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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 %
RCA
1426
Ranch Capital Advisors
Florida
$344K – – –
TWM
1427
Tradition Wealth Management
Minnesota
$344K +$20.6K +123 +6%
CNBTD
1428
Citizens National Bank Trust Department
Mississippi
$343K -$48.5K -290 -12%
GVAG
1429
Great Valley Advisor Group
Delaware
$343K -$45.4K -271 -12%
HIA
1430
Harbor Investment Advisory
Maryland
$343K -$15.7K -94 -4%
CST
1431
Charles Schwab Trust
Nevada
$343K – – –
GIM
1432
Greylin Investment Management
Virginia
$343K – – –
OLA
1433
Oliver Luxxe Assets
New Jersey
$342K – – –
MAM
1434
Magellan Asset Management
Australia
$341K +$25.4K +152 +8%
FAIM
1435
Financial Advocates Investment Management
Washington
$341K +$341K +2,037 New
WDG
1436
Wealth Dimensions Group
Ohio
$339K +$339K +2,022 New
MPIA
1437
Mountain Pacific Investment Advisers
Idaho
$338K -$29.4K -175 -8%
FA
1438
Fiducient Advisors
Illinois
$337K – – –
PCP
1439
Proficio Capital Partners
Massachusetts
$337K +$27.5K +164 +9%
RMDI
1440
R.M. Davis Inc
Maine
$336K +$18.3K +109 +6%
PFS
1441
Physicians Financial Services
North Carolina
$335K – – –
HA
1442
Harbor Advisors
Florida
$335K – – –
MCM
1443
Magnolia Capital Management
New York
$335K +$335K +2,000 New
ICG
1444
InterOcean Capital Group
Tennessee
$334K – – –
BWA
1445
BDO Wealth Advisors
Florida
$334K – – –
LWM
1446
Laidlaw Wealth Management
New York
$333K +$5.87K +35 +2%
CFA
1447
Cahill Financial Advisors
Minnesota
$331K -$79.6K -475 -19%
ACM
1448
Allred Capital Management
Texas
$331K -$43.9K -262 -12%
MFG
1449
Merit Financial Group
Georgia
$331K +$33.5K +200 +11%
FCA
1450
FinTrust Capital Advisors
South Carolina
$330K +$8.54K +51 +3%
56 57
58
59 60