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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 %
WA
1901
Waddell & Associates
Tennessee
– -$337 -2,042 Closed
GHA
1902
GW Henssler & Associates
Georgia
– -$327K -1,979 Closed
T
1903
TRUADVICE
Florida
– -$342K -1,977 Closed
RFM
1904
Royal Fund Management
Florida
– -$316K -1,916 Closed
4WM
1905
44 Wealth Management
Oregon
– -$311K -1,882 Closed
CFA
1906
Camarda Financial Advisors
Florida
– -$295K -1,788 Closed
SCM
1907
Southport Capital Management
Tennessee
– -$275K -1,665 Closed
SLT
1908
St Louis Trust
Missouri
– -$271K -1,640 Closed
SAS
1909
Stelac Advisory Services
New York
– -$270K -1,632 Closed
AAIM
1910
Asset Advisors Investment Management
Georgia
– -$264K -1,600 Closed
DS
1911
DRW Securities
Illinois
– -$264K -1,598 Closed
FNBOO
1912
First National Bank of Omaha
Nebraska
– -$211K -1,492 Closed
BFG
1913
Bouchey Financial Group
New York
– -$247K -1,492 Closed
ACA
1914
Affinity Capital Advisors
California
– -$236K -1,431 Closed
ACG
1915
Allen Capital Group
Nebraska
– -$236K -1,431 Closed
KA
1916
KLCM Advisors
Wisconsin
– -$230K -1,395 Closed
GGS
1917
Galvin Gaustad & Stein
Arizona
– -$227K -1,375 Closed
CC
1918
Claybrook Capital
Massachusetts
– -$224K -1,354 Closed
SIM
1919
Spark Investment Management
New York
– -$214K -1,300 Closed
LFF
1920
Level Four Financial
Texas
– -$212K -1,285 Closed
MWP
1921
MYCIO Wealth Partners
Pennsylvania
– -$212K -1,282 Closed
BWM
1922
Bulltick Wealth Management
Florida
– -$210K -1,273 Closed
PGA
1923
Portland Global Advisors
Maine
– -$204K -1,237 Closed
GCP
1924
GSA Capital Partners
United Kingdom
– -$203K -1,228 Closed
LFA
1925
Legacy Financial Advisors
Kentucky
– -$201K -1,215 Closed
74 75 76
77
78