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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 %
PCM
1351
Parsons Capital Management
Rhode Island
$376K -$4.13K -25 -1%
22CM
1352
20/20 Capital Management
California
$376K +$826 +5 +0.2%
GVAG
1353
Great Valley Advisor Group
Delaware
$375K +$485 +3 +0.1%
OAM
1354
Oak Asset Management
California
$373K +$373K +2,259 New
FA
1355
Financial Advisors
Massachusetts
$370K – – –
ACM
1356
Allred Capital Management
Texas
$369K -$2.31K -14 -0.6%
GA
1357
Geller Advisors
New York
$369K -$661 -4 -0.2%
CPIA
1358
Cornell Pochily Investment Advisors
New York
$367K -$41.4K -251 -10%
CT
1359
Columbia Trust
Oregon
$367K -$9.42K -57 -3%
TIA
1360
Tiemann Investment Advisors
California
$367K -$8.1K -49 -2%
AP
1361
Adero Partners
California
$367K -$4.13K -25 -1%
CQS
1362
Credential Qtrade Securities
$366K -$176K -1,068 -33%
BCM
1363
BlueCrest Capital Management
Jersey
$364K +$364K +2,204 New
SM
1364
Sciencast Management
New Jersey
$363K -$909K -5,294 -71%
MPIA
1365
Mountain Pacific Investment Advisers
Idaho
$362K -$25.6K -155 -7%
CCMD
1366
Cypress Capital Management (Delaware)
Delaware
$362K – – –
AWM
1367
Apollon Wealth Management
South Carolina
$362K +$26.4K +160 +8%
ACI
1368
Alpha Cubed Investments
California
$361K -$20.6K -125 -5%
MFG
1369
MidWestOne Financial Group
Iowa
$361K – – –
NAMP
1370
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$357K -$166K -1,000 -32%
WCM
1371
Whitener Capital Management
North Carolina
$355K – – –
9WM
1372
9258 Wealth Management
Ohio
$355K +$355K +2,146 New
HIA
1373
Harbor Investment Advisory
Maryland
$354K +$3.8K +23 +1%
KWA
1374
KCS Wealth Advisory
California
$353K -$383K -2,319 -52%
VCM
1375
Virtue Capital Management
Tennessee
$353K -$29.8K -180 -8%
53 54
55
56 57