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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 %
ACA
1426
Aptus Capital Advisors
Alabama
$317K +$16.7K +101 +6%
FCA
1427
FinTrust Capital Advisors
South Carolina
$317K +$38.2K +231 +14%
PCMC
1428
Private Capital Management (Colorado)
Colorado
$316K +$3.14K +19 +1%
RFM
1429
Royal Fund Management
Florida
$316K +$316K +1,916 New
AFS
1430
Axiom Financial Strategies
Indiana
$314K – – –
TWM
1431
Titus Wealth Management
California
$313K -$2.78M -16,806 -90%
CWM
1432
Chesapeake Wealth Management
Virginia
$313K -$29.6K -179 -9%
WCM
1433
Windsor Capital Management
Arizona
$313K -$4.95K -30 -2%
RMDI
1434
R.M. Davis Inc
Maine
$313K +$56.6K +343 +22%
4WM
1435
44 Wealth Management
Oregon
$311K -$238K -1,440 -43%
MAM
1436
Magellan Asset Management
Australia
$311K -$58.2K -353 -16%
PIA
1437
Perennial Investment Advisors
California
$311K -$14.7K -89 -5%
BWFA
1438
Baltimore-Washington Financial Advisors
Maryland
$310K +$330 +2 +0.1%
SWM
1439
Stockman Wealth Management
Montana
$309K -$7.44K -45 -2%
PFM
1440
Parsec Financial Management
North Carolina
$308K – – –
WCM
1441
Washington Capital Management
Washington
$308K – – –
WFI
1442
West Family Investments
California
$308K +$308K +1,865 New
AG
1443
AIA Group
Hong Kong
$308K +$308K +1,890 New
MC
1444
Middleton & Co
Massachusetts
$306K +$306K +1,850 New
GWS
1445
Glassman Wealth Services
Virginia
$305K -$347K -2,098 -53%
PCP
1446
Proficio Capital Partners
Massachusetts
$305K +$3.13K +19 +1%
W
1447
Wealthquest
Ohio
$305K +$21.6K +131 +8%
NA
1448
Nottingham Advisors
New York
$304K – – –
RFA
1449
Reilly Financial Advisors
California
$303K +$132K +799 +77%
LNWTC
1450
Laird Norton Wetherby Trust Company
Washington
$302K -$1.15K -7 -0.4%
56 57
58
59 60