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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 %
HFM
1751
Harvest Fund Management
China
$79K -$39.2K -235 -33%
PCFFS
1752
Pacific Center for Financial Services
California
$78K – – –
LF
1753
Lee Financial
Texas
$78K +$27.8K +166 +55%
BHWM
1754
Bay Harbor Wealth Management
Maryland
$77K +$29.6K +177 +62%
SCM
1755
Sirios Capital Management
Massachusetts
$76K -$41.8K -251 -36%
MSFP
1756
Mark Sheptoff Financial Planning
Connecticut
$75K +$33.3K +200 +80%
APP
1757
Alpha Paradigm Partners
Illinois
$75K +$75K +450 New
RVM
1758
Robinson Value Management
Texas
$74K -$1.97M -11,785 -96%
WPA
1759
West Paces Advisors
Georgia
$73.2K – – –
BCFD
1760
Boit C.F. David
$70K – – –
WIM
1761
Westside Investment Management
California
$67.1K – – –
FMB
1762
Field & Main Bank
Kentucky
$67K – – –
GG
1763
Gleason Group
Kentucky
$66K +$168 +1 +0.3%
EWM
1764
Edge Wealth Management
New York
$65K +$2.69K +16 +4%
RCG
1765
Rock Creek Group
District of Columbia
$64K -$55.6K -333 -47%
IWMWV
1766
Ironwood Wealth Management (West Virginia)
West Virginia
$63K – – –
CFD
1767
Creative Financial Designs
Indiana
$62K +$1.33K +8 +2%
TFIPS
1768
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.3K -$1.68K -10 -3%
IF
1769
Ironwood Financial
Arizona
$57K – – –
FA
1770
Financial Advantage
Maryland
$56K – – –
MAM
1771
Marquette Asset Management
Minnesota
$55K – – –
Nisa Investment Advisors
1772
Nisa Investment Advisors
Missouri
$53.4K -$2.93K -17,495 -5%
LFG
1773
Larson Financial Group
Missouri
$53K +$20K +119 +61%
BAM
1774
Bellevue Asset Management
Washington
$51K – – –
TCCM
1775
Timber Creek Capital Management
Massachusetts
$50K – – –
69 70
71
72 73