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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 %
BBNA
1526
Bremer Bank National Association
Minnesota
$273K -$27.6K -165 -9%
CL
1527
CPWM LLC
Washington
$273K -$5.53K -33 -2%
VCM
1528
Vigilant Capital Management
Maine
$273K +$21.3K +127 +8%
FBFS
1529
First Business Financial Services
Wisconsin
$273K +$48.1K +287 +21%
FANJ
1530
Financial Architects (New Jersey)
New Jersey
$272K -$143K -852 -34%
GL
1531
Graypoint LLC
New York
$272K +$43.5K +260 +19%
ISWM
1532
Independent Solutions Wealth Management
New York
$271K +$3.02K +18 +1%
ECA
1533
Elevated Capital Advisors
Utah
$270K +$270K +1,610 New
SWA
1534
SFMG Wealth Advisors
Texas
$269K -$3.01K -18 -1%
MPPLM
1535
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$269K +$2.18K +13 +0.8%
HAS
1536
HBW Advisory Services
California
$269K +$18.2K +109 +7%
OIA
1537
Optimum Investment Advisors
Illinois
$268K -$83.8K -500 -24%
TI
1538
Truehand Inc
New Hampshire
$268K – – –
MJP
1539
Michael J. Puzo
$268K – – –
SGI
1540
Summit Global Investments
Utah
$268K – – –
CF
1541
Corrigan Financial
Rhode Island
$268K +$168 +1 +0.1%
KJHP
1542
K.J. Harrison & Partners
Ontario, Canada
$267K – – –
NB
1543
Northwest Bancshares
Pennsylvania
$266K – – –
LJHT
1544
Laurie J. Hall Trustee
$265K -$1.68K -10 -0.6%
MSCM
1545
McElhenny Sheffield Capital Management
Texas
$265K +$265K +1,579 New
LC
1546
LCNB Corp
Ohio
$264K – – –
AWA
1547
Acorn Wealth Advisors
Michigan
$264K +$168 +1 +0.1%
UBV
1548
United Bank (Virginia)
Virginia
$264K +$16.8K +100 +7%
CA
1549
Calton & Associates
Florida
$264K +$24.9K +149 +10%
APP
1550
Avantax Planning Partners
Iowa
$263K -$7.38K -44 -3%
60 61
62
63 64