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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 %
CA
976
Commerzbank Aktiengesellschaft
Germany
$1.03M -$82.6K -500 -7%
WA
977
WealthTrust Axiom
Pennsylvania
$1.01M – – –
CIA
978
Capital Investment Advisors
Georgia
$1.01M +$25.4K +154 +3%
PT
979
Plimoth Trust
Massachusetts
$1.01M -$71.9K -435 -7%
MFG
980
Monte Financial Group
Connecticut
$1.01M -$162K -979 -14%
RA
981
RFG Advisory
Alabama
$1M -$92K -557 -8%
BHBT
982
Burke & Herbert Bank & Trust
Virginia
$1M – – –
CCA
983
Checchi Capital Advisers
California
$996K -$112K -680 -10%
TC
984
Telemus Capital
Michigan
$995K – – –
DWM
985
Doyle Wealth Management
Florida
$995K +$42.5K +257 +4%
VRM
986
Vectors Research Management
New York
$992K -$4.46K -27 -0.4%
HC
987
HNP Capital
New York
$992K -$4.46K -27 -0.4%
CWP
988
Capital Wealth Planning
Florida
$991K -$82.7K -500 -8%
WC
989
Weil Company
California
$991K – – –
SRC
990
Sage Rhino Capital
California
$989K -$145K -879 -13%
LWANC
991
Laurel Wealth Advisors (North Carolina)
North Carolina
$989K -$4.13K -25 -0.4%
RMC
992
Resources Management Corp
Connecticut
$987K – – –
BAM
993
Boyar Asset Management
New York
$986K – – –
CGL
994
Clarius Group LLC
Washington
$984K +$16.2K +98 +2%
TAM
995
Trust Asset Management
Texas
$983K +$111K +674 +13%
SCI
996
Stableford Capital II
Arizona
$980K -$1.47M -8,874 -60%
WA
997
Wealth Alliance
New York
$977K +$101K +611 +12%
COF
998
Capital One Financial
Virginia
$976K – – –
SCI
999
S&CO Inc
Massachusetts
$974K – – –
GFG
1000
Greystone Financial Group
Michigan
$973K +$31.4K +190 +3%
38 39
40
41 42