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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 %
CAAS
1476
Capital Asset Advisory Services
Michigan
$287K -$52K -315 -15%
SRC
1477
Shufro Rose & Co
New York
$286K +$24.8K +150 +9%
WWM
1478
Windsor Wealth Management
Indiana
$285K -$24.6K -149 -8%
IRC
1479
Investors Research Corp
Georgia
$283K – – –
FPW
1480
Flagship Private Wealth
Massachusetts
$283K – – –
SN
1481
Sittner & Nelson
Oregon
$278K +$165 +1 +0.1%
RW
1482
Rede Wealth
Virginia
$278K +$278K +1,680 New
FHA
1483
First Horizon Advisors
Tennessee
$277K +$2.14K +13 +0.8%
TCA
1484
Transcend Capital Advisors
New Jersey
$276K -$60.5K -367 -18%
BOM
1485
Bank of Marin
California
$276K – – –
CL
1486
CPWM LLC
Washington
$275K -$7.44K -45 -3%
SCM
1487
Southport Capital Management
Tennessee
$275K – – –
BCM
1488
Blume Capital Management
California
$275K – – –
FMBTD
1489
First Midwest Bank Trust Division
Illinois
$274K – – –
GIA
1490
Guyasuta Investment Advisors
Pennsylvania
$273K – – –
SCM
1491
SKBA Capital Management
California
$273K – – –
SGK
1492
Steigerwald Gordon & Koch
Virginia
$272K +$165 +1 +0.1%
SLT
1493
St Louis Trust
Missouri
$271K – – –
ACS
1494
Archford Capital Strategies
Illinois
$271K +$17.5K +106 +7%
BFC
1495
Blue Fin Capital
Rhode Island
$270K – – –
SAS
1496
Stelac Advisory Services
New York
$270K +$85.2K +515 +46%
TIA
1497
Traphagen Investment Advisors
New Jersey
$269K – – –
SWA
1498
SFMG Wealth Advisors
Texas
$269K +$3.81K +23 +1%
VV
1499
Verity & Verity
South Carolina
$268K – – –
HWM
1500
Hemington Wealth Management
Virginia
$268K +$1.32K +8 +0.5%
58 59
60
61 62