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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 %
CPA
1801
Cowen Prime Advisors
New York
$34K – – –
TVWM
1802
Tower View Wealth Management
Wisconsin
$34K +$34K +200 New
CPC
1803
Consolidated Planning Corp
Georgia
$34K +$34K +201 New
BIA
1804
Bell Investment Advisors
California
$34K +$34K +205 New
AWM
1805
AllSquare Wealth Management
New York
$33K – – –
JGIA
1806
Jackson Grant Investment Advisers
Connecticut
$32K +$16.8K +100 +111%
RA
1807
Resolute Advisors
California
$31K – – –
SFP
1808
Sterling Financial Planning
New Jersey
$30K – – –
FPB
1809
First PREMIER Bank
South Dakota
$30K – – –
RTC
1810
Riverview Trust Company
Washington
$28K – – –
FAM
1811
Fred Alger Management
New York
$27K +$27K +159 New
TCWA
1812
Ten Capital Wealth Advisors
Washington
$25K – – –
IFA
1813
Interactive Financial Advisors
Illinois
$25K – – –
GM
1814
GeoWealth Management
Illinois
$23K -$21.6K -126 -48%
SCA
1815
Stuart Chaussee & Associates
California
$23K – – –
SWM
1816
Sugarloaf Wealth Management
Georgia
$23K +$168 +1 +0.7%
CFO
1817
CVA Family Office
Colorado
$22K -$93.8K -955 -81%
AFIA
1818
America First Investment Advisors
Nebraska
$20K – – –
HWM
1819
Holloway Wealth Management
Florida
$20K -$20K – –
SGAM
1820
Smith Group Asset Management
Texas
$20K +$1.31K +8 +7%
AWMS
1821
Advocacy Wealth Management Services
Georgia
$19K -$1.67K -10 -8%
Optiver Holding
1822
Optiver Holding
Netherlands
$18K +$12.5K +73 +228%
BCA
1823
Bray Capital Advisors
Florida
$18K +$18K +108 New
IHWM
1824
Iron Horse Wealth Management
Iowa
$17K – – –
TC
1825
Tacita Capital
Ontario, Canada
$17K – – –
71 72
73
74 75