AXP icon

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 %
BCA
1451
Berman Capital Advisors
Georgia
$302K +$78.1K +474 +35%
AFP
1452
Ausdal Financial Partners
Iowa
$301K -$21.1K -128 -7%
CIC
1453
Carnegie Investment Counsel
Ohio
$301K – – –
TA
1454
Trellis Advisors
Washington
$300K -$14.7K -89 -5%
TSS
1455
Two Sigma Securities
New York
$299K +$299K +1,808 New
FMW
1456
Farr Miller & Washington
District of Columbia
$298K – – –
NCM
1457
Northside Capital Management
Oregon
$298K – – –
FFA
1458
Founders Financial Alliance
North Carolina
$298K +$1.48K +9 +0.5%
BBNA
1459
Bremer Bank National Association
Minnesota
$297K -$41.8K -253 -12%
GIA
1460
Granite Investment Advisors
New Hampshire
$297K +$4.13K +25 +1%
FM
1461
Foster & Motley
Ohio
$297K +$5.12K +31 +2%
C
1462
Certuity
Florida
$296K +$296K +1,790 New
ATC
1463
Adirondack Trust Company
New York
$295K -$16.6K -100 -5%
CFA
1464
Camarda Financial Advisors
Florida
$295K – – –
MFG
1465
Merit Financial Group
Georgia
$294K -$31.4K -190 -10%
BG
1466
Bahl & Gaynor
Ohio
$294K – – –
LI
1467
Lafayette Investments
Maryland
$293K – – –
HWA
1468
HHM Wealth Advisors
Tennessee
$293K – – –
HWA
1469
HCR Wealth Advisors
California
$292K – – –
ZCI
1470
Zevenbergen Capital Investments
Washington
$291K – – –
DBIA
1471
Dumont & Blake Investment Advisors
New Jersey
$291K – – –
PIM
1472
Perpetual Investment Management
Australia
$290K +$7.28K +44 +3%
KLI
1473
Kelman-Lazarov Inc
Tennessee
$289K – – –
LWA
1474
Lineweaver Wealth Advisors
Ohio
$289K +$13.8K +84 +5%
Members Trust
1475
Members Trust
Florida
$288K -$18.8K -114 -6%
57 58
59
60 61