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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 %
IWS
976
Insight Wealth Strategies
California
$1.12M +$42.4K +253 +4%
CC
977
Centiva Capital
New York
$1.11M -$1.39M -8,303 -56%
TPCW
978
TD Private Client Wealth
New York
$1.11M -$430K -2,568 -28%
SP
979
Symmetry Partners
Connecticut
$1.11M – – –
IWP
980
Icon Wealth Partners
Texas
$1.11M +$55.3K +330 +5%
LWAM
981
Legacy Wealth Asset Management
Minnesota
$1.09M -$8.54K -51 -0.8%
TCPWM
982
Traverso Chambers Private Wealth Management
California
$1.09M – – –
TC
983
Telemus Capital
Michigan
$1.09M +$80K +478 +8%
PGWM
984
Parisi Gray Wealth Management
New Jersey
$1.09M +$2.61K +15 +0.2%
VWM
985
Venturi Wealth Management
Texas
$1.08M +$1.08M +6,461 New
ML
986
McAdam LLC
Pennsylvania
$1.08M -$10.4K -62 -1%
TAM
987
Trust Asset Management
Texas
$1.07M +$69.9K +417 +7%
SIA
988
Strategic Investment Advisors
Michigan
$1.06M +$369K +2,203 +53%
CWA
989
Core Wealth Advisors
Florida
$1.06M +$1.06M +6,342 +90,600%
CMANY
990
Capital Management Associates (New York)
New York
$1.06M -$110K -655 -9%
BCM
991
Barometer Capital Management
Ontario, Canada
$1.06M -$1.83M -10,940 -63%
GW
992
GW & Wade
Massachusetts
$1.06M -$23.9K -143 -2%
TMAM
993
Tokio Marine Asset Management
Japan
$1.06M +$123K +735 +13%
CIA
994
Capital Investment Advisors
Georgia
$1.05M +$25.6K +153 +3%
GIA
995
Gladstone Institutional Advisory
Florida
$1.05M -$333K -1,989 -24%
LNB
996
Ledyard National Bank
$1.04M -$837 -5 -0.1%
OFS
997
Oldfather Financial Services
Nebraska
$1.04M – – –
CCA
998
Checchi Capital Advisers
California
$1.03M +$21.5K +128 +2%
LA
999
LVW Advisors
New York
$1.03M +$396K +2,361 +62%
MAM
1000
Morse Asset Management
Connecticut
$1.03M +$168K +1,000 +19%
38 39
40
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