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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 %
PWPS
1126
Pinnacle Wealth Planning Services
Ohio
$722K +$4.36K +26 +0.6%
LWM
1127
Lyell Wealth Management
California
$721K – – –
RSWM
1128
Robertson Stephens Wealth Management
California
$714K -$10.7K -64 -1%
ECM
1129
Estabrook Capital Management
New York
$713K – – –
CANC
1130
Culbertson A N & Co
Virginia
$711K +$154K +920 +28%
AMC
1131
Asset Management Corp
Illinois
$710K -$83.6K -499 -11%
BFM
1132
Boston Financial Management
Massachusetts
$710K -$54.4K -325 -7%
GP
1133
Girard Partners
Pennsylvania
$710K +$311K +1,854 +78%
TAM
1134
Trillium Asset Management
Massachusetts
$704K -$1.01K -6 -0.1%
PTP
1135
Platform Technology Partners
New York
$701K -$17.4K -104 -2%
KFS
1136
Kurt F. Somerville
$696K – – –
PIM
1137
Perpetual Investment Management
Australia
$696K +$402K +2,402 +137%
HBT
1138
Hills Bank & Trust
Iowa
$692K – – –
OC
1139
Oakworth Capital
Alabama
$692K +$71.7K +428 +12%
BDFN
1140
Bond & Devick Financial Network
Minnesota
$690K -$16.8K -100 -2%
TCM
1141
Twin Capital Management
Pennsylvania
$690K +$690K +4,116 New
GSWM
1142
Golden State Wealth Management
California
$689K -$838 -5 -0.1%
BIP
1143
Blueprint Investment Partners
North Carolina
$688K +$304K +1,816 +79%
MGIA
1144
Moneta Group Investment Advisors
Missouri
$686K -$61.1K -365 -8%
FAFN
1145
First Affirmative Financial Network
Colorado
$686K +$686K +4,097 New
CA
1146
Centerpoint Advisors
Massachusetts
$683K +$3.68K +22 +0.5%
NP
1147
NorthRock Partners
Minnesota
$683K +$148K +884 +28%
BAM
1148
Beaumont Asset Management
Texas
$679K +$10K +60 +2%
LP
1149
LGL Partners
Pennsylvania
$677K +$167 +1 +0%
WCM
1150
Weik Capital Management
Pennsylvania
$676K +$37.7K +225 +6%
44 45
46
47 48