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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 %
DCM
1376
Donaldson Capital Management
Indiana
$353K -$10.1K -61 -3%
1WA
1377
180 Wealth Advisors
Washington
$353K +$353K +2,083 New
RIM
1378
Reliant Investment Management
Tennessee
$352K – – –
AA
1379
Advisory Alpha
Michigan
$351K -$82.4K -498 -19%
WB
1380
Webster Bank
Connecticut
$351K -$33K -200 -9%
DIM
1381
Delta Investment Management
California
$349K -$827 -5 -0.2%
YMRC
1382
Yorktown Management & Research Company
Virginia
$349K – – –
HPWM
1383
Highland Private Wealth Management
Washington
$349K +$11.2K +68 +3%
FBB
1384
Fulton Breakefield Broenniman
Maryland
$348K -$27.6K -167 -7%
HA
1385
HC Advisors
Georgia
$348K -$3.31K -20 -0.9%
ESB
1386
Essex Savings Bank
Connecticut
$348K – – –
OIA
1387
Optimum Investment Advisors
Illinois
$347K -$82.6K -500 -19%
CASB
1388
Cape Ann Savings Bank
Massachusetts
$347K – – –
KAM
1389
Knightsbridge Asset Management
California
$347K +$31.9K +193 +10%
CAL
1390
Capital Analysts LLC
Pennsylvania
$346K +$28.4K +172 +9%
DTC
1391
Davidson Trust Company
Washington
$345K – – –
CS
1392
Comerica Securities
Michigan
$345K +$32.4K +196 +10%
CIP
1393
Convergence Investment Partners
Florida
$344K -$15.5K -94 -4%
EN1L
1394
Engine No 1 LLC
California
$343K +$343K +2,074 New
VFA
1395
Voya Financial Advisors
Connecticut
$342K -$1.03M -6,281 -75%
T
1396
TRUADVICE
Florida
$342K +$3.81K +22 +1%
CST
1397
Charles Schwab Trust
Nevada
$339K – – –
GIM
1398
Greylin Investment Management
Virginia
$339K – – –
RCA
1399
Ranch Capital Advisors
Florida
$338K +$165 +1 +0%
OLA
1400
Oliver Luxxe Assets
New Jersey
$337K – – –
54 55
56
57 58