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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 %
LWM
1401
Liberty Wealth Management
California
$335K -$21.5K -130 -6%
KB
1402
Kimelman & Baird
New York
$335K +$335K +2,029 New
FA
1403
Fiducient Advisors
Illinois
$332K -$99K -600 -23%
SFS
1404
Solitude Financial Services
Virginia
$330K -$2.15M -13,031 -87%
PFS
1405
Physicians Financial Services
North Carolina
$330K – – –
HA
1406
Harbor Advisors
Florida
$330K – – –
ICG
1407
InterOcean Capital Group
Tennessee
$329K – – –
BWA
1408
BDO Wealth Advisors
Florida
$329K – – –
AP
1409
Americana Partners
Texas
$329K +$329K +1,996 New
TFA
1410
Toth Financial Advisory
Virginia
$328K +$496 +3 +0.2%
GHA
1411
GW Henssler & Associates
Georgia
$327K -$24.8K -150 -7%
MA
1412
MCF Advisors
Kentucky
$327K -$662 -4 -0.2%
PCM
1413
Penserra Capital Management
California
$326K +$74K +449 +29%
SWA
1414
Stratos Wealth Advisors
Ohio
$324K -$9.76K -59 -3%
VWM
1415
Valley Wealth Managers
New Jersey
$323K – – –
LWM
1416
Laidlaw Wealth Management
New York
$323K +$323K +1,952 New
WRM
1417
Weybosset Research & Management
Rhode Island
$322K +$24.8K +150 +8%
DP
1418
Dearborn Partners
Illinois
$320K – – –
APC
1419
Aspire Private Capital
North Carolina
$320K +$102K +621 +47%
PA
1420
Probity Advisors
Texas
$319K -$15.2K -92 -5%
IFO
1421
Independent Family Office
New York
$319K – – –
TWM
1422
Tradition Wealth Management
Minnesota
$319K +$165 +1 +0.1%
IAN
1423
Integrated Advisors Network
Texas
$319K +$53.1K +321 +20%
WTB
1424
Washington Trust Bank
Washington
$318K -$7.93K -48 -2%
AGA
1425
Accuvest Global Advisors
Utah
$317K -$650K -3,931 -67%
55 56
57
58 59