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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 %
BG
1251
Benedetti & Gucer
Georgia
$519K -$12.6K -75 -2%
ICP
1252
Interchange Capital Partners
Pennsylvania
$519K -$2.85K -17 -0.5%
BOS
1253
Bingham Osborn & Scarborough
California
$519K +$11.1K +66 +2%
SNT
1254
Security National Trust
West Virginia
$518K – – –
PO
1255
Private Ocean
California
$515K +$1.34K +8 +0.3%
EB
1256
Eastern Bank
Massachusetts
$513K -$31.3K -187 -6%
KAM
1257
Knightsbridge Asset Management
California
$513K +$161K +963 +46%
APW
1258
Acima Private Wealth
Virginia
$512K – – –
DMBA
1259
Deseret Mutual Benefit Administrators
Utah
$511K -$211K -1,258 -29%
MCM
1260
Maryland Capital Management
Maryland
$511K -$78.8K -470 -13%
MFG
1261
Magnus Financial Group
New York
$510K +$670 +4 +0.1%
SS
1262
Simplicity Solutions
Minnesota
$508K +$98.3K +587 +24%
SRC
1263
Shufro Rose & Co
New York
$508K +$218K +1,300 +75%
MA
1264
Mezzasalma Advisors
New Jersey
$505K – – –
SKK
1265
Shepherd Kaplan Krochuk
Massachusetts
$503K -$16.8K -100 -3%
VCM
1266
Violich Capital Management
California
$503K – – –
APC
1267
Aspire Private Capital
North Carolina
$503K +$178K +1,061 +55%
LWMM
1268
Legacy Wealth Management (Mississippi)
Mississippi
$503K – – –
HA
1269
Herold Advisors
New York
$502K +$502K +3,000 New
MME
1270
Meag Munich Ergo
Germany
$501K -$3.16M -18,905 -86%
PHAM
1271
Palisades Hudson Asset Management
Florida
$501K – – –
5L
1272
55I LLC
Massachusetts
$501K +$501K +2,993 New
CCA
1273
Cadent Capital Advisors
Oklahoma
$500K +$167 +1 +0%
CPIG
1274
Chicago Partners Investment Group
Illinois
$499K -$7.62K -42 -2%
MBTD
1275
Mechanics Bank - Trust Department
California
$498K – – –
49 50
51
52 53