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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 %
TA
1026
Tiedemann Advisors
New York
$889K -$12.4K -75 -1%
SFA
1027
Sequoia Financial Advisors
Ohio
$888K +$62.2K +376 +8%
B
1028
Barings
North Carolina
$887K -$94.1K -570 -10%
FFN
1029
Focus Financial Network
Minnesota
$885K -$293K -1,773 -25%
BS
1030
Boenning & Scattergood
Pennsylvania
$885K – – –
VWA
1031
V Wealth Advisors
Kansas
$872K +$88.9K +538 +11%
Jennison Associates
1032
Jennison Associates
New York
$868K -$92K -557 -10%
CC
1033
Constitution Capital
Connecticut
$867K -$16.5K -100 -2%
PCS
1034
Personal CFO Solutions
New Jersey
$866K +$12.7K +77 +1%
TW
1035
Transform Wealth
Colorado
$865K -$130K -789 -13%
TC
1036
TownSquare Capital
Utah
$864K -$24.7K -146 -3%
PGCM
1037
Prescott Group Capital Management
Oklahoma
$857K – – –
GC
1038
Garde Capital
Washington
$854K – – –
LCM
1039
Leisure Capital Management
California
$853K -$991 -6 -0.1%
RM
1040
Resource Management
Louisiana
$853K +$248K +1,502 +41%
MAM
1041
Morse Asset Management
Connecticut
$849K – – –
PK
1042
Pflug Koory
Nebraska
$843K +$41.3K +250 +5%
WP
1043
WealthSource Partners
California
$841K +$217K +1,314 +35%
SA
1044
Strategic Advisors
New York
$839K -$11.4K -69 -1%
LCS
1045
Levin Capital Strategies
New York
$837K -$165K -1,000 -16%
FHA
1046
Flagship Harbor Advisors
Massachusetts
$835K -$2.64K -16 -0.3%
MCM
1047
Manchester Capital Management
Vermont
$834K – – –
RCC
1048
Red Cedar Capital
Nebraska
$833K – – –
PFBT
1049
Parkside Financial Bank & Trust
Missouri
$830K -$267K -1,618 -24%
LW
1050
Linscomb Wealth
Texas
$829K +$40.3K +244 +5%
40 41
42
43 44