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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 %
FWCM
1176
Ferguson Wellman Capital Management
Oregon
$581K -$12.4K -75 -2%
MCM
1177
Maryland Capital Management
Maryland
$581K +$81.7K +495 +16%
BIM
1178
Barton Investment Management
Pennsylvania
$578K -$20.6K -125 -3%
WP
1179
WMS Partners
Maryland
$577K +$330 +2 +0.1%
RI
1180
Ridgewood Investments
New Jersey
$576K +$41.3K +250 +8%
CCC
1181
Crescent Capital Consulting
Louisiana
$575K – – –
PA
1182
PFG Advisors
Arizona
$575K +$66.6K +403 +13%
GWM
1183
Gitterman Wealth Management
New Jersey
$574K – – –
BWP
1184
BSW Wealth Partners
Colorado
$573K +$81.8K +495 +17%
SWM
1185
SeaCrest Wealth Management
New York
$568K -$900K -5,443 -61%
AWA
1186
Arkadios Wealth Advisors
Georgia
$568K +$11.2K +68 +2%
FFA
1187
First Foundation Advisors
California
$568K +$34.4K +208 +6%
GBT
1188
Grove Bank & Trust
Florida
$564K -$2.48K -15 -0.4%
DWM
1189
Defined Wealth Management
Oregon
$564K – – –
BL
1190
Balentine LLC
Georgia
$564K +$30.9K +187 +6%
MWNA
1191
Marshall Wace North America
New York
$562K +$182K +1,100 +48%
GWMIA
1192
Global Wealth Management Investment Advisory
Florida
$558K -$12.1K -73 -2%
PIM
1193
Profit Investment Management
Maryland
$558K – – –
FCBT
1194
First Citizens Bank & Trust
North Carolina
$558K +$19.2K +116 +4%
ST
1195
Sentinel Trust
Texas
$558K +$558K +3,379 New
HFM
1196
Hartford Financial Management
Connecticut
$556K -$2.81K -17 -0.5%
RP
1197
Riverbridge Partners
Minnesota
$553K -$16.8K -102 -3%
SAM
1198
SignalPoint Asset Management
Missouri
$551K -$5.62K -34 -1%
CANC
1199
Culbertson A N & Co
Virginia
$549K +$23.9K +145 +5%
BRWM
1200
B. Riley Wealth Management
Tennessee
$548K -$192K -1,164 -26%
46 47
48
49 50