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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 %
RWP
776
RWA Wealth Partners
Massachusetts
$1.56M +$14.1K +100 +0.9%
GFA
777
Gifford Fong Associates
California
$1.56M – – –
TNA
778
True North Advisors
Texas
$1.56M – – –
HI
779
Harbour Investments
Wisconsin
$1.55M +$1.55M +10,957 New
AAS
780
Avantax Advisory Services
Texas
$1.55M -$378K -2,672 -20%
TBNY
781
Trustco Bank (New York)
New York
$1.54M -$14.1K -100 -0.9%
FWA
782
FOCUS Wealth Advisors
Texas
$1.53M +$21.4K +148 +1%
IWA
783
Intercontinental Wealth Advisors
Texas
$1.53M +$98.7K +698 +7%
RG
784
Rathbones Group
United Kingdom
$1.53M +$100K +710 +7%
UHC
785
Union Heritage Capital
Michigan
$1.53M +$1.53M +10,788 New
S
786
Seeyond
France
$1.52M +$435K +3,080 +40%
LWCFA
787
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.52M +$72.6K +513 +5%
SWMG
788
Signature Wealth Management Group
Georgia
$1.51M +$61.8K +437 +4%
EFM
789
E Fund Management
China
$1.51M +$1.51M +10,685 New
NHC
790
Nicholas Hoffman & Company
Georgia
$1.51M +$133K +939 +10%
GG
791
Greenwood Gearhart
Arkansas
$1.5M -$238K -1,685 -14%
MCM
792
McMillion Capital Management
North Carolina
$1.49M -$1.42K -10 -0.1%
IFWM
793
Institute for Wealth Management
Colorado
$1.48M -$59.7K -422 -4%
HIC
794
Hartline Investment Corp
Illinois
$1.48M – – –
IPW
795
Inlet Private Wealth
Florida
$1.47M +$424 +3 +0%
LC
796
Lincoln Capital
Nebraska
$1.47M -$9.9K -70 -0.7%
WC
797
Woodstock Corp
Massachusetts
$1.46M -$7.64K -54 -0.5%
VVP
798
Venture Visionary Partners
Ohio
$1.46M +$213K +1,508 +17%
BAM
799
Berkshire Asset Management
Pennsylvania
$1.46M -$12.9K -91 -0.9%
PCA
800
Personal Capital Advisors
California
$1.46M -$307K -2,168 -17%
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