AXP icon

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 %
SWM
1176
SeaCrest Wealth Management
New York
$631K +$55.1K +329 +10%
SWA
1177
Sutton Wealth Advisors
Florida
$627K -$503 -3 -0.1%
AIM
1178
Acropolis Investment Management
Missouri
$622K -$13.4K -80 -2%
CI
1179
CX Institutional
Indiana
$622K +$1.34K +8 +0.2%
DIP
1180
DT Investment Partners
Pennsylvania
$621K +$414K +2,473 +200%
GFS
1181
GYL Financial Synergies
Connecticut
$620K +$3.52K +21 +0.6%
RCM
1182
RB Capital Management
Nevada
$618K +$1.68K +10 +0.3%
ASFA
1183
All Season Financial Advisors
Colorado
$618K +$366K +2,184 +145%
JWBC
1184
John W. Bristol & Co
New York
$615K – – –
RM
1185
Resource Management
Louisiana
$614K -$251K -1,496 -29%
V
1186
VeraBank
Texas
$612K -$48.6K -290 -7%
AI
1187
Accredited Investors
Minnesota
$611K -$22.5K -134 -4%
PTC
1188
Philadelphia Trust Company
Pennsylvania
$611K – – –
CP
1189
Cumberland Partners
Ontario, Canada
$611K +$83.7K +500 +16%
LJAC
1190
L.J. Altfest & Co
New York
$607K +$167 +1 +0%
AF
1191
Arrow Financial
New York
$606K -$25.1K -150 -4%
FP
1192
Factorial Partners
New York
$603K -$1.26M -7,500 -68%
CBN
1193
Cadence Bank NA
Texas
$603K +$167K +1,000 +38%
HCM
1194
Hall Capital Management
Rhode Island
$601K -$3.35K -20 -0.6%
AIM
1195
Aspen Investment Management
Michigan
$601K – – –
FMN
1196
Financial Management Network
California
$600K +$345 +2 +0.1%
FCBT
1197
First Citizens Bank & Trust
North Carolina
$594K +$28.6K +171 +5%
UAML
1198
US Asset Management LLC
Pennsylvania
$594K +$594K +3,544 New
PFS
1199
Prospera Financial Services
Texas
$593K -$75.5K -450 -11%
SIC
1200
Sigma Investment Counselors
Michigan
$591K – – –
46 47
48
49 50