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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
$425M
2
UBS AM
UBS AM
Illinois
$827M
3
DZ Bank
DZ Bank
Germany
$902M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
$92.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$103M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$45.6B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.33B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.49B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$780K
5
Artisan Partners
Artisan Partners
Wisconsin
$901M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
1826
Pin Oak Investment Advisors
Texas
$16K -$14.5K -84 -47%
WAS
1827
Winch Advisory Services
Wisconsin
$16K – – –
FPS
1828
Fieldpoint Private Securities
Connecticut
$15K +$3.3K +20 +28%
GPA
1829
Guidance Point Advisors
Massachusetts
$15K +$15K +90 New
NICM
1830
Neo Ivy Capital Management
New York
$14K +$14K +146 New
DWMG
1831
DB Wealth Management Group
California
$13K – – –
OSNBOA
1832
Old Second National Bank of Aurora
Illinois
$12K – – –
Loomis, Sayles & Company
1833
Loomis, Sayles & Company
Massachusetts
$12K +$12K +73 New
CP
1834
Corbenic Partners
Pennsylvania
$11K -$5.83K -35 -35%
AW
1835
Alaethes Wealth
Nevada
$11K – – –
SMG
1836
Spectrum Management Group
Indiana
$11K +$9K +54 +450%
EWA
1837
Evolution Wealth Advisors
Florida
$10K – – –
BBHC
1838
Brown Brothers Harriman & Co
New York
$9.97K +$1.67K +9,985 +20%
AWM
1839
Activest Wealth Management
Florida
$9K -$8.04K -50 -47%
PPWM
1840
PFG Private Wealth Management
Florida
$9K +$9K +54 New
ACA
1841
Atlas Capital Advisors
Wyoming
$8.04K – – –
HFA
1842
HC Financial Advisors
California
$8K – – –
RG
1843
Retirement Group
California
$8K +$8K +50 New
HCM
1844
Horrell Capital Management
Arkansas
$7K – – –
MS
1845
Mizuho Securities
Japan
$7K – – –
GEA
1846
Glen Eagle Advisors
New Jersey
$6.37K – – –
CWC
1847
Carolinas Wealth Consulting
North Carolina
$6K – – –
PCH
1848
Polar Capital Holdings
United Kingdom
$5.51K -$4.26K -25,401 -44%
RS
1849
Robeco Schweiz
Switzerland
$5.06K +$39 +230 +0.8%
JIR
1850
James Investment Research
Ohio
$4K – – –
72 73
74
75 76