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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 %
DTC
1451
Davidson Trust Company
Washington
$327K -$23.5K -140 -7%
MW
1452
Marcum Wealth
Ohio
$327K +$327K +1,951 New
TWM
1453
Titus Wealth Management
California
$325K +$7.55K +45 +2%
IFO
1454
Independent Family Office
New York
$324K – – –
DP
1455
Dearborn Partners
Illinois
$324K – – –
WTB
1456
Washington Trust Bank
Washington
$322K +$334 +2 +0.1%
PCMC
1457
Private Capital Management (Colorado)
Colorado
$321K – – –
AWA
1458
Arkadios Wealth Advisors
Georgia
$320K -$256K -1,528 -44%
LWA
1459
Lineweaver Wealth Advisors
Ohio
$320K +$26.8K +160 +9%
HDIM
1460
Hanson & Doremus Investment Management
Vermont
$318K -$4.86K -29 -2%
AFS
1461
Axiom Financial Strategies
Indiana
$318K – – –
AFP
1462
Ausdal Financial Partners
Iowa
$318K +$12.9K +77 +4%
WCM
1463
Windsor Capital Management
Arizona
$317K +$334 +2 +0.1%
PIA
1464
Perennial Investment Advisors
California
$317K +$1.34K +8 +0.4%
CA
1465
Continuum Advisory
Idaho
$317K +$107K +641 +51%
ACS
1466
Archford Capital Strategies
Illinois
$315K +$40.4K +241 +15%
BWFA
1467
Baltimore-Washington Financial Advisors
Maryland
$314K – – –
MSA
1468
Marino Stram & Associates
Massachusetts
$313K -$467K -2,789 -60%
SWM
1469
Stockman Wealth Management
Montana
$312K -$836 -5 -0.3%
FB
1470
First Bancorp
Maine
$312K +$312K +1,863 New
WCM
1471
Washington Capital Management
Washington
$312K – – –
VWM
1472
Valley Wealth Managers
New Jersey
$311K -$16.8K -100 -5%
BFPW
1473
BOK Financial Private Wealth
Colorado
$311K +$44.2K +264 +17%
WRM
1474
Weybosset Research & Management
Rhode Island
$310K -$16.8K -100 -5%
NA
1475
Nottingham Advisors
New York
$309K – – –
57 58
59
60 61