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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 %
HPC
1201
Hobart Private Capital
North Carolina
$546K -$42.1K -255 -7%
KFA
1202
Krane Funds Advisors
New York
$545K +$545K +3,296 New
BCM
1203
BTR Capital Management
California
$544K -$24.8K -150 -4%
SIC
1204
Salem Investment Counselors
North Carolina
$544K -$8.26K -50 -1%
EIP
1205
Ellis Investment Partners
Pennsylvania
$543K +$21.4K +130 +4%
SCA
1206
Snowden Capital Advisors
New York
$543K +$66.6K +403 +14%
EB
1207
Eastern Bank
Massachusetts
$536K -$99K -600 -16%
DC
1208
Derby & Company
Massachusetts
$535K – – –
CYG
1209
Clean Yield Group
Vermont
$534K – – –
Carson Wealth (CWM LLC)
1210
Carson Wealth (CWM LLC)
Nebraska
$531K – – –
WIM
1211
Wittenberg Investment Management
Massachusetts
$530K – – –
ERIM
1212
Eagle Ridge Investment Management
Connecticut
$529K – – –
TCM
1213
Triumph Capital Management
Colorado
$529K +$529K +3,066 New
NP
1214
NorthRock Partners
Minnesota
$528K -$16.4K -99 -3%
HWA
1215
Heritage Wealth Advisors
Virginia
$524K – – –
BG
1216
Benedetti & Gucer
Georgia
$524K +$9.91K +60 +2%
SMH
1217
Sanders Morris Harris
Texas
$523K +$6.79K +40 +1%
ATFA
1218
All Terrain Financial Advisors
Minnesota
$522K – – –
CP
1219
Cumberland Partners
Ontario, Canada
$521K -$122K -740 -19%
AC
1220
Abbrea Capital
California
$520K +$37.2K +225 +8%
SNT
1221
Security National Trust
West Virginia
$518K -$19.7K -119 -4%
SFO
1222
Standard Family Office
South Dakota
$517K +$99.1K +600 +24%
GLLW
1223
Graves Light Lenhart Wealth
Virginia
$516K -$14.9K -90 -3%
OAM
1224
Optimal Asset Management
California
$516K – – –
ICP
1225
Interchange Capital Partners
Pennsylvania
$515K -$144K -872 -22%
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