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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 %
BWL
1701
Bogart Wealth LLC
Virginia
$130K – – –
HCM
1702
Highlander Capital Management
New Jersey
$126K – – –
PWM
1703
Prentice Wealth Management
New York
$126K +$31.9K +191 +34%
PVH
1704
Psagot Value Holdings
Israel
$124K -$5.14M -30,681 -98%
VCM
1705
Versant Capital Management
Arizona
$124K -$503 -3 -0.4%
GFP
1706
Gryphon Financial Partners
Ohio
$123K +$123K +734 New
KFS
1707
Kelly Financial Services
Massachusetts
$122K -$20.1M -119,821 -99%
TFO
1708
Tarbox Family Office
California
$122K – – –
BMD
1709
Better Money Decisions
New Mexico
$121K +$336 +2 +0.3%
BFG
1710
Baron Financial Group
New Jersey
$121K – – –
CFG
1711
CKW Financial Group
Hawaii
$120K +$6.96K +40 +6%
BG
1712
Bollard Group
Massachusetts
$117K +$334 +2 +0.3%
BEI
1713
Benjamin Edwards Inc
Missouri
$117K +$11.5K +69 +11%
CWP
1714
Concord Wealth Partners
Virginia
$116K -$79.6K -475 -41%
GAM
1715
Gemmer Asset Management
California
$116K – – –
FMTCOCP
1716
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$115K – – –
AW
1717
Avion Wealth
Texas
$115K – – –
WWM
1718
Wagner Wealth Management
South Carolina
$115K +$31.6K +182 +38%
LCM
1719
Logan Capital Management
Pennsylvania
$111K – – –
TCWM
1720
Total Clarity Wealth Management
Illinois
$107K +$107K +642 New
TCM
1721
Tradewinds Capital Management
Washington
$106K – – –
SL
1722
Savior LLC
Massachusetts
$105K -$17.2K -102 -14%
IFAM
1723
Institutional & Family Asset Management
Colorado
$104K -$2.68K -16 -3%
HIM
1724
Hillsdale Investment Management
Ontario, Canada
$102K +$51.8K +310 +103%
SFO
1725
Standard Family Office
South Dakota
$101K -$426K -2,531 -81%
67 68
69
70 71