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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 %
MAWCM
1651
Mine & Arao Wealth Creation & Management
California
$165K – – –
WAM
1652
Wolverine Asset Management
Illinois
$164K -$150K -910 -48%
SC
1653
Sierra Capital
Florida
$164K -$76.8K -465 -32%
LC
1654
Lindbrook Capital
California
$163K +$1.49K +9 +0.9%
PP
1655
Paloma Partners
Connecticut
$159K -$178K -1,074 -53%
FMP
1656
Financial Management Professionals
Texas
$158K +$17.7K +107 +13%
MGIM
1657
M&G Investment Management
United Kingdom
$151K +$44K +266,726 +41%
EBA
1658
Eagle Bay Advisors
New York
$150K +$150K +882 New
AIC
1659
Archer Investment Corporation
Indiana
$149K – – –
JWA
1660
JFS Wealth Advisors
Pennsylvania
$147K – – –
WBC
1661
West Branch Capital
Massachusetts
$146K +$146K +884 New
BA
1662
Bellwether Advisors
Nebraska
$143K – – –
PWMG
1663
Prestige Wealth Management Group
New Jersey
$142K -$10K -61 -7%
FFA
1664
Freedman Financial Associates
Massachusetts
$140K – – –
CMBA
1665
C.M. Bidwell & Associates
Hawaii
$140K +$140K +850 New
AA
1666
Ancora Advisors
Ohio
$132K +$166 +1 +0.1%
FFC
1667
First Financial Corp
Indiana
$131K – – –
EWM
1668
Endurance Wealth Management
Rhode Island
$128K – – –
BWL
1669
Bogart Wealth LLC
Virginia
$128K +$99.4K +600 +347%
SOW
1670
State of Wyoming
Wyoming
$126K +$14.6K +88 +13%
HCM
1671
Highlander Capital Management
New Jersey
$124K – – –
VCM
1672
Versant Capital Management
Arizona
$123K -$1.33K -8 -1%
PB
1673
Pinnacle Bancorp
Nebraska
$123K – – –
TFO
1674
Tarbox Family Office
California
$121K – – –
SL
1675
Savior LLC
Massachusetts
$120K -$7.77K -47 -6%
65 66
67
68 69