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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 %
CAAS
1501
Capital Asset Advisory Services
Michigan
$292K +$503 +3 +0.2%
TIA
1502
Traphagen Investment Advisors
New Jersey
$290K +$16.8K +100 +6%
SFFS
1503
Stonehage Fleming Financial Services
Jersey
$289K -$167K -1,000 -37%
IRC
1504
Investors Research Corp
Georgia
$287K – – –
GIA
1505
Guyasuta Investment Advisors
Pennsylvania
$286K +$9.23K +55 +3%
Members Trust
1506
Members Trust
Florida
$284K -$14.6K -85 -5%
PP
1507
PDS Planning
Ohio
$284K +$26.8K +160 +10%
SWA
1508
Stratos Wealth Advisors
Ohio
$283K -$45.2K -270 -14%
SN
1509
Sittner & Nelson
Oregon
$283K +$168 +1 +0.1%
BOM
1510
Bank of Marin
California
$281K – – –
EWM
1511
Empirical Wealth Management
Washington
$281K +$51.7K +309 +23%
LNWTC
1512
Laird Norton Wetherby Trust Company
Washington
$280K -$26.8K -160 -9%
VV
1513
Verity & Verity
South Carolina
$280K – – –
SB
1514
Strategic Blueprint
Georgia
$280K +$37.8K +226 +16%
WA
1515
Waverly Advisors
Alabama
$280K +$280K +1,542 New
BG
1516
Bahl & Gaynor
Ohio
$279K -$19.3K -115 -6%
BCM
1517
Blume Capital Management
California
$279K – – –
WAP
1518
Wealthcare Advisory Partners
Pennsylvania
$279K +$43.1K +257 +18%
CIP
1519
Convergence Investment Partners
Florida
$278K -$70.8K -422 -20%
FPW
1520
Flagship Private Wealth
Massachusetts
$277K +$167 +1 +0.1%
FM
1521
Foster & Motley
Ohio
$276K -$25.3K -151 -8%
SCM
1522
SKBA Capital Management
California
$276K – – –
SGK
1523
Steigerwald Gordon & Koch
Virginia
$276K +$168 +1 +0.1%
HWM
1524
Hemington Wealth Management
Virginia
$275K +$3.18K +19 +1%
BFC
1525
Blue Fin Capital
Rhode Island
$274K – – –
59 60
61
62 63