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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 %
MFT
1326
Moisand Fitzgerald Tamayo
Florida
$400K – – –
LIA
1327
LS Investment Advisors
Michigan
$398K -$2.16M -13,053 -84%
MWA
1328
Meridian Wealth Advisors
Texas
$398K – – –
SFG
1329
Sunburst Financial Group
Alabama
$398K +$4.96K +30 +1%
MIC
1330
Means Investment Company
Maine
$397K -$2.98K -18 -0.7%
CIM
1331
Confluence Investment Management
Missouri
$397K – – –
PP
1332
Palladium Partners
Virginia
$397K +$16.5K +100 +4%
JFA
1333
JNBA Financial Advisors
Minnesota
$395K +$20.6K +125 +6%
GP
1334
Girard Partners
Pennsylvania
$394K +$394K +2,385 New
BHWM
1335
Bar Harbor Wealth Management
New Hampshire
$392K -$9.41K -57 -2%
PCG
1336
Private Capital Group
Connecticut
$391K -$20.8K -126 -5%
HFS
1337
Hantz Financial Services
Michigan
$391K +$129K +778 +49%
M
1338
MOTCO
Texas
$389K – – –
CWG
1339
Cornerstone Wealth Group
North Carolina
$389K +$2.6K +16 +0.7%
AO
1340
Advisor OS
Illinois
$389K +$389K +2,355 New
CNBTD
1341
Citizens National Bank Trust Department
Mississippi
$387K -$52.1K -315 -12%
MRCM
1342
M&R Capital Management
New Jersey
$385K +$330 +2 +0.1%
SDWMA
1343
Schneider Downs Wealth Management Advisors
Pennsylvania
$384K +$69.8K +423 +22%
EI
1344
Ellevest Inc
New York
$383K +$51K +309 +15%
EWM
1345
EPG Wealth Management
Georgia
$380K -$32.7K -198 -8%
OPOWM
1346
One Plus One Wealth Management
Florida
$380K – – –
KMWM
1347
Keudell/Morrison Wealth Management
Oregon
$380K +$5.29K +32 +1%
BIP
1348
Blueprint Investment Partners
North Carolina
$379K +$379K +2,293 New
Rafferty Asset Management
1349
Rafferty Asset Management
New York
$378K -$663K -4,016 -64%
SICM
1350
Sustainable Insight Capital Management
New York
$378K -$128K -773 -25%
52 53
54
55 56