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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 %
MAM
601
Meeder Asset Management
Ohio
$2.78M +$1.89M +13,393 +214%
AWM
602
Avior Wealth Management
Nebraska
$2.76M +$14.3K +101 +0.5%
CA
603
Clearstead Advisors
Ohio
$2.74M -$172K -1,215 -6%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$2.7M -$83K -587 -3%
KRSITF
605
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.7M +$42.6K +301 +2%
ODCM
606
Old Dominion Capital Management
Virginia
$2.69M -$74.3K -525 -3%
UB
607
UMB Bank
Missouri
$2.68M -$57.4K -406 -2%
M
608
Mirova
France
$2.68M +$2.68M +18,964 New
RJT
609
Raymond James Trust
Florida
$2.68M +$74.4K +526 +3%
SAM
610
Sawgrass Asset Management
Florida
$2.66M -$51.2K -362 -2%
Primecap Management
611
Primecap Management
California
$2.66M – – –
RIM
612
Redpoint Investment Management
Australia
$2.65M – – –
KPWS
613
Kestra Private Wealth Services
Texas
$2.64M +$87.8K +621 +3%
TW
614
TrinityPoint Wealth
Connecticut
$2.64M +$31.7K +224 +1%
EI
615
Ethic Inc
New York
$2.64M +$872K +6,164 +49%
BFIM
616
Beese Fulmer Investment Management
Ohio
$2.63M -$12.7K -90 -0.5%
IAA
617
Independent Advisor Alliance
North Carolina
$2.63M +$70.3K +497 +3%
WA
618
WP Advisors
California
$2.63M +$66.5K +470 +3%
WSCM
619
Wellington Shields Capital Management
New York
$2.62M -$142K -1,007 -5%
PRS
620
Pinkerton Retirement Specialists
Idaho
$2.62M +$24.6K +174 +0.9%
SWP
621
Strategic Wealth Partners
Ohio
$2.61M +$94.8K +670 +4%
AWM
622
Altium Wealth Management
New York
$2.61M +$380K +2,684 +17%
PCI
623
Pacifica Capital Investments
Texas
$2.61M – – –
HAG
624
HighPoint Advisor Group
Illinois
$2.6M +$57.2K +388 +2%
SWM
625
Salvus Wealth Management
New Jersey
$2.59M +$640K +4,355 +33%
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