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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 %
YWP
1076
YorkBridge Wealth Partners
New York
$770K -$16.4K -99 -2%
RMCM
1077
Reynders McVeigh Capital Management
Massachusetts
$770K -$2.15K -13 -0.3%
MSA
1078
Marino Stram & Associates
Massachusetts
$770K +$495K +2,996 +180%
SW
1079
SteelPeak Wealth
California
$764K -$185K -1,120 -20%
SC
1080
Schulhoff & Co
Ohio
$764K -$4.13K -25 -0.5%
AL
1081
Aspiriant LLC
California
$761K -$1.48K -9 -0.2%
LA
1082
Legacy Advisors
Pennsylvania
$759K – – –
SIG
1083
Sargent Investment Group
Maryland
$757K – – –
BFM
1084
Boston Financial Management
Massachusetts
$754K -$57K -345 -7%
FNBOH
1085
First National Bank of Hutchinson
Kansas
$753K +$24K +145 +3%
PCM
1086
Prelude Capital Management
New York
$747K +$369K +2,233 +98%
FPCG
1087
Fort Pitt Capital Group
Pennsylvania
$743K -$78.2K -473 -10%
TWA
1088
TCI Wealth Advisors
Arizona
$743K -$23.5K -142 -3%
ST
1089
Spinnaker Trust
Maine
$743K -$3.63K -22 -0.5%
AFG
1090
Allegheny Financial Group
Pennsylvania
$743K +$7.43K +45 +1%
ED
1091
Exane Derivatives
France
$741K +$741K +4,292 New
Koshinski Asset Management
1092
Koshinski Asset Management
Illinois
$740K -$93.9K -568 -11%
CWS
1093
Cypress Wealth Services
California
$738K +$3.64K +22 +0.5%
MGIA
1094
Moneta Group Investment Advisors
Missouri
$737K +$47.8K +289 +7%
KFP
1095
KB Financial Partners
New Jersey
$732K +$73.7K +446 +11%
KFS
1096
Kelly Financial Services
Massachusetts
$730K +$725K +119,789 +15,720%
GC
1097
GFG Capital
Florida
$728K – – –
IA
1098
IFP Advisors
Florida
$727K +$56.8K +343 +8%
EDRH
1099
Edmond de Rothschild Holding
Switzerland
$727K +$251K +1,518 +53%
BMA
1100
Brooks Moore & Associates
Tennessee
$721K – – –
42 43
44
45 46