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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 %
OA
1576
Oxbow Advisors
Texas
$230K +$230K +1,395 New
PCA
1577
Providence Capital Advisors
North Carolina
$228K +$78K +471 +52%
GGS
1578
Galvin Gaustad & Stein
Arizona
$227K -$42.1K -255 -16%
BIM
1579
Bridges Investment Management
Nebraska
$227K -$8.26K -50 -4%
LPT
1580
Legacy Private Trust
Wisconsin
$226K +$226K +1,365 New
MAG
1581
Mayfair Advisory Group
Alabama
$226K +$226K +1,367 New
EWM
1582
Empirical Wealth Management
Washington
$226K +$226K +1,369 New
GSBTD
1583
Glenview State Bank Trust Department
Illinois
$225K -$82.8K -500 -27%
FCFS
1584
First Command Financial Services
Texas
$225K – – –
FCB
1585
First Command Bank
Texas
$225K – – –
GL
1586
Graypoint LLC
New York
$225K +$225K +1,364 New
JWBC
1587
J.W. Burns & Co
New York
$224K +$224K +1,353 New
CC
1588
Claybrook Capital
Massachusetts
$224K +$224K +1,354 New
SFG
1589
SevenBridge Financial Group
Pennsylvania
$224K +$224K +1,354 New
CCP
1590
Cardan Capital Partners
Colorado
$222K +$222K +1,342 New
FBFS
1591
First Business Financial Services
Wisconsin
$222K +$222K +1,343 New
BBNB
1592
Baker Boyer National Bank
Washington
$221K +$221K +1,593 New
PWM
1593
PBMares Wealth Management
Virginia
$220K -$52.8K -319 -19%
HCP
1594
Hexagon Capital Partners
Arkansas
$218K +$4.79K +29 +2%
WPW
1595
Warther Private Wealth
Ohio
$217K +$217K +1,299 New
OPWM
1596
Oxinas Partners Wealth Management
Indiana
$217K +$217K +1,312 New
RF
1597
Rollins Financial
Georgia
$216K +$216K +1,310 New
FI
1598
Financial Insights
Washington
$215K +$215K +130 New
FC
1599
Fulcrum Capital
Washington
$215K +$215K +1,300 New
KOC
1600
Koss-Olinger Consulting
Florida
$215K +$215K +1,302 New
62 63
64
65 66