AXP icon

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 %
Q
1726
QVR
California
$74K +$74K +445 New
WPA
1727
West Paces Advisors
Georgia
$72.2K +$2.64K +16 +4%
WIM
1728
Westside Investment Management
California
$66.1K – – –
FMB
1729
Field & Main Bank
Kentucky
$66K – – –
BCFD
1730
Boit C.F. David
$66K +$66K +400 New
GG
1731
Gleason Group
Kentucky
$65K +$166 +1 +0.3%
NC
1732
NewSquare Capital
Pennsylvania
$63K +$63K +384 New
IWMWV
1733
Ironwood Wealth Management (West Virginia)
West Virginia
$62K – – –
EWM
1734
Edge Wealth Management
New York
$61K – – –
JFGIW
1735
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K – – –
CFD
1736
Creative Financial Designs
Indiana
$60K -$9.89K -60 -14%
TFIPS
1737
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.2K +$24.8K +150 +72%
IF
1738
Ironwood Financial
Arizona
$57K – – –
FA
1739
Financial Advantage
Maryland
$56K – – –
Nisa Investment Advisors
1740
Nisa Investment Advisors
Missouri
$55.6K +$5.36K +32,421 +11%
SFSIG
1741
San Francisco Sentry Investment Group
California
$55K – – –
MAM
1742
Marquette Asset Management
Minnesota
$54K – – –
SIM
1743
Sonora Investment Management
Arizona
$51K +$3.62K +22 +8%
LF
1744
Lee Financial
Texas
$50K – – –
JPLA
1745
Joseph P. Lucia & Associates
New York
$50K – – –
BAM
1746
Bellevue Asset Management
Washington
$50K – – –
HIM
1747
Hillsdale Investment Management
Ontario, Canada
$50K +$50K +300 New
CSS
1748
Cubist Systematic Strategies
Connecticut
$49K -$4.86M -29,377 -99%
TCCM
1749
Timber Creek Capital Management
Massachusetts
$49K – – –
PFA
1750
Professional Financial Advisors
Nebraska
$49K +$49K +300 New
68 69
70
71 72