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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 %
TCA
1626
Transcend Capital Advisors
New Jersey
$215K -$88.4K -488 -29%
PFA
1627
Paradigm Financial Advisors
Missouri
$215K – – –
M
1628
MOTCO
Texas
$213K -$181K -1,080 -46%
SAM
1629
Summit Asset Management
Tennessee
$213K – – –
EPP
1630
ETF Portfolio Partners
Kansas
$213K – – –
AIP
1631
Almanack Investment Partners
Pennsylvania
$213K +$4.2K +25 +2%
VCM
1632
Vivaldi Capital Management
Illinois
$212K – – –
CP
1633
Coho Partners
Pennsylvania
$212K – – –
SEIA
1634
Signature Estate & Investment Advisors
California
$211K +$3.36K +20 +2%
BOTW
1635
Bank of the West
California
$211K +$211K +1,258 New
CCP
1636
Cardan Capital Partners
Colorado
$210K -$14.7K -88 -7%
BFG
1637
Berger Financial Group
Minnesota
$209K – – –
GAMC
1638
Garner Asset Management Corp
Texas
$209K – – –
SAA
1639
Southeast Asset Advisors
Georgia
$209K +$1.51K +9 +0.7%
BSAM
1640
Blue Square Asset Management
New York
$208K – – –
LRIC
1641
Long Road Investment Counsel
Michigan
$207K – – –
JFA
1642
Johanson Financial Advisors
California
$207K +$207K +1,238 New
XF
1643
XML Financial
Maryland
$206K +$206K +1,232 New
TA
1644
Tiedemann Advisors
New York
$204K -$699K -4,162 -77%
WMP
1645
Wealth Management Partners
Arizona
$204K – – –
FNC
1646
First National Corp
Massachusetts
$202K +$202K +1,206 New
NFG
1647
Nadler Financial Group
Illinois
$202K +$202K +1,208 New
SIA
1648
Soltis Investment Advisors
Utah
$202K +$202K +1,208 New
Fiera Capital (Canada)
1649
Fiera Capital (Canada)
Quebec, Canada
$201K -$50.3K -300 -20%
FCM
1650
Firestone Capital Management
Florida
$201K – – –
64 65
66
67 68