amerine & Associates
California
$1.19M -$16K -97 -1%
BOH
928
Bank of Hawaii
Hawaii
$1.19M -$137K -829 -10%
FCI
929
Financial Counselors Inc
Kansas
$1.19M +$18.5K +112 +2%
LFAS
930
Level Four Advisory Services
Texas
$1.17M +$416K +2,515 +55%
DPIM
931
Duff & Phelps Investment Management
Illinois
$1.17M -$103K -625 -8%
VST
932
Van Strum & Towne
California
$1.17M – – –
CCM
933
Cullen Capital Management
New York
$1.17M +$115K +697 +11%
OPS
934
Orion Portfolio Solutions
Nebraska
$1.17M +$307K +1,857 +36%
GRP
935
Global Retirement Partners
California
$1.16M -$47.6K -288 -4%
RIM
936
Regent Investment Management
Kentucky
$1.16M – – –
CMANY
937
Capital Management Associates (New York)
New York
$1.16M -$16.5K -100 -1%
FMLI
938
Fukoku Mutual Life Insurance
Japan
$1.16M +$496K +3,000 +75%
BA
939
Bridgewater Advisors
New York
$1.15M +$193K +1,170 +20%
VC
940
Veracity Capital
Georgia
$1.15M -$1.14M -6,913 -50%
CIA
941
Citadel Investment Advisory
Ohio
$1.15M – – –
BSA
942
Braun Stacey Associates
New York
$1.14M +$194K +1,175 +21%
KPW
943
Kore Private Wealth
New York
$1.14M +$499K +3,023 +78%
WIC
944
Whitegate Investment Counselors
New Hampshire
$1.13M -$661 -4 -0.1%
JWCA
945
J.W. Cole Advisors
Florida
$1.13M +$46.1K +279 +4%
DBT
946
Dubuque Bank & Trust
Iowa
$1.12M +$132K +801 +13%
LDB
947
Lee, Danner & Bass
Tennessee
$1.12M – – –
ML
948
McAdam LLC
Pennsylvania
$1.12M -$98.3K -572 -8%
GPFA
949
Game Plan Financial Advisors
Ohio
$1.11M -$4.13K -25 -0.4%
KW
950
KWB Wealth
California
$1.1M – – –
36 37
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