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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 %
SOAMC
801
Spirit of America Management Corp
New York
$1.45M -$134K -950 -8%
ISL
802
Ingalls & Snyder LLC
New York
$1.44M -$3.54K -25 -0.2%
FTDI
803
First Trust Direct Indexing
Massachusetts
$1.44M +$72.7K +514 +5%
DWM
804
Dakota Wealth Management
Florida
$1.44M +$1.44M +10,145 New
SJIM
805
St. Johns Investment Management
Florida
$1.43M -$40.5K -286 -3%
BWM
806
Buckley Wealth Management
Nevada
$1.43M -$14.1K -100 -1%
CC
807
Chicago Capital
Illinois
$1.43M -$28.3K -200 -2%
CCP
808
Corient Capital Partners
California
$1.43M +$132K +931 +10%
RC
809
RegentAtlantic Capital
New Jersey
$1.43M +$510K +3,607 +56%
Assenagon Asset Management
810
Assenagon Asset Management
Luxembourg
$1.42M -$98.2K -694 -6%
LS
811
Livforsakringsbolaget Skandia
Sweden
$1.42M – – –
CA
812
Cetera Advisors
Colorado
$1.42M +$39K +276 +3%
CDH
813
Charles D. Hyman
$1.42M -$24.2K -171 -2%
SC
814
Sovarnum Capital
New York
$1.41M -$4.81M -34,000 -77%
AWC
815
Abundance Wealth Counselors
Pennsylvania
$1.41M +$46K +325 +3%
AIM
816
Anchor Investment Management
South Carolina
$1.4M +$208K +1,469 +17%
KC
817
Knuff & Co
California
$1.39M – – –
CAM
818
Cresset Asset Management
Illinois
$1.39M -$1M -7,078 -42%
AC
819
Allstate Corporation
Illinois
$1.39M +$162K +1,147 +13%
BCPWM
820
Bradley & Co Private Wealth Management
Florida
$1.39M +$1.39M +9,803 New
HWMA
821
Heritage Wealth Management (Arizona)
Arizona
$1.38M +$1.38M +9,749 New
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$1.38M -$71.3K -504 -5%
IA
823
IndexIQ Advisors
New York
$1.37M -$2.96M -20,903 -68%
SFO
824
Stokes Family Office
Louisiana
$1.36M -$861K -6,086 -39%
AW
825
ACG Wealth
Georgia
$1.35M -$59.8K -423 -4%
31 32
33
34 35