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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 %
SBH
1051
Segall Bryant & Hamill
Illinois
$826K +$41.5K +251 +5%
AAM
1052
Arabesque Asset Management
United Kingdom
$826K +$826K +5,000 New
LRPA
1053
L. Roy Papp & Associates
Arizona
$825K – – –
AIC
1054
Ameritas Investment Company
Nebraska
$823K -$326K -1,291 -28%
SCA
1055
Sippican Capital Advisors
Massachusetts
$822K -$4.13K -25 -0.5%
BTWM
1056
Baker Tilly Wealth Management
Wisconsin
$819K +$54.2K +328 +7%
MWM
1057
Mission Wealth Management
California
$817K -$29.1K -176 -3%
DI
1058
Diligent Investors
California
$817K -$6.61K -40 -0.8%
BAAM
1059
Baker Avenue Asset Management
California
$816K +$67.2K +407 +9%
EAM
1060
Evanson Asset Management
California
$815K -$11.1K -67 -1%
BFC
1061
Bedel Financial Consulting
Indiana
$814K -$3.14K -19 -0.4%
GA
1062
GoalVest Advisory
New York
$814K +$145K +878 +22%
DW
1063
Domani Wealth
Pennsylvania
$807K -$496K -3,000 -38%
WA
1064
WBH Advisory
Maryland
$804K -$8.29K -48 -1%
MAM
1065
Madison Asset Management
Wisconsin
$801K +$1.49K +9 +0.2%
AIM
1066
Alhambra Investment Management
Florida
$798K – – –
Verition Fund Management
1067
Verition Fund Management
Connecticut
$795K -$270K -1,636 -25%
AF
1068
Advisornet Financial
Minnesota
$793K +$661 +4 +0.1%
SAM
1069
S.A. Mason
Michigan
$792K – – –
AFC
1070
AFT Forsyth & Company
Florida
$791K -$12.4K -75 -2%
MOS
1071
MGO One Seven
Ohio
$784K +$83.8K +507 +12%
AMC
1072
Asset Management Corp
Illinois
$783K -$206K -1,246 -21%
TCM
1073
Tufton Capital Management
Maryland
$782K – – –
PAS
1074
Park Avenue Securities
New York
$782K +$68.4K +414 +10%
FLPIM
1075
F.L. Putnam Investment Management
Massachusetts
$774K -$1.26M -7,600 -62%
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