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 %
APP
1501
Avantax Planning Partners
Iowa
$267K +$267K +1,613 New
ODG
1502
O'Dell Group
Ohio
$267K +$267K +1,615 New
ISWM
1503
Independent Solutions Wealth Management
New York
$265K +$265K +1,602 New
CF
1504
Corrigan Financial
Rhode Island
$264K +$165 +1 +0.1%
KLCM
1505
KG&L Capital Management
Louisiana
$264K -$174K -1,054 -40%
SGI
1506
Summit Global Investments
Utah
$264K – – –
TI
1507
Truehand Inc
New Hampshire
$264K – – –
MJP
1508
Michael J. Puzo
$264K – – –
AAIM
1509
Asset Advisors Investment Management
Georgia
$264K – – –
BFPW
1510
BOK Financial Private Wealth
Colorado
$264K +$264K +1,595 New
DS
1511
DRW Securities
Illinois
$264K +$264K +1,598 New
LJHT
1512
Laurie J. Hall Trustee
$263K -$73.7K -445 -22%
NB
1513
Northwest Bancshares
Pennsylvania
$263K – – –
MPPLM
1514
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$263K +$263K +1,593 New
JG
1515
Jefferies Group
New York
$262K -$4.42M -26,739 -94%
GSC
1516
G&S Capital
Colorado
$262K – – –
LC
1517
LCNB Corp
Ohio
$261K – – –
AWA
1518
Acorn Wealth Advisors
Michigan
$260K +$165 +1 +0.1%
AIM
1519
Axiom Investment Management
New York
$260K +$5.58K +34 +2%
CCA
1520
Childress Capital Advisors
Texas
$259K -$131K -791 -34%
SMC
1521
Smith, Moore & Co
Missouri
$259K +$165 +1 +0.1%
CMO
1522
Covenant Multifamily Offices
Texas
$258K +$258K +1,560 New
PAMG
1523
Patton Albertson Miller Group
Tennessee
$256K -$36.2K -219 -12%
CWM
1524
Centric Wealth Management
Illinois
$255K +$255K +1,544 New
WA1
1525
Wimmer Associates 1
California
$254K – – –
59 60
61
62 63