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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
$1.95B
2
BlackRock
BlackRock
New York
$8.05B
3
Artisan Partners
Artisan Partners
Wisconsin
$1.12B
4
Holocene Advisors
Holocene Advisors
New York
$148M
5
Macquarie Group
Macquarie Group
Australia
$172M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.08B
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$169M
3
Dodge & Cox
Dodge & Cox
California
$2.09B
4
Bank of America
Bank of America
North Carolina
$801M
5
BCF
BLS Capital Fondsmaeglerselskab
Denmark
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
1826
HighMark Wealth Management
Minnesota
$3K – – –
MWA
1827
Moser Wealth Advisors
Washington
$3K – – –
SQA
1828
Simon Quick Advisors
New Jersey
$3K +$3K +23 New
ONST
1829
Old North State Trust
North Carolina
$2K – – –
FWM
1830
Focused Wealth Management
New York
$2K +$667 +5 +50%
SMG
1831
Spectrum Management Group
Indiana
$2K +$2K +12 New
TFGT
1832
TS Financial Group (TSFG)
Illinois
$2K +$2K +14 New
Walleye Capital
1833
Walleye Capital
New York
$1.12K +$223 +1,352 +25%
CWA
1834
Core Wealth Advisors
Florida
$1K – – –
JWM
1835
Janiczek Wealth Management
Colorado
$1K +$1K +9 New
H
1836
HoyleCohen
California
$720 – – –
WA
1837
Waddell & Associates
Tennessee
$337 +$337 +2,042 New
KJHP
1838
K.J. Harrison & Partners
Ontario, Canada
$262 +$5 +32 +2%
MA
1839
MBA Advisors
Pennsylvania
$229 +$229 +1,387 New
BCF
1840
BLS Capital Fondsmaeglerselskab
Denmark
– -$105M -739,706 Closed
Balyasny Asset Management
1841
Balyasny Asset Management
Illinois
– -$56M -395,620 Closed
MIFH
1842
Migdal Insurance & Financial Holdings
Israel
– -$39.3M -277,160 Closed
GC
1843
Gillson Capital
Illinois
– -$27.9M -197,484 Closed
Capital Fund Management (CFM)
1844
Capital Fund Management (CFM)
France
– -$12.4M -87,751 Closed
SSA
1845
Schonfeld Strategic Advisors
New York
– -$12.1M -85,614 Closed
Wolverine Trading
1846
Wolverine Trading
Illinois
– -$11.9M -83,007 Closed
QC
1847
Quadrature Capital
United Kingdom
– -$6.74M -47,658 Closed
MCM
1848
MKP Capital Management
New York
– -$5.35M -37,844 Closed
CII
1849
Capital International Inc
California
– -$5.06M -35,798 Closed
WIA
1850
Wealthstreet Investment Advisors
Texas
– -$4.42M -31,272 Closed
72 73
74
75 76