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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 %
Qube Research & Technologies (QRT)
1026
Qube Research & Technologies (QRT)
United Kingdom
$985K +$985K +5,877 New
VRM
1027
Vectors Research Management
New York
$967K -$39K -233 -4%
HC
1028
HNP Capital
New York
$967K -$39K -233 -4%
PC
1029
Pecaut & Co
Iowa
$966K – – –
SIM
1030
Sentry Investment Management
Wisconsin
$963K -$141K -839 -13%
HCM
1031
Howard Capital Management
Georgia
$955K -$51.5K -303 -5%
CS
1032
Cannell & Spears
New York
$955K -$25.3K -151 -3%
PT
1033
Plimoth Trust
Massachusetts
$954K -$64.9K -388 -6%
MIM
1034
Meridiem Investment Management
United Kingdom
$953K – – –
CWP
1035
Capital Wealth Planning
Florida
$951K -$53.6K -320 -5%
TWI
1036
Thomas White International
Illinois
$951K – – –
BS
1037
Boenning & Scattergood
Pennsylvania
$939K +$41.7K +249 +5%
BHIA
1038
Birch Hill Investment Advisors
Massachusetts
$935K +$22.4K +134 +2%
RMC
1039
Resources Management Corp
Connecticut
$934K -$67K -400 -7%
SBL
1040
Sargent Bickham Lagudis
Colorado
$932K +$16.7K +100 +2%
UFF
1041
USA Financial Formulas
Michigan
$929K -$48.6K -290 -5%
WP
1042
WealthSource Partners
California
$914K +$61.8K +369 +7%
WA
1043
Wealth Alliance
New York
$909K -$81.1K -484 -8%
MCM
1044
Manchester Capital Management
Vermont
$909K +$63.6K +380 +8%
PWP
1045
Principle Wealth Partners
Connecticut
$908K -$71.2K -425 -7%
WMC
1046
Westwood Management Corporation
Illinois
$905K – – –
ER
1047
Enlightenment Research
Florida
$905K +$905K +5,400 New
VWA
1048
V Wealth Advisors
Kansas
$900K +$14.9K +89 +2%
OPS
1049
Orion Portfolio Solutions
Nebraska
$887K -$294K -1,755 -25%
MF
1050
Magnetar Financial
Illinois
$883K +$883K +5,269 New
40 41
42
43 44