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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 %
DBRC
1876
D.B. Root & Company
Pennsylvania
– -$443K -3,133 Closed
MUMSS
1877
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$361K -2,550 Closed
CPA
1878
Capital Planning Advisors
California
– -$359K -2,540 Closed
LOAME
1879
Lombard Odier Asset Management (Europe)
United Kingdom
– -$356K -2,514 Closed
EVM
1880
Evelyn V. Moreno
– -$354K -2,500 Closed
ESCM
1881
Echo Street Capital Management
New York
– -$335K -2,367 Closed
DTL
1882
Dynamic Technology Lab
Singapore
– -$316K -2,235 Closed
NICM
1883
Neo Ivy Capital Management
New York
– -$307K -2,173 Closed
Tudor Investment Corp
1884
Tudor Investment Corp
Connecticut
– -$264K -1,870 Closed
FC
1885
Ferris Capital
Massachusetts
– -$248K -1,753 Closed
FAIM
1886
Financial Advocates Investment Management
Washington
– -$231K -1,631 Closed
CA
1887
Capital Advantage
California
– -$231K -1,630 Closed
VIM
1888
Vista Investment Management
Pennsylvania
– -$229K -1,621 Closed
MW
1889
Marcum Wealth
Ohio
– -$216K -1,529 Closed
ACA
1890
Ackerman Capital Advisors
Texas
– -$212K -1,500 Closed
BI
1891
Blooom Inc
Kansas
– -$207K -1,433 Closed
GGHC
1892
Gilder Gagnon Howe & Co
New York
– -$151K -1,070 Closed
CAC
1893
Certified Advisory Corp
Florida
– -$144K -1,020 Closed
MWM
1894
Mascoma Wealth Management
New Hampshire
– -$111K -785 Closed
TCWM
1895
Total Clarity Wealth Management
Illinois
– -$96K -676 Closed
BDS
1896
Banco de Sabadell
Florida
– -$71K -500 Closed
MF
1897
Manchester Financial
California
– -$64K -454 Closed
TAIM
1898
TD Ameritrade Investment Management
Nebraska
– -$52K -432 Closed
SWP
1899
ShoreHaven Wealth Partners
New Jersey
– -$57K -400 Closed
NIC
1900
Northwest Investment Counselors
Oregon
– -$48K -341 Closed
73 74 75
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