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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 %
CC
1051
Constitution Capital
Connecticut
$880K – – –
BTWM
1052
Baker Tilly Wealth Management
Wisconsin
$879K +$47.9K +286 +6%
PGCM
1053
Prescott Group Capital Management
Oklahoma
$871K – – –
WB
1054
WesBanco Bank
West Virginia
$864K -$189K -1,126 -18%
Federated Hermes
1055
Federated Hermes
Pennsylvania
$863K -$484K -2,889 -36%
GRP
1056
Global Retirement Partners
California
$862K -$314K -1,872 -27%
S
1057
Seeyond
France
$856K -$893K -5,332 -51%
PCS
1058
Personal CFO Solutions
New Jersey
$856K -$22.1K -132 -3%
LCM
1059
Leisure Capital Management
California
$855K -$9.88K -59 -1%
SAM
1060
S.A. Mason
Michigan
$854K +$50.8K +303 +6%
SA
1061
Strategic Advisors
New York
$851K +$502 +3 +0.1%
LCS
1062
Levin Capital Strategies
New York
$848K – – –
GC
1063
Garde Capital
Washington
$840K -$26.1K -156 -3%
RCC
1064
Red Cedar Capital
Nebraska
$840K -$4.19K -25 -0.5%
AFC
1065
AFT Forsyth & Company
Florida
$838K +$36K +215 +4%
LRPA
1066
L. Roy Papp & Associates
Arizona
$837K – – –
FHA
1067
Flagship Harbor Advisors
Massachusetts
$835K – – –
IA
1068
IFP Advisors
Florida
$833K +$93.8K +557 +13%
MWM
1069
Mission Wealth Management
California
$831K +$1.84K +11 +0.2%
BFC
1070
Bedel Financial Consulting
Indiana
$827K +$1.01K +6 +0.1%
Koshinski Asset Management
1071
Koshinski Asset Management
Illinois
$825K +$75K +448 +10%
AIC
1072
Ameritas Investment Company
Nebraska
$824K +$277K +1,654 +51%
DI
1073
Diligent Investors
California
$817K – – –
ACM
1074
Advisors Capital Management
New Jersey
$817K +$175K +1,042 +27%
TW
1075
Transform Wealth
Colorado
$816K -$60.3K -360 -7%
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43
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