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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 %
APG
1576
Abacus Planning Group
South Carolina
$248K – – –
QT
1577
Quantamental Technologies
New York
$247K +$247K +1,475 New
FA
1578
Fagan Associates
New York
$245K – – –
IBOK
1579
Independence Bank of Kentucky
Kentucky
$244K -$12.6K -75 -5%
MC
1580
Middleton & Co
Massachusetts
$243K -$67K -400 -22%
AAM
1581
Autus Asset Management
Arizona
$243K -$10.1K -60 -4%
CAM
1582
Cozad Asset Management
Illinois
$243K – – –
GTAM
1583
Global Trust Asset Management
Florida
$243K +$222K +1,326 +1,078%
ECAM
1584
East Coast Asset Management
Massachusetts
$242K – – –
WPW
1585
Warther Private Wealth
Ohio
$242K +$15.7K +90 +7%
AAS
1586
Annex Advisory Services
Wisconsin
$241K – – –
BCM
1587
BTC Capital Management
Iowa
$240K -$1.34K -8 -0.6%
CTA
1588
Colonial Trust Advisors
South Carolina
$240K – – –
TIM
1589
Tortoise Investment Management
New York
$240K +$5.02K +30 +2%
MHR
1590
Matthew Hamilton Rosenberg
$240K +$67.4K +402 +39%
GSC
1591
G&S Capital
Colorado
$238K -$27.5K -164 -10%
RIM
1592
Redwood Investment Management
Arizona
$238K +$238K +1,418 New
PCWA
1593
Pacific Capital Wealth Advisors
California
$237K – – –
EFM
1594
E Fund Management
China
$237K +$237K +1,414 New
MAG
1595
Mayfair Advisory Group
Alabama
$236K – – –
DDPIC
1596
Deroy & Devereaux Private Investment Counsel
Michigan
$235K – – –
1CP
1597
17 Capital Partners
Arizona
$235K – – –
OA
1598
Oxbow Advisors
Texas
$234K – – –
NPT
1599
Nixon Peabody Trust
Massachusetts
$234K +$234K +1,396 New
GWM
1600
Greenwich Wealth Management
Connecticut
$232K +$232K +1,388 New
62 63
64
65 66