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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 %
RW
1401
Rede Wealth
Virginia
$368K +$86.5K +516 +31%
PCM
1402
Penserra Capital Management
California
$367K +$36.4K +218 +11%
MFG
1403
MidWestOne Financial Group
Iowa
$366K – – –
ACI
1404
Alpha Cubed Investments
California
$366K – – –
VCM
1405
Virtue Capital Management
Tennessee
$366K +$8.38K +50 +2%
WFI
1406
West Family Investments
California
$365K +$52.7K +315 +17%
CCMD
1407
Cypress Capital Management (Delaware)
Delaware
$362K – – –
NAMP
1408
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$361K – – –
Kayne Anderson Rudnick Investment Management
1409
Kayne Anderson Rudnick Investment Management
California
$361K +$255K +1,522 +240%
9WM
1410
9258 Wealth Management
Ohio
$359K -$167 -1 -0%
TIA
1411
Tiemann Investment Advisors
California
$358K -$13.9K -83 -4%
ESB
1412
Essex Savings Bank
Connecticut
$357K -$2.49K -15 -0.7%
RIM
1413
Reliant Investment Management
Tennessee
$357K – – –
LFAS
1414
Level Four Advisory Services
Texas
$353K -$837K -4,993 -70%
YMRC
1415
Yorktown Management & Research Company
Virginia
$353K – – –
HA
1416
HC Advisors
Georgia
$353K +$168 +1 +0%
TFA
1417
Toth Financial Advisory
Virginia
$353K +$20.6K +123 +6%
FC
1418
Ferris Capital
Massachusetts
$353K +$353K +1,945 New
CASB
1419
Cape Ann Savings Bank
Massachusetts
$352K – – –
DIM
1420
Delta Investment Management
California
$351K -$2.51K -15 -0.7%
ACA
1421
Aptus Capital Advisors
Alabama
$350K +$28.7K +171 +9%
AIM
1422
Allen Investment Management
New York
$347K +$347K +2,073 New
FCFS
1423
First Command Financial Services
Texas
$345K +$118K +703 +52%
FCB
1424
First Command Bank
Texas
$345K +$118K +703 +52%
GDP
1425
Great Diamond Partners
Maine
$345K +$345K +2,065 New
55 56
57
58 59