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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 %
AF
1151
Arrow Financial
New York
$624K – – –
AI
1152
Accredited Investors
Minnesota
$624K +$23.1K +140 +4%
CBT
1153
CoreFirst Bank & Trust
Kansas
$622K – – –
SWA
1154
Sutton Wealth Advisors
Florida
$618K – – –
SLF
1155
Sun Life Financial
Ontario, Canada
$613K -$81K -490 -12%
CI
1156
CX Institutional
Indiana
$613K -$63K -381 -9%
EH
1157
Equitable Holdings
New York
$613K +$77.3K +468 +14%
OC
1158
Oakworth Capital
Alabama
$612K -$6.61K -40 -1%
IWM
1159
IHT Wealth Management
Illinois
$608K -$28.1K -170 -4%
CBT
1160
Central Bank & Trust
Kentucky
$608K -$6.94K -42 -1%
GFS
1161
GYL Financial Synergies
Connecticut
$608K +$165 +1 +0%
RCM
1162
RB Capital Management
Nevada
$608K +$7.44K +45 +1%
JWBC
1163
John W. Bristol & Co
New York
$606K – – –
AWM
1164
Aries Wealth Management
Maine
$604K +$24K +145 +4%
IIM
1165
Ipswich Investment Management
Massachusetts
$602K – – –
PTC
1166
Philadelphia Trust Company
Pennsylvania
$602K +$1.65K +10 +0.3%
LJAC
1167
L.J. Altfest & Co
New York
$599K +$331 +2 +0.1%
GAM
1168
Gotham Asset Management
New York
$596K +$357K +2,160 +149%
HCM
1169
Hall Capital Management
Rhode Island
$596K +$596K +3,605 New
DA
1170
Doliver Advisors
Texas
$595K -$206K -1,246 -26%
AIM
1171
Aspen Investment Management
Michigan
$593K – – –
LWAC
1172
Laurel Wealth Advisors (California)
California
$587K +$165 +1 +0%
SFA
1173
Semmax Financial Advisors
North Carolina
$587K +$15.5K +94 +3%
FMN
1174
Financial Management Network
California
$585K +$168 +1 +0%
SIC
1175
Sigma Investment Counselors
Michigan
$583K – – –
45 46
47
48 49