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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 %
TFS
1526
Thoroughbred Financial Services
Tennessee
$254K – – –
PP
1527
PDS Planning
Ohio
$254K +$254K +1,535 New
IBOK
1528
Independence Bank of Kentucky
Kentucky
$253K -$18.2K -110 -7%
ASA
1529
Armstrong Shaw Associates
Connecticut
$253K – – –
BCCM
1530
Bridge Creek Capital Management
Massachusetts
$252K – – –
WWM
1531
Wolff Wiese Magana
California
$252K +$8.74K +53 +4%
PWW
1532
Pettyjohn Wood & White
Virginia
$251K – – –
KTC
1533
Kistler-Tiffany Companies
Pennsylvania
$250K – – –
SIAP
1534
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$250K +$2.31K +14 +0.9%
CHC
1535
City Holding Co
West Virginia
$249K -$16.5K -100 -6%
AAM
1536
Autus Asset Management
Arizona
$249K -$16.5K -100 -6%
ASFA
1537
All Season Financial Advisors
Colorado
$249K +$249K +1,505 New
KIC
1538
Keating Investment Counselors
Florida
$248K -$4.3K -26 -2%
Fiera Capital (Canada)
1539
Fiera Capital (Canada)
Quebec, Canada
$248K – – –
PAS
1540
Professional Advisory Services
Florida
$248K – – –
VCM
1541
Vigilant Capital Management
Maine
$248K – – –
QI
1542
Qtron Investments
Massachusetts
$248K – – –
HAS
1543
HBW Advisory Services
California
$248K +$248K +1,498 New
IB
1544
Intrust Bank
Kansas
$247K – – –
BFG
1545
Bouchey Financial Group
New York
$247K – – –
MCM
1546
Mengis Capital Management
Oregon
$247K – – –
JLBC
1547
J.L. Bainbridge & Co
Florida
$247K +$330 +2 +0.1%
CA
1548
CapWealth Advisors
Tennessee
$247K +$247K +1,497 New
DAM
1549
Delta Asset Management
Tennessee
$246K – – –
AF
1550
Allworth Financial
California
$246K +$43K +260 +21%
60 61
62
63 64