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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 %
BFG
1676
Baron Financial Group
New Jersey
$119K – – –
BWM
1677
BerganKDV Wealth Management
Minnesota
$119K – – –
BMD
1678
Better Money Decisions
New Mexico
$119K +$331 +2 +0.3%
NSB
1679
Norway Savings Bank
Maine
$118K – – –
RCG
1680
Rock Creek Group
District of Columbia
$118K +$1.32K +8 +1%
HFM
1681
Harvest Fund Management
China
$118K +$33.2K +199 +39%
LWA
1682
Lenox Wealth Advisors
New York
$117K -$28.9K -175 -20%
SCM
1683
Sirios Capital Management
Massachusetts
$117K -$12.6K -76 -10%
RDWM
1684
Red Door Wealth Management
Tennessee
$116K +$116K +703 New
BG
1685
Bollard Group
Massachusetts
$115K +$330 +2 +0.3%
GAM
1686
Gemmer Asset Management
California
$115K +$2.15K +13 +2%
AW
1687
Avion Wealth
Texas
$114K -$33.2K -200 -23%
FMTCOCP
1688
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114K – – –
EWM
1689
Elmwood Wealth Management
California
$112K – – –
FHC
1690
First Horizon Corporation
Tennessee
$112K +$1.16K +7 +1%
LCM
1691
Logan Capital Management
Pennsylvania
$110K – – –
CFG
1692
CKW Financial Group
Hawaii
$109K – – –
WLPWM
1693
Walled Lake Planning & Wealth Management
Illinois
$109K +$23.2K +140 +27%
PMFA
1694
Plante Moran Financial Advisors
Michigan
$107K +$58.4K +352 +120%
CL
1695
COWA LLC
Oklahoma
$107K +$106K +103,871 +9,200%
IFAM
1696
Institutional & Family Asset Management
Colorado
$105K -$81.4K -494 -44%
Kayne Anderson Rudnick Investment Management
1697
Kayne Anderson Rudnick Investment Management
California
$105K – – –
TCM
1698
Tradewinds Capital Management
Washington
$104K – – –
BEI
1699
Benjamin Edwards Inc
Missouri
$104K +$4.95K +30 +5%
Jones Financial Companies
1700
Jones Financial Companies
Missouri
$100K -$45.1K -272 -31%
66 67
68
69 70