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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 %
BJL
1101
Brighton Jones LLC
Washington
$776K +$68K +406 +10%
SC
1102
Schulhoff & Co
Ohio
$774K – – –
AL
1103
Aspiriant LLC
California
$771K -$669 -4 -0.1%
LA
1104
Legacy Advisors
Pennsylvania
$771K +$670 +4 +0.1%
LIM
1105
Leavell Investment Management
Alabama
$771K +$3.02K +18 +0.4%
FLPIM
1106
F.L. Putnam Investment Management
Massachusetts
$769K -$15.7K -94 -2%
SIG
1107
Sargent Investment Group
Maryland
$768K – – –
FNBOH
1108
First National Bank of Hutchinson
Kansas
$768K +$4.86K +29 +0.6%
TWA
1109
TCI Wealth Advisors
Arizona
$759K +$5.19K +31 +0.7%
BA
1110
Birinyi Associates
Connecticut
$759K +$83.8K +500 +12%
YWP
1111
YorkBridge Wealth Partners
New York
$758K -$22.8K -136 -3%
EWM
1112
Evermay Wealth Management
Virginia
$752K -$687K -4,100 -48%
ST
1113
Spinnaker Trust
Maine
$748K -$6.04K -36 -0.8%
BMC
1114
Beaton Management Company
Massachusetts
$747K -$461K -2,747 -38%
CWS
1115
Cypress Wealth Services
California
$745K -$3.35K -20 -0.4%
AFG
1116
Allegheny Financial Group
Pennsylvania
$739K -$14.6K -87 -2%
GC
1117
GFG Capital
Florida
$738K – – –
PHS
1118
Pekin Hardy Strauss
Illinois
$733K +$19.3K +115 +3%
IA
1119
IFG Advisors
Missouri
$732K +$1.84K +11 +0.3%
BMA
1120
Brooks Moore & Associates
Tennessee
$731K – – –
RWM
1121
Ritholtz Wealth Management
New York
$730K +$63.3K +378 +9%
AB
1122
Atlas Brown
Kentucky
$729K +$20.9K +125 +3%
IC
1123
Intersect Capital
California
$727K +$28.3K +169 +4%
SWM
1124
Spire Wealth Management
Virginia
$726K +$20.1K +120 +3%
H
1125
HoyleCohen
California
$722K -$8.38K -50 -1%
43 44
45
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