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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 %
VCAM
926
Van Cleef Asset Management
Ohio
$1.27M +$50.1K +299 +4%
IAMOG
927
Investors Asset Management of Georgia
Georgia
$1.27M – – –
JIC
928
Joel Isaacson & Co
New York
$1.27M +$1.01K +6 +0.1%
PSB
929
Piscataqua Savings Bank
New Hampshire
$1.26M – – –
AC
930
Allstate Corporation
Illinois
$1.25M -$209K -1,247 -14%
FPCP
931
Fort Point Capital Partners
California
$1.25M +$9.22K +55 +0.7%
TC
932
TownSquare Capital
Utah
$1.25M +$396K +2,364 +46%
NA
933
NewEdge Advisors
Louisiana
$1.25M -$405K -2,414 -24%
RA
934
RFG Advisory
Alabama
$1.24M +$226K +1,347 +22%
AWA
935
Arete Wealth Advisors
Illinois
$1.24M +$44.4K +266 +4%
ECM
936
Evergreen Capital Management
Washington
$1.24M +$4.86K +29 +0.4%
STC
937
Sarah T. Connolly
$1.24M – – –
IHL
938
Investment House LLC
California
$1.24M – – –
BFG
939
Beacon Financial Group
Texas
$1.23M -$20.1K -117 -2%
CAG
940
Crestwood Advisors Group
Massachusetts
$1.23M -$2.51K -15 -0.2%
JWCA
941
J.W. Cole Advisors
Florida
$1.22M +$81.3K +485 +7%
YIA
942
YHB Investment Advisors
Connecticut
$1.22M +$3.35K +20 +0.3%
MA
943
Mutual Advisors
Nebraska
$1.22M -$2.85K -17 -0.2%
BAM
944
Belpointe Asset Management
Nevada
$1.22M +$123K +736 +11%
BCM
945
Becker Capital Management
Oregon
$1.21M -$6.37K -38 -0.5%
CPO
946
Cerity Partners OCIO
New York
$1.21M +$119K +713 +11%
BIA
947
Bigelow Investment Advisors
Maine
$1.21M +$167K +997 +16%
MAA
948
Mraz Amerine & Associates
California
$1.21M – – –
BOH
949
Bank of Hawaii
Hawaii
$1.2M -$2.01K -12 -0.2%
TIM
950
Thompson Investment Management
Wisconsin
$1.19M -$265K -1,580 -18%
36 37
38
39 40