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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 %
PWA
1276
Phoenix Wealth Advisors
North Carolina
$498K +$5.36K +32 +1%
EFL
1277
ERn Financial LLC
Wisconsin
$495K +$495K +2,954 New
TLCM
1278
Twin Lakes Capital Management
California
$492K +$254K +1,518 +107%
PFGIA
1279
Patriot Financial Group Insurance Agency
Massachusetts
$487K +$7.37K +44 +2%
AC
1280
Abbrea Capital
California
$486K -$41.9K -250 -8%
SWMP
1281
Signature Wealth Management Partners
New Jersey
$485K -$33.5K -200 -6%
PTB
1282
Pioneer Trust Bank
Oregon
$485K -$6.53K -39 -1%
KA
1283
Kozak & Associates
Colorado
$485K +$485K +2,646 New
RIG
1284
Roosevelt Investment Group
New York
$481K – – –
PL
1285
Plancorp LLC
Missouri
$481K +$9.21K +55 +2%
MGI
1286
MayTech Global Investments
New York
$480K – – –
PAMP
1287
Polar Asset Management Partners
Ontario, Canada
$478K +$478K +2,852 New
ME
1288
McIlrath & Eck
Washington
$477K -$1.34K -8 -0.3%
ONB
1289
Old National Bancorp
Indiana
$475K +$8.04K +48 +2%
QPWM
1290
Quadrant Private Wealth Management
Pennsylvania
$475K +$34.7K +207 +8%
BST
1291
Bath Savings Trust
Maine
$474K – – –
FFBTD
1292
First Financial Bank - Trust Division
Ohio
$472K – – –
BHB
1293
Bank Hapoalim BM
Israel
$471K – – –
MAM
1294
McLean Asset Management
Virginia
$471K +$23.9K +132 +5%
WA
1295
Wealth Advisors
California
$470K – – –
WCG
1296
Weaver Consulting Group
California
$470K +$3.52K +21 +0.8%
SFA
1297
Sequoia Financial Advisors
Ohio
$469K -$431K -2,572 -48%
MIP
1298
Marietta Investment Partners
Wisconsin
$469K -$48.9K -292 -9%
PA
1299
Procyon Advisors
Connecticut
$467K +$6.88K +41 +1%
KFA
1300
Krane Funds Advisors
New York
$466K -$85.7K -512 -16%
50 51
52
53 54