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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 %
APG
1551
Abacus Planning Group
South Carolina
$245K +$245K +1,483 New
UBV
1552
United Bank (Virginia)
Virginia
$244K – – –
FA
1553
Fagan Associates
New York
$241K – – –
CAM
1554
Cozad Asset Management
Illinois
$240K -$16.6K -100 -6%
EGA
1555
E&G Advisors
Texas
$240K – – –
PPSG
1556
Princeton Portfolio Strategies Group
New Jersey
$239K -$116K -700 -33%
SB
1557
Strategic Blueprint
Georgia
$239K +$239K +1,447 New
ECAM
1558
East Coast Asset Management
Massachusetts
$238K – – –
TTWM
1559
TCV Trust & Wealth Management
Virginia
$238K – – –
CAMG
1560
CWA Asset Management Group
Florida
$238K +$238K +1,426 New
CA
1561
Calton & Associates
Florida
$237K -$7.46K -45 -3%
BCM
1562
BTC Capital Management
Iowa
$237K – – –
AAS
1563
Annex Advisory Services
Wisconsin
$237K – – –
ACA
1564
Affinity Capital Advisors
California
$236K -$29K -176 -11%
ACG
1565
Allen Capital Group
Nebraska
$236K -$1.48K -9 -0.6%
CTA
1566
Colonial Trust Advisors
South Carolina
$236K – – –
AAP
1567
Arax Advisory Partners
Colorado
$235K +$235K +1,422 New
TLCM
1568
Twin Lakes Capital Management
California
$234K -$7.76K -47 -3%
PCWA
1569
Pacific Capital Wealth Advisors
California
$234K – – –
WAP
1570
Wealthcare Advisory Partners
Pennsylvania
$233K -$95.2K -575 -29%
TIM
1571
Tortoise Investment Management
New York
$232K +$40.8K +247 +21%
HFA
1572
Hoover Financial Advisors
Pennsylvania
$231K +$149K +900 +180%
DDPIC
1573
Deroy & Devereaux Private Investment Counsel
Michigan
$231K +$231K +1,400 New
1CP
1574
17 Capital Partners
Arizona
$231K +$231K +1,400 New
KA
1575
KLCM Advisors
Wisconsin
$230K -$12M -72,662 -98%
61 62
63
64 65