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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 %
TCOT
951
Trust Company of Toledo
Ohio
$1.19M -$20.1K -120 -2%
VST
952
Van Strum & Towne
California
$1.18M -$4.19K -25 -0.4%
SBH
953
Segall Bryant & Hamill
Illinois
$1.18M +$347K +2,070 +41%
CI
954
Conning Inc
Connecticut
$1.18M -$104K -620 -8%
KPW
955
Kore Private Wealth
New York
$1.18M +$21.8K +130 +2%
DBT
956
Dubuque Bank & Trust
Iowa
$1.18M +$37.2K +222 +3%
RIM
957
Regent Investment Management
Kentucky
$1.18M – – –
CT
958
Coastline Trust
Rhode Island
$1.17M -$57.8K -345 -5%
OFS
959
Orrstown Financial Services
Pennsylvania
$1.16M -$105K -628 -8%
AC
960
Arjuna Capital
North Carolina
$1.16M +$58.8K +351 +5%
BA
961
Bridgewater Advisors
New York
$1.16M – – –
CSPIA
962
Cary Street Partners Investment Advisory
Virginia
$1.16M -$59.8K -357 -5%
CIA
963
Citadel Investment Advisory
Ohio
$1.16M – – –
DPIM
964
Duff & Phelps Investment Management
Illinois
$1.16M -$27.6K -165 -2%
VC
965
Veracity Capital
Georgia
$1.16M -$5.7K -34 -0.5%
LHC
966
Little House Capital
Massachusetts
$1.16M +$84.7K +506 +8%
BWM
967
BNC Wealth Management
Oregon
$1.15M +$177K +1,055 +18%
WIC
968
Whitegate Investment Counselors
New Hampshire
$1.15M – – –
HH
969
Hilltop Holdings
Texas
$1.14M +$37.9K +226 +3%
LDB
970
Lee, Danner & Bass
Tennessee
$1.14M – – –
SCM
971
Stevens Capital Management
Pennsylvania
$1.14M +$1.14M +6,783 New
QI
972
Qtron Investments
Massachusetts
$1.13M +$883K +5,271 +351%
APW
973
Aurora Private Wealth
New Jersey
$1.13M +$65.3K +390 +6%
GPFA
974
Game Plan Financial Advisors
Ohio
$1.13M – – –
BB
975
Berkshire Bank
Massachusetts
$1.13M +$37K +221 +3%
37 38
39
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