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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 %
CPIG
1251
Chicago Partners Investment Group
Illinois
$482K +$2.76K +16 +0.6%
RIG
1252
Roosevelt Investment Group
New York
$475K – – –
MGI
1253
MayTech Global Investments
New York
$474K – – –
PFGIA
1254
Patriot Financial Group Insurance Agency
Massachusetts
$473K +$93K +563 +24%
ME
1255
McIlrath & Eck
Washington
$472K -$141K -854 -23%
BST
1256
Bath Savings Trust
Maine
$468K – – –
ITIM
1257
Indiana Trust & Investment Management
Indiana
$468K +$6.76K +56 +1%
MMG
1258
Monetary Management Group
Missouri
$467K -$331K -2,000 -41%
PL
1259
Plancorp LLC
Missouri
$466K -$11.6K -70 -2%
FFBTD
1260
First Financial Bank - Trust Division
Ohio
$466K +$12.4K +75 +3%
AG
1261
Appleton Group
Wisconsin
$465K +$1.16K +7 +0.2%
BHB
1262
Bank Hapoalim BM
Israel
$464K – – –
WA
1263
Wealth Advisors
California
$463K – – –
ONB
1264
Old National Bancorp
Indiana
$461K -$226K -1,366 -33%
WCG
1265
Weaver Consulting Group
California
$460K +$17.7K +107 +4%
MAA
1266
Matrix Asset Advisors
New York
$459K -$14K -85 -3%
LBD
1267
Landsberg Bennett & Dubbaneh
Florida
$459K +$28.6K +174 +7%
SYBT
1268
Stock Yards Bank & Trust
Kentucky
$456K -$107K -650 -19%
PA
1269
Procyon Advisors
Connecticut
$453K +$111K +675 +33%
PI
1270
Putnam Investments
Massachusetts
$452K – – –
SFFS
1271
Stonehage Fleming Financial Services
Jersey
$450K – – –
OR
1272
Olympiad Research
Connecticut
$450K +$25.6K +155 +6%
CM
1273
Capula Management
Cayman Islands
$449K +$449K +2,727 New
NSIM
1274
North Star Investment Management
Illinois
$448K -$2.15K -13 -0.5%
WA
1275
Wealth Architects
California
$447K +$21K +127 +5%
49 50
51
52 53