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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 %
BAS
1151
Brown Advisory Securities
Maryland
$670K -$857K -5,103 -56%
ED
1152
Exane Derivatives
France
$666K -$53.1K -317 -7%
FCCM
1153
First City Capital Management
Georgia
$664K +$27.1K +162 +4%
BIM
1154
Baldwin Investment Management
Pennsylvania
$663K – – –
EFSCE
1155
Enterprise Financial Services Corp (EFSC)
Missouri
$662K +$570K +3,403 +623%
PGH
1156
Partners Group Holding
Switzerland
$659K +$659K +3,934 New
SVWAG
1157
Sound View Wealth Advisors Group
Georgia
$656K -$39K -233 -6%
TIS
1158
Tortoise Index Solutions
Kansas
$655K +$655K +3,911 New
DA
1159
Doliver Advisors
Texas
$654K +$50.6K +302 +8%
SC
1160
Saybrook Capital
North Carolina
$653K – – –
MWM
1161
Meridian Wealth Management
Kentucky
$653K +$5.03K +30 +0.8%
CSPAM
1162
Cary Street Partners Asset Management
Virginia
$652K -$30.5K -182 -4%
MIM
1163
MTM Investment Management
South Carolina
$652K +$12.6K +75 +2%
MIM
1164
Merrion Investment Management
New Jersey
$651K – – –
AWM
1165
Apollon Wealth Management
South Carolina
$651K +$284K +1,693 +77%
FPCG
1166
Fort Pitt Capital Group
Pennsylvania
$645K -$107K -642 -14%
SCM
1167
Stonebridge Capital Management
California
$644K – – –
CCT
1168
Chemung Canal Trust
New York
$643K -$3.18K -19 -0.5%
KA
1169
Kovack Advisors
Florida
$641K -$46.8K -279 -7%
OL
1170
Optas LLC
Texas
$639K -$2.35K -14 -0.4%
BMC
1171
Benin Management Corp
Connecticut
$636K -$10.1K -60 -2%
IIM
1172
Ipswich Investment Management
Massachusetts
$636K +$25.1K +150 +4%
TLP
1173
Trinity Legacy Partners
Texas
$634K +$9.21K +55 +1%
AWM
1174
Aries Wealth Management
Maine
$634K +$21.8K +130 +4%
CBT
1175
CoreFirst Bank & Trust
Kansas
$631K – – –
45 46
47
48 49