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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 %
WPC
1351
Waters Parkerson & Co
Louisiana
$407K -$111K -661 -21%
SPWG
1352
Sage Private Wealth Group
Illinois
$405K -$10K -60 -2%
MFT
1353
Moisand Fitzgerald Tamayo
Florida
$405K – – –
HAIM
1354
Hunter Associates Investment Management
Pennsylvania
$405K – – –
PAMG
1355
Patton Albertson Miller Group
Tennessee
$405K +$145K +866 +56%
MWA
1356
Meridian Wealth Advisors
Texas
$404K – – –
CWG
1357
Cornerstone Wealth Group
North Carolina
$404K +$3.19K +19 +0.8%
WIA
1358
Westbourne Investment Advisors
Maryland
$403K -$92K -550 -19%
SFG
1359
Sunburst Financial Group
Alabama
$403K – – –
PP
1360
Palladium Partners
Virginia
$403K – – –
LIA
1361
LS Investment Advisors
Michigan
$403K – – –
MIC
1362
Means Investment Company
Maine
$403K +$335 +2 +0.1%
SICM
1363
Sustainable Insight Capital Management
New York
$403K +$20.4K +122 +5%
FBT
1364
First Bankers Trust
Kentucky
$402K -$16.8K -100 -4%
CIM
1365
Confluence Investment Management
Missouri
$402K – – –
FHA
1366
First Horizon Advisors
Tennessee
$402K +$121K +721 +43%
JFA
1367
JNBA Financial Advisors
Minnesota
$401K – – –
AA
1368
Advisory Alpha
Michigan
$400K +$44.1K +263 +12%
OAM
1369
Oak Asset Management
California
$399K – – –
HFS
1370
Hantz Financial Services
Michigan
$399K +$3.51K +21 +0.9%
BCA
1371
Berman Capital Advisors
Georgia
$399K +$92.2K +551 +30%
BHWM
1372
Bar Harbor Wealth Management
New Hampshire
$398K – – –
EI
1373
Ellevest Inc
New York
$397K +$8.54K +51 +2%
WorldQuant Millennium Advisors
1374
WorldQuant Millennium Advisors
New York
$397K +$397K +2,370 New
PCG
1375
Private Capital Group
Connecticut
$396K -$839 -5 -0.2%
53 54
55
56 57