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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 %
BWA
1651
Burt Wealth Advisors
Maryland
$201K +$201K +1,197 New
NFG
1652
Nations Financial Group
Iowa
$201K +$201K +1,198 New
NSAM
1653
North Star Asset Management
Wisconsin
$201K +$201K +1,200 New
RP
1654
Reinhart Partners
Wisconsin
$201K +$201K +1,200 New
MIM
1655
Montgomery Investment Management
Maryland
$201K +$201K +1,201 New
TFM
1656
TFC Financial Management
Massachusetts
$200K – – –
JFGIW
1657
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$200K +$138K +821 +221%
VFP
1658
Verus Financial Partners
Virginia
$200K +$200K +1,133 New
AssetMark Inc
1659
AssetMark Inc
California
$196K +$24.8K +148 +14%
SOW
1660
State of Wyoming
Wyoming
$196K +$68.7K +411 +54%
CB
1661
CNB Bank
Pennsylvania
$195K -$5.87K -35 -3%
CLOS
1662
Compagnie Lombard Odier SCmA
Switzerland
$194K -$1.08M -6,445 -85%
VNA
1663
Valley National Advisers
Pennsylvania
$192K – – –
AAP
1664
Arax Advisory Partners
Colorado
$191K -$47.7K -284 -20%
JWA
1665
JFS Wealth Advisors
Pennsylvania
$191K +$41.9K +250 +28%
AWM
1666
Accel Wealth Management
Iowa
$189K +$146K +870 +335%
CF
1667
Centaurus Financial
California
$185K -$7.37K -44 -4%
NSB
1668
Norway Savings Bank
Maine
$184K +$64.4K +384 +54%
APWA
1669
Atlas Private Wealth Advisors
New Jersey
$178K -$3.35K -20 -2%
TC
1670
Truvestments Capital
Florida
$177K +$168 +1 +0.1%
GFPC
1671
Global Financial Private Client
Florida
$176K – – –
KFI
1672
Key Financial Inc
Pennsylvania
$174K +$2.84K +17 +2%
FMP
1673
Financial Management Professionals
Texas
$170K +$9.71K +58 +6%
LC
1674
Lindbrook Capital
California
$169K +$3.19K +19 +2%
FGAM
1675
Financial Gravity Asset Management
Texas
$168K -$2.07K -1 -1%
65 66
67
68 69