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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 %
LWA
1851
Lowe Wealth Advisors
Maryland
$3K – – –
MWA
1852
Moser Wealth Advisors
Washington
$3K – – –
HWM
1853
HighMark Wealth Management
Minnesota
$3K – – –
FBT
1854
First Bank & Trust
South Dakota
$3K – – –
FWM
1855
Focused Wealth Management
New York
$3K – – –
CWA
1856
Carolina Wealth Advisors
South Carolina
$3K – – –
AFG
1857
Albion Financial Group
Utah
$2K -$12.2K -55 -86%
SQA
1858
Simon Quick Advisors
New Jersey
$2K -$1.07K -8 -35%
ONST
1859
Old North State Trust
North Carolina
$2K – – –
TFGT
1860
TS Financial Group (TSFG)
Illinois
$2K – – –
JWM
1861
Janiczek Wealth Management
Colorado
$2K +$615 +4 +44%
RTL
1862
Red Tortoise LLC
Georgia
$2K +$2K +15 New
CI
1863
Cordant Inc
Oregon
$1K +$1K +6 New
AA
1864
Addison Advisors
Vermont
$1K +$1K +8 New
ZIC
1865
ZWJ Investment Counsel
Georgia
– -$39.1M -236,579 Closed
Select Equity Group
1866
Select Equity Group
New York
– -$25.8M -156,095 Closed
LP
1867
LMR Partners
United Kingdom
– -$24.4M -147,464 Closed
PP
1868
Prudential plc
United Kingdom
– -$20.7M -125,175 Closed
CL
1869
COWA LLC
Oklahoma
– -$107K -105,000 Closed
WMSA
1870
Weiss Multi-Strategy Advisers
New York
– -$6.73M -40,711 Closed
Capstone Investment Advisors
1871
Capstone Investment Advisors
New York
– -$5.86M -35,489 Closed
CPC
1872
Cookson Peirce & Co
Pennsylvania
– -$4.13M -25,021 Closed
Hudson Bay Capital Management
1873
Hudson Bay Capital Management
Connecticut
– -$4.13M -25,000 Closed
LCAM
1874
Long Corridor Asset Management
Hong Kong
– -$3.31M -20,000 Closed
Primecap Management
1875
Primecap Management
California
– -$3.11M -18,800 Closed
73 74
75
76 77