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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 %
WB
1326
Webster Bank
Connecticut
$435K +$79.2K +473 +22%
SLA
1327
Silver Lake Advisory
Utah
$434K +$12.9K +77 +3%
SFI
1328
SPC Financial Inc
Maryland
$433K – – –
HPC
1329
Hobart Private Capital
North Carolina
$430K -$124K -738 -22%
SCA
1330
Stonebridge Capital Advisors
Minnesota
$427K -$564K -3,371 -57%
DSC
1331
Duncker Streett & Co
Missouri
$427K – – –
KLCM
1332
KG&L Capital Management
Louisiana
$427K +$159K +948 +59%
SMA
1333
Sage Mountain Advisors
Georgia
$425K – – –
LA
1334
Latitude Advisors
Florida
$425K +$216K +1,289 +103%
MG
1335
Mather Group
Illinois
$424K -$6.37K -38 -1%
BSB
1336
Bangor Savings Bank
Maine
$424K – – –
GFG
1337
Greystone Financial Group
Michigan
$423K -$564K -3,367 -57%
RHAM
1338
Round Hill Asset Management
California
$422K – – –
HIM
1339
Harbour Investment Management
Washington
$419K -$4.86K -29 -1%
ACM
1340
AUA Capital Management
Pennsylvania
$419K – – –
AC
1341
Addison Capital
Pennsylvania
$418K – – –
CHP
1342
Cable Hill Partners
Oregon
$418K +$6.53K +39 +2%
PG
1343
Patten Group
Tennessee
$416K – – –
QCM
1344
Quest Capital Management
Texas
$415K -$17.6K -105 -4%
XWM
1345
Xcel Wealth Management
Florida
$415K – – –
OPPTF
1346
OPSEU Pension Plan Trust Fund
Ontario, Canada
$412K -$4.96K -29 -1%
RW
1347
REDW Wealth
New Mexico
$411K +$168 +1 +0%
AF
1348
Allworth Financial
California
$411K +$162K +967 +65%
BOPW
1349
Brandywine Oak Private Wealth
Pennsylvania
$410K -$11.4K -68 -3%
C
1350
Certuity
Florida
$408K +$108K +647 +36%
52 53
54
55 56