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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 %
CW
751
CreativeOne Wealth
Kansas
$1.67M -$54.6K -386 -3%
CA
752
CSM Advisors
Pennsylvania
$1.67M +$1.67M +11,809 New
SCP
753
Sandhill Capital Partners
New York
$1.66M +$32.5K +230 +2%
VPIM
754
Vanguard Personalized Indexing Management
California
$1.66M +$841K +5,946 +103%
CNC
755
Canandaigua National Corp
New York
$1.65M -$899K -6,351 -35%
FBC
756
Fairfield, Bush & Co
Connecticut
$1.64M – – –
LT
757
Lindsell Train
United Kingdom
$1.64M – – –
PH
758
Pinnacle Holdings
Oklahoma
$1.64M -$3.96K -28 -0.2%
GJIC
759
Gamble Jones Investment Counsel
California
$1.64M – – –
PWMAG
760
Pinnacle Wealth Management Advisory Group
New Jersey
$1.63M -$250K -1,765 -13%
BO
761
BRR OpCo
Ohio
$1.63M -$74.5K -527 -4%
EH
762
Employers Holdings
Nevada
$1.63M – – –
B
763
Bailard
California
$1.62M +$56.6K +400 +4%
RHBC
764
R.H. Bluestein & Co
Michigan
$1.62M -$377K -2,665 -19%
APA
765
American Portfolios Advisors
New York
$1.62M +$170K +1,199 +12%
FWM
766
Frontier Wealth Management
Missouri
$1.62M -$8.77K -62 -0.5%
DAS
767
Dynamic Advisor Solutions
Arizona
$1.61M +$1.28M +9,061 +392%
TPCW
768
TD Private Client Wealth
New York
$1.61M -$44.1K -312 -3%
VFA
769
Valeo Financial Advisors
Indiana
$1.6M -$124K -874 -7%
PWP
770
Private Wealth Partners
California
$1.59M -$2.12K -15 -0.1%
CBB
771
Citizens Business Bank
California
$1.58M – – –
QI
772
QS Investors
New York
$1.58M -$16.3K -115 -1%
RIL
773
Rothschild Investment LLC
Illinois
$1.58M – – –
JI
774
Jeereddi Investments
California
$1.57M – – –
MWM
775
Madison Wealth Management
Ohio
$1.56M +$22.8K +161 +1%
29 30
31
32 33