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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 %
IA
1101
IFG Advisors
Missouri
$720K +$1.98K +12 +0.3%
RSWM
1102
Robertson Stephens Wealth Management
California
$715K -$102K -618 -12%
DMBA
1103
Deseret Mutual Benefit Administrators
Utah
$712K +$712K +4,308 New
LWM
1104
Lyell Wealth Management
California
$711K +$14.2K +86 +2%
PWPS
1105
Pinnacle Wealth Planning Services
Ohio
$708K -$2.15K -13 -0.3%
PTP
1106
Platform Technology Partners
New York
$708K +$708K +4,286 New
PHS
1107
Pekin Hardy Strauss
Illinois
$704K -$3.31K -20 -0.5%
ECM
1108
Estabrook Capital Management
New York
$703K -$16.5K -100 -2%
SIA
1109
SkyView Investment Advisors
New Jersey
$701K – – –
BJL
1110
Brighton Jones LLC
Washington
$698K -$176K -1,065 -20%
AB
1111
Atlas Brown
Kentucky
$698K – – –
SWM
1112
Spire Wealth Management
Virginia
$697K -$608K -3,674 -47%
BDFN
1113
Bond & Devick Financial Network
Minnesota
$697K -$16.5K -100 -2%
TAM
1114
Trillium Asset Management
Massachusetts
$695K +$402K +2,436 +137%
IC
1115
Intersect Capital
California
$689K +$47.4K +287 +7%
SVWAG
1116
Sound View Wealth Advisors Group
Georgia
$686K -$64.9K -393 -9%
KFS
1117
Kurt F. Somerville
$686K -$24.8K -150 -3%
SIA
1118
Strategic Investment Advisors
Michigan
$685K +$202K +1,225 +42%
HBT
1119
Hills Bank & Trust
Iowa
$683K – – –
GSWM
1120
Golden State Wealth Management
California
$680K +$1.98K +12 +0.3%
KA
1121
Kovack Advisors
Florida
$678K +$46.8K +283 +7%
SF
1122
Symphony Financial
Texas
$675K -$33.7K -204 -5%
SAM
1123
Strategy Asset Managers
California
$674K +$194K +1,171 +40%
CSPAM
1124
Cary Street Partners Asset Management
Virginia
$673K -$9.12M -55,183 -93%
PGAM
1125
Princeton Global Asset Management
New Jersey
$672K – – –
43 44
45
46 47