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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 %
MAA
1301
Matrix Asset Advisors
New York
$465K – – –
PI
1302
Putnam Investments
Massachusetts
$461K – – –
NP
1303
Ninepoint Partners
Ontario, Canada
$461K +$461K +2,751 New
GAM
1304
Garrison Asset Management
Arkansas
$458K -$36.8K -220 -7%
NSIM
1305
North Star Investment Management
Illinois
$453K -$1.68K -10 -0.4%
SYBT
1306
Stock Yards Bank & Trust
Kentucky
$452K -$10.2K -61 -2%
TYCC
1307
Texas Yale Capital Corp
Florida
$451K – – –
TNB
1308
Thomasville National Bank
Georgia
$450K -$48.6K -290 -10%
CCA
1309
Childress Capital Advisors
Texas
$449K +$187K +1,116 +71%
TSWM
1310
Triangle Securities Wealth Management
North Carolina
$448K – – –
WA
1311
Wealth Architects
California
$447K -$5.86K -35 -1%
CCG
1312
Cypress Capital Group
Florida
$447K – – –
CWM
1313
Cornerstone Wealth Management
Missouri
$446K -$838 -5 -0.2%
AG
1314
AIA Group
Hong Kong
$446K +$129K +773 +41%
SFG
1315
Summit Financial Group
West Virginia
$443K – – –
IIC
1316
Integrated Investment Consultants
Michigan
$442K – – –
RWB
1317
RMR Wealth Builders
New Jersey
$441K -$8.38K -50 -2%
IAIM
1318
International Assets Investment Management
Florida
$440K -$52.7K -315 -11%
MFA
1319
Mayflower Financial Advisors
Massachusetts
$439K -$2.66K -15 -0.6%
BA
1320
Ballast Advisors
Minnesota
$439K -$335 -2 -0.1%
PCH
1321
PGIM Custom Harvest
New Jersey
$439K +$1.84K +11 +0.4%
PCMC
1322
Paragon Capital Management (Colorado)
Colorado
$438K – – –
NA
1323
Navellier & Associates
Nevada
$436K – – –
BG
1324
Bellevue Group
Switzerland
$436K – – –
OWA
1325
Outlook Wealth Advisors
Texas
$435K -$9.04K -54 -2%
51 52
53
54 55