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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 %
PWAG
1601
Polaris Wealth Advisory Group
California
$214K +$214K +1,280 New
PC
1602
Port Capital
Illinois
$214K +$214K +1,295 New
SIM
1603
Spark Investment Management
New York
$214K +$214K +1,300 New
HHGA
1604
Halbert Hargrove Global Advisors
California
$213K -$23.4K -141 -10%
PHK
1605
Point72 Hong Kong
Hong Kong
$213K +$210K +1,272 +7,067%
MWP
1606
MYCIO Wealth Partners
Pennsylvania
$212K +$212K +1,282 New
LFF
1607
Level Four Financial
Texas
$212K +$212K +1,285 New
PFA
1608
Paradigm Financial Advisors
Missouri
$212K +$212K +1,285 New
FNBOO
1609
First National Bank of Omaha
Nebraska
$211K – – –
BWM
1610
Bulltick Wealth Management
Florida
$210K -$132K -801 -39%
VCM
1611
Vivaldi Capital Management
Illinois
$210K -$13.1K -79 -6%
EPP
1612
ETF Portfolio Partners
Kansas
$210K +$210K +1,269 New
SAM
1613
Summit Asset Management
Tennessee
$210K +$210K +1,270 New
CP
1614
Coho Partners
Pennsylvania
$209K +$209K +1,265 New
CA
1615
Continuum Advisory
Idaho
$207K +$207K +1,251 New
EP
1616
Edgestream Partners
New Jersey
$206K -$8.48M -51,293 -98%
AIP
1617
Almanack Investment Partners
Pennsylvania
$206K -$28.2K -170 -12%
BFG
1618
Berger Financial Group
Minnesota
$206K +$206K +1,245 New
GAMC
1619
Garner Asset Management Corp
Texas
$206K +$206K +1,247 New
LA
1620
Latitude Advisors
Florida
$206K +$206K +1,247 New
SEIA
1621
Signature Estate & Investment Advisors
California
$205K +$205K +1,238 New
SAA
1622
Southeast Asset Advisors
Georgia
$205K +$205K +1,238 New
BSAM
1623
Blue Square Asset Management
New York
$205K +$205K +1,240 New
LRIC
1624
Long Road Investment Counsel
Michigan
$204K +$204K +1,233 New
DIP
1625
DT Investment Partners
Pennsylvania
$204K +$204K +1,234 New
63 64
65
66 67