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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 %
JWCA
851
J.W. Coons Advisors
Ohio
$1.27M +$35.2K +250 +3%
BCM
852
Boltwood Capital Management
California
$1.27M -$80.9K -572 -6%
SC
853
Savant Capital
Illinois
$1.26M -$26.7K -189 -2%
SWM
854
SeaCrest Wealth Management
New York
$1.26M +$829K +5,857 +194%
EWM
855
Evermay Wealth Management
Virginia
$1.25M -$101K -713 -7%
PAM
856
Palisade Asset Management
Minnesota
$1.25M +$10.3K +73 +0.8%
I
857
INVST
Indiana
$1.24M +$188K +1,226 +18%
KWM
858
Keebeck Wealth Management
Illinois
$1.24M +$330K +2,327 +36%
CFFP
859
Center for Financial Planning
Michigan
$1.24M – – –
NA
860
NewEdge Advisors
Louisiana
$1.23M -$942K -6,659 -43%
CI
861
Conning Inc
Connecticut
$1.23M -$108K -760 -8%
TIM
862
Thompson Investment Management
Wisconsin
$1.23M – – –
TNB
863
TCF National Bank
South Dakota
$1.22M -$7.22M -51,054 -86%
RMAM
864
Raab & Moskowitz Asset Management
New Jersey
$1.22M -$2.97K -21 -0.2%
HVIA
865
Hudson Valley Investment Advisors
New York
$1.22M +$1.22M +8,600 New
IA
866
Insight Advisors
Pennsylvania
$1.21M +$110K +720 +10%
AAM
867
Auxier Asset Management
Oregon
$1.21M – – –
BCM
868
Barometer Capital Management
Ontario, Canada
$1.21M +$1.21M +8,530 New
VFA
869
Voya Financial Advisors
Connecticut
$1.2M -$117K -816 -9%
OIS
870
Okabena Investment Services
Minnesota
$1.2M -$69.5K -491 -5%
EHC
871
Everett Harris & Co
California
$1.2M – – –
FB
872
Fulton Bank
Pennsylvania
$1.2M +$74.5K +527 +7%
SHWM
873
Silicon Hills Wealth Management
Texas
$1.19M +$6.79K +48 +0.6%
OWP
874
Obermeyer Wealth Partners
Colorado
$1.19M +$773K +5,468 +187%
CAG
875
Csenge Advisory Group
Florida
$1.18M +$1.33K +9 +0.1%
33 34
35
36 37