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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 %
CCM
1001
Compton Capital Management
Rhode Island
$1.03M -$46.1K -275 -4%
WA
1002
WealthTrust Axiom
Pennsylvania
$1.02M – – –
MOS
1003
MGO One Seven
Ohio
$1.02M +$200K +1,153 +24%
TH
1004
TCTC Holdings
Texas
$1.02M +$47.5K +284 +5%
ARMT
1005
Amica Retiree Medical Trust
Rhode Island
$1.02M -$277K -1,653 -21%
PTC
1006
Private Trust Company
Ohio
$1.02M +$44.1K +263 +5%
DCM
1007
Dupont Capital Management
Delaware
$1.02M -$979K -5,846 -49%
CCIA
1008
Campbell & Co Investment Adviser
Maryland
$1.01M +$1.01M +6,050 New
CGL
1009
Clarius Group LLC
Washington
$1.01M +$15.4K +92 +2%
SB
1010
Sunflower Bank
Texas
$1.01M -$95.7K -571 -9%
SCI
1011
Stableford Capital II
Arizona
$1.01M -$7.54K -44 -0.7%
DWM
1012
Doyle Wealth Management
Florida
$1.01M +$670 +4 +0.1%
BHBT
1013
Burke & Herbert Bank & Trust
Virginia
$1.01M -$9.21K -55 -0.9%
SRC
1014
Sage Rhino Capital
California
$1.01M +$4.53K +27 +0.5%
MFG
1015
Monte Financial Group
Connecticut
$1.01M -$12.2K -73 -1%
WC
1016
Weil Company
California
$1.01M – – –
BAM
1017
Boyar Asset Management
New York
$1M – – –
NB
1018
NBT Bank
New York
$991K +$10.2K +61 +1%
DAM
1019
Derbend Asset Management
Georgia
$990K +$51.6K +308 +6%
LWANC
1020
Laurel Wealth Advisors (North Carolina)
North Carolina
$989K -$13.4K -80 -1%
COF
1021
Capital One Financial
Virginia
$989K – – –
EDRH
1022
Edmond de Rothschild Holding
Switzerland
$989K +$252K +1,503 +34%
SCI
1023
S&CO Inc
Massachusetts
$988K – – –
FNBOSM
1024
First National Bank of South Miami
Florida
$988K +$25.1K +150 +3%
FFN
1025
Focus Financial Network
Minnesota
$986K +$88K +525 +10%
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