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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 %
HC
1476
Hamilton Capital
Ohio
$309K +$309K +1,845 New
IAN
1477
Integrated Advisors Network
Texas
$308K -$15.4K -92 -5%
RFA
1478
Reilly Financial Advisors
California
$307K – – –
KWA
1479
KCS Wealth Advisory
California
$306K -$51.9K -310 -15%
CIC
1480
Carnegie Investment Counsel
Ohio
$305K – – –
WWM
1481
Wolff Wiese Magana
California
$305K +$48.8K +291 +19%
TA
1482
Trellis Advisors
Washington
$304K – – –
FFA
1483
Founders Financial Alliance
North Carolina
$304K +$1.17K +7 +0.4%
1WA
1484
180 Wealth Advisors
Washington
$303K -$63.7K -362 -17%
GWS
1485
Glassman Wealth Services
Virginia
$303K -$6.37K -38 -2%
PA
1486
Probity Advisors
Texas
$302K -$22.5K -134 -7%
W
1487
Wealthquest
Ohio
$302K -$7.19K -43 -2%
NCM
1488
Northside Capital Management
Oregon
$302K – – –
FMW
1489
Farr Miller & Washington
District of Columbia
$302K – – –
GIA
1490
Granite Investment Advisors
New Hampshire
$301K – – –
ATC
1491
Adirondack Trust Company
New York
$300K -$8.67K -50 -3%
HWA
1492
HHM Wealth Advisors
Tennessee
$297K – – –
FMBTD
1493
First Midwest Bank Trust Division
Illinois
$297K +$18.8K +112 +7%
HPWM
1494
Highland Private Wealth Management
Washington
$296K -$58.8K -350 -17%
WWM
1495
Windsor Wealth Management
Indiana
$296K -$3.3K -19 -1%
HWA
1496
HCR Wealth Advisors
California
$296K – – –
ZCI
1497
Zevenbergen Capital Investments
Washington
$295K – – –
DBIA
1498
Dumont & Blake Investment Advisors
New Jersey
$295K – – –
KLI
1499
Kelman-Lazarov Inc
Tennessee
$293K – – –
RWP
1500
Ridgecrest Wealth Partners
California
$293K +$293K +1,746 New
58 59
60
61 62