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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 %
FCM
1376
Fairbanks Capital Management
California
$395K -$37.7K -225 -9%
SDWMA
1377
Schneider Downs Wealth Management Advisors
Pennsylvania
$394K +$4.19K +25 +1%
GA
1378
Geller Advisors
New York
$394K +$19.9K +119 +5%
FBB
1379
Fulton Breakefield Broenniman
Maryland
$394K +$40.8K +243 +12%
HI
1380
Humankind Investments
New York
$394K +$394K +2,354 New
SCA
1381
Snowden Capital Advisors
New York
$392K -$158K -944 -29%
MRCM
1382
M&R Capital Management
New Jersey
$387K -$3.18K -19 -0.8%
VFA
1383
Voya Financial Advisors
Connecticut
$386K +$28K +163 +8%
CHAM
1384
Clear Harbor Asset Management
Connecticut
$385K -$103K -616 -21%
OPOWM
1385
One Plus One Wealth Management
Florida
$385K – – –
BCM
1386
Bluefin Capital Management
New York
$385K +$385K +2,300 New
CQS
1387
Credential Qtrade Securities
$384K +$13.6K +81 +4%
PFM
1388
Parsec Financial Management
North Carolina
$384K +$49.2K +274 +15%
CMO
1389
Covenant Multifamily Offices
Texas
$383K +$111K +634 +41%
AO
1390
Advisor OS
Illinois
$381K -$13.2K -79 -3%
MA
1391
MCF Advisors
Kentucky
$381K +$49.8K +297 +15%
AWM
1392
Aberdeen Wealth Management
Illinois
$380K -$33.5K -200 -8%
KMWM
1393
Keudell/Morrison Wealth Management
Oregon
$379K -$5.86K -35 -2%
CPIA
1394
Cornell Pochily Investment Advisors
New York
$379K +$6.37K +38 +2%
EWM
1395
EPG Wealth Management
Georgia
$378K -$7.54K -45 -2%
AP
1396
Adero Partners
California
$377K +$5.19K +31 +1%
CAL
1397
Capital Analysts LLC
Pennsylvania
$376K +$25.1K +150 +7%
FA
1398
Financial Advisors
Massachusetts
$375K – – –
PCM
1399
Parsons Capital Management
Rhode Island
$373K -$7.7K -46 -2%
CT
1400
Columbia Trust
Oregon
$372K – – –
54 55
56
57 58