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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 %
MAM
1301
McLean Asset Management
Virginia
$420K +$30.6K +180 +8%
SMA
1302
Sage Mountain Advisors
Georgia
$419K +$19.2K +116 +5%
HIM
1303
Harbour Investment Management
Washington
$418K – – –
BSB
1304
Bangor Savings Bank
Maine
$417K – – –
RHAM
1305
Round Hill Asset Management
California
$417K – – –
BOPW
1306
Brandywine Oak Private Wealth
Pennsylvania
$415K -$1.15K -7 -0.3%
WPW
1307
Waldron Private Wealth
Pennsylvania
$414K -$13.9K -84 -3%
ACM
1308
AUA Capital Management
Pennsylvania
$413K -$82.6K -500 -17%
FBT
1309
First Bankers Trust
Kentucky
$413K -$33K -200 -7%
AC
1310
Addison Capital
Pennsylvania
$412K – – –
MFA
1311
Mayflower Financial Advisors
Massachusetts
$412K +$6.94K +42 +2%
OPPTF
1312
OPSEU Pension Plan Trust Fund
Ontario, Canada
$411K +$411K +2,437 New
PG
1313
Patten Group
Tennessee
$410K – – –
SPWG
1314
Sage Private Wealth Group
Illinois
$410K +$661 +4 +0.2%
HCM
1315
Howard Capital Management
Georgia
$410K +$1.32K +19 +0.3%
XWM
1316
Xcel Wealth Management
Florida
$410K +$410K +2,479 New
PWM
1317
PRW Wealth Management
Massachusetts
$410K +$410K +2,480 New
FANJ
1318
Financial Architects (New Jersey)
New Jersey
$409K – – –
AWM
1319
Aberdeen Wealth Management
Illinois
$407K – – –
CHP
1320
Cable Hill Partners
Oregon
$406K +$4.96K +30 +1%
MS
1321
Madden Securities
Texas
$405K – – –
CFA
1322
Cahill Financial Advisors
Minnesota
$405K +$165 +1 +0%
RW
1323
REDW Wealth
New Mexico
$405K +$9.75K +59 +2%
SS
1324
Simplicity Solutions
Minnesota
$404K +$91.5K +554 +29%
HAIM
1325
Hunter Associates Investment Management
Pennsylvania
$400K -$169K -1,021 -30%
51 52
53
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