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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 %
CA
1601
CapWealth Advisors
Tennessee
$231K -$20.1K -120 -8%
PCA
1602
Providence Capital Advisors
North Carolina
$231K – – –
BIM
1603
Bridges Investment Management
Nebraska
$230K – – –
SDAM
1604
Shulman DeMeo Asset Management
New York
$230K +$230K +1,371 New
LPT
1605
Legacy Private Trust
Wisconsin
$229K – – –
ST
1606
Sentinel Trust
Texas
$227K -$339K -2,025 -60%
MA
1607
MBA Advisors
Pennsylvania
$227K -$5.02K -30 -2%
SFG
1608
SevenBridge Financial Group
Pennsylvania
$227K – – –
JWBC
1609
J.W. Burns & Co
New York
$227K – – –
EGA
1610
E&G Advisors
Texas
$226K +$226K +1,350 New
PWAG
1611
Polaris Wealth Advisory Group
California
$223K – – –
PWM
1612
PBMares Wealth Management
Virginia
$223K – – –
HCP
1613
Hexagon Capital Partners
Arkansas
$221K – – –
HHGA
1614
Halbert Hargrove Global Advisors
California
$221K +$5.86K +35 +3%
QAM
1615
QCI Asset Management
New York
$221K +$221K +1,322 New
OPWM
1616
Oxinas Partners Wealth Management
Indiana
$220K – – –
FC
1617
Fulcrum Capital
Washington
$218K – – –
KOC
1618
Koss-Olinger Consulting
Florida
$218K – – –
MCM
1619
MV Capital Management
Maryland
$218K +$11.9K +71 +6%
PC
1620
Port Capital
Illinois
$217K – – –
WCM
1621
Wedge Capital Management
North Carolina
$217K +$217K +1,295 New
SPFA
1622
Summit Place Financial Advisors
New Jersey
$217K +$217K +1,298 New
ZB
1623
Zions Bancorporation
Utah
$216K +$10.4K +62 +5%
CBFP
1624
Cedar Brook Financial Partners
Ohio
$216K +$216K +1,287 New
GKWIM
1625
Gerber Kawasaki Wealth & Investment Management
California
$216K +$216K +1,292 New
63 64
65
66 67