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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 %
TYCC
1276
Texas Yale Capital Corp
Florida
$444K – – –
RWB
1277
RMR Wealth Builders
New Jersey
$443K -$187K -1,135 -30%
TSWM
1278
Triangle Securities Wealth Management
North Carolina
$442K – – –
CCG
1279
Cypress Capital Group
Florida
$441K – – –
CWM
1280
Cornerstone Wealth Management
Missouri
$440K -$4.29K -26 -1%
TI
1281
Trexquant Investment
Connecticut
$438K -$1.87M -11,300 -81%
OWA
1282
Outlook Wealth Advisors
Texas
$438K +$33K +200 +8%
SFG
1283
Summit Financial Group
West Virginia
$437K +$437K +2,645 New
IIC
1284
Integrated Investment Consultants
Michigan
$436K -$106K -642 -20%
QPWM
1285
Quadrant Private Wealth Management
Pennsylvania
$434K +$3.14K +19 +0.7%
BA
1286
Ballast Advisors
Minnesota
$433K – – –
PCMC
1287
Paragon Capital Management (Colorado)
Colorado
$432K – – –
PCH
1288
PGIM Custom Harvest
New Jersey
$431K +$3.47K +21 +0.8%
CBN
1289
Cadence Bank NA
Texas
$430K – – –
BG
1290
Bellevue Group
Switzerland
$430K – – –
NA
1291
Navellier & Associates
Nevada
$430K +$16.5K +100 +4%
SFI
1292
SPC Financial Inc
Maryland
$427K -$2.98K -18 -0.7%
FCM
1293
Fairbanks Capital Management
California
$427K +$826 +5 +0.2%
WANY
1294
Wealthspire Advisors (New York)
New York
$426K -$1.91M -11,548 -82%
QCM
1295
Quest Capital Management
Texas
$426K -$17.3K -105 -4%
SLA
1296
Silver Lake Advisory
Utah
$425K +$339 +2 +0.1%
MG
1297
Mather Group
Illinois
$424K +$495 +3 +0.1%
LSA
1298
L & S Advisors
California
$423K -$89.9K -545 -18%
NNP
1299
Nachman Norwood & Parrott
South Carolina
$423K -$165 -1 -0%
DSC
1300
Duncker Streett & Co
Missouri
$421K -$16.5K -100 -4%
50 51
52
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