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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 %
B
1876
BP
United Kingdom
– -$2.67M -16,170 Closed
PIC
1877
PCJ Investment Counsel
Ontario, Canada
– -$2.48M -15,000 Closed
BFA
1878
Brendel Financial Advisors
New Hampshire
– -$2.33M -14,100 Closed
FC
1879
FORA Capital
Florida
– -$2M -12,095 Closed
KWM
1880
Keebeck Wealth Management
Illinois
– -$1.79M -10,803 Closed
CPSC
1881
Carl P. Sherr & Co
Massachusetts
– -$1.55M -9,394 Closed
JF
1882
Jump Financial
Illinois
– -$1.48M -8,934 Closed
AWC
1883
Abundance Wealth Counselors
Pennsylvania
– -$1.43M -8,622 Closed
Walleye Capital
1884
Walleye Capital
New York
– -$1.12K -6,748 Closed
DA
1885
Duality Advisers
Florida
– -$1.04M -6,290 Closed
IC
1886
Inscription Capital
Texas
– -$966K -5,844 Closed
LSAG
1887
Lake Street Advisors Group
New Hampshire
– -$925K -5,487 Closed
Verition Fund Management
1888
Verition Fund Management
Connecticut
– -$795K -4,813 Closed
PCM
1889
Prelude Capital Management
New York
– -$747K -4,523 Closed
XS
1890
XR Securities
Illinois
– -$657K -3,974 Closed
SAM
1891
Synergy Asset Management
Washington
– -$512K -3,101 Closed
TCM
1892
Triumph Capital Management
Colorado
– -$529K -3,066 Closed
AG
1893
Appleton Group
Wisconsin
– -$465K -2,815 Closed
LBD
1894
Landsberg Bennett & Dubbaneh
Florida
– -$459K -2,792 Closed
TI
1895
Trexquant Investment
Connecticut
– -$438K -2,649 Closed
PWM
1896
PRW Wealth Management
Massachusetts
– -$410K -2,480 Closed
MS
1897
Madden Securities
Texas
– -$405K -2,450 Closed
Rafferty Asset Management
1898
Rafferty Asset Management
New York
– -$378K -2,288 Closed
BCM
1899
BlueCrest Capital Management
Jersey
– -$364K -2,204 Closed
DCM
1900
Donaldson Capital Management
Indiana
– -$353K -2,136 Closed
74 75
76
77 78