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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 %
S
951
SignatureFD
Georgia
$1.1M +$106K +640 +11%
AWA
952
Arete Wealth Advisors
Illinois
$1.1M -$1.38K -9 -0.1%
AC
953
Arjuna Capital
North Carolina
$1.09M +$1.09M +6,597 New
HH
954
Hilltop Holdings
Texas
$1.09M +$38.3K +232 +4%
SB
955
Sunflower Bank
Texas
$1.09M +$52K +315 +5%
SIM
956
Sentry Investment Management
Wisconsin
$1.09M – – –
LWAM
957
Legacy Wealth Asset Management
Minnesota
$1.09M -$12.4K -75 -1%
CPO
958
Cerity Partners OCIO
New York
$1.08M +$159K +961 +17%
MFW
959
Meristem Family Wealth
Minnesota
$1.08M +$207K +1,256 +24%
TCPWM
960
Traverso Chambers Private Wealth Management
California
$1.08M – – –
BAM
961
Belpointe Asset Management
Nevada
$1.08M -$41.6K -252 -4%
BB
962
Berkshire Bank
Massachusetts
$1.07M +$12.2K +74 +1%
GW
963
GW & Wade
Massachusetts
$1.07M -$52.9K -320 -5%
IWS
964
Insight Wealth Strategies
California
$1.06M -$38.2K -231 -3%
CCM
965
Compton Capital Management
Rhode Island
$1.06M -$8.26K -50 -0.8%
LHC
966
Little House Capital
Massachusetts
$1.06M +$1.06M +6,391 New
APW
967
Aurora Private Wealth
New Jersey
$1.05M +$34.7K +210 +3%
SP
968
Symmetry Partners
Connecticut
$1.05M – – –
DA
969
Duality Advisers
Florida
$1.04M +$633K +3,833 +156%
WB
970
WesBanco Bank
West Virginia
$1.04M -$173K -1,050 -14%
IWP
971
Icon Wealth Partners
Texas
$1.04M -$41.1K -249 -4%
UR
972
USCA RIA
Texas
$1.04M -$7.11K -43 -0.7%
BIA
973
Bigelow Investment Advisors
Maine
$1.03M – – –
PGWM
974
Parisi Gray Wealth Management
New Jersey
$1.03M +$2.64K +16 +0.3%
LNB
975
Ledyard National Bank
$1.03M -$42.8K -259 -4%
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