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American Express
AXP

Overview Fund Activity

1,771 hedge funds and large institutions have $96.2B invested in American Express in 2021 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 564 increasing their positions, 714 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
+57
Holders Change %
+3.33%
% of All Funds
31.19%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.79%
New
180
Increased
564
Reduced
714
Closed
105
Calls
$799M
Puts
$1.31B
Net Calls
-$514M
Net Calls Change
+$99M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.02B
2
AllianceBernstein
AllianceBernstein
Tennessee
+$324M
3
State Street
State Street
Massachusetts
+$218M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$180M
5
CVA
Ceredex Value Advisors
Florida
+$121M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$632M
2
LP
Longview Partners
Guernsey
-$243M
3
HMP
HS Management Partners
New York
-$162M
4
MC
Maverick Capital
Texas
-$146M
5
DZ Bank
DZ Bank
Germany
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
526
Chicago Trust
Illinois
$3.85M -$30.5K -216 -0.8%
WF
527
WoodTrust Financial
Wisconsin
$3.85M -$3.41M -24,099 -47%
RBA
528
Richard Bernstein Advisors
New York
$3.84M – – –
FIB
529
First Interstate Bancsystem
Montana
$3.83M +$3.83M +27,073 New
RC
530
Roundview Capital
New Jersey
$3.83M +$11.9K +84 +0.3%
FMTC
531
Farmers & Merchants Trust Company
California
$3.8M +$172K +1,216 +5%
AWM
532
AE Wealth Management
Kansas
$3.8M +$577K +4,082 +18%
HW
533
Hancock Whitney
Mississippi
$3.79M -$716K -5,060 -16%
DADC
534
D.A. Davidson & Co
Montana
$3.75M -$45.4K -321 -1%
PRA
535
Pine Ridge Advisers
New York
$3.75M – – –
CCP
536
Clifford Capital Partners
Utah
$3.73M -$9.64M -68,179 -72%
BZWA
537
Blue Zone Wealth Advisors
California
$3.72M -$1.7K -12 -0%
VAS
538
Vestmark Advisory Solutions
Massachusetts
$3.7M +$61.7K +436 +2%
FNT
539
First National Trust
Pennsylvania
$3.69M +$19.5K +138 +0.5%
MCM
540
Mitchell Capital Management
Kansas
$3.67M +$384K +2,713 +12%
IEFM
541
IQ EQ Fund Management
Ireland
$3.66M -$273K -1,930 -7%
TCOV
542
Trust Company of Vermont
Vermont
$3.63M +$110K +777 +3%
NEAM
543
New England Asset Management
Connecticut
$3.62M – – –
SWP
544
Stratos Wealth Partners
Ohio
$3.6M -$34.4K -243 -0.9%
FG
545
Foster Group
Iowa
$3.57M -$57.8K -409 -2%
AP
546
Advisor Partners
California
$3.57M -$38.3K -271 -1%
BL
547
Bleichroeder LP
New York
$3.54M – – –
GFI
548
Global Frontier Investments
South Carolina
$3.54M – – –
FG
549
Fiduciary Group
Georgia
$3.51M -$20.6K -134 -0.6%
CWM
550
Concentric Wealth Management
California
$3.51M +$76.9K +544 +2%
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