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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 %
BMC
1001
Beaton Management Company
Massachusetts
$969K +$370K +2,747 +62%
NB
1002
NBT Bank
New York
$968K -$9.09K -55 -0.9%
CS
1003
Cannell & Spears
New York
$967K – – –
PWP
1004
Principle Wealth Partners
Connecticut
$966K +$16.5K +100 +2%
IC
1005
Inscription Capital
Texas
$966K +$966K +5,844 New
OFS
1006
Oldfather Financial Services
Nebraska
$965K – – –
UFF
1007
USA Financial Formulas
Michigan
$964K -$572K -3,460 -37%
TH
1008
TCTC Holdings
Texas
$960K – – –
PTC
1009
Private Trust Company
Ohio
$959K -$47.1K -285 -5%
BWM
1010
BNC Wealth Management
Oregon
$959K +$959K +5,805 New
PC
1011
Pecaut & Co
Iowa
$953K – – –
FNBOSM
1012
First National Bank of South Miami
Florida
$950K +$12.2K +74 +1%
KWM
1013
Kingsview Wealth Management
Oregon
$946K +$82.3K +493 +10%
MIM
1014
Meridiem Investment Management
United Kingdom
$940K -$9.91K -60 -1%
TWI
1015
Thomas White International
Illinois
$938K – – –
LSAG
1016
Lake Street Advisors Group
New Hampshire
$925K +$6.74K +40 +0.7%
DAM
1017
Derbend Asset Management
Georgia
$925K +$925K +5,600 New
TMAM
1018
Tokio Marine Asset Management
Japan
$920K +$99.4K +601 +12%
LTI
1019
Laffer Tengler Investments
Tennessee
$917K -$255K -1,542 -22%
BP
1020
Ballentine Partners
Massachusetts
$915K +$51.4K +311 +6%
SBL
1021
Sargent Bickham Lagudis
Colorado
$903K -$53K -321 -6%
SCA
1022
Stonebridge Capital Advisors
Minnesota
$903K +$415K +2,721 +85%
BHIA
1023
Birch Hill Investment Advisors
Massachusetts
$901K – – –
CCM
1024
Coldstream Capital Management
Washington
$897K +$14.7K +89 +2%
WMC
1025
Westwood Management Corporation
Illinois
$892K – – –
39 40
41
42 43