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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 %
KW
901
KWB Wealth
California
$1.1M +$102K +721 +10%
MSAM
902
Moloney Securities Asset Management
Missouri
$1.1M -$14.1K -100 -1%
YIA
903
YHB Investment Advisors
Connecticut
$1.09M -$3.75K -25 -0.3%
BIC
904
Beach Investment Counsel
Pennsylvania
$1.09M – – –
DPIM
905
Duff & Phelps Investment Management
Illinois
$1.09M – – –
SM
906
Sciencast Management
New Jersey
$1.08M -$49.2K -337 -4%
CT
907
Coastline Trust
Rhode Island
$1.06M -$285K -2,015 -21%
CBA
908
Coastal Bridge Advisors
Connecticut
$1.06M +$1.56K +11 +0.1%
ECM
909
Evergreen Capital Management
Washington
$1.06M +$55K +389 +5%
PSB
910
Piscataqua Savings Bank
New Hampshire
$1.05M +$1.05M +7,440 New
VCAM
911
Van Cleef Asset Management
Ohio
$1.05M +$29.7K +210 +3%
FPCP
912
Fort Point Capital Partners
California
$1.05M – – –
MC
913
Moors & Cabot
Massachusetts
$1.05M -$430K -3,041 -29%
IHL
914
Investment House LLC
California
$1.04M -$56.6K -400 -5%
CAG
915
Crestwood Advisors Group
Massachusetts
$1.04M +$10.8K +76 +1%
WB
916
WesBanco Bank
West Virginia
$1.04M +$1.04M +7,333 New
MAA
917
Mraz Amerine & Associates
California
$1.03M -$28.1K -199 -3%
GRP
918
Global Retirement Partners
California
$1.03M +$5.23K +37 +0.5%
TCOT
919
Trust Company of Toledo
Ohio
$1.02M -$67.5K -477 -6%
IWC
920
Integrated Wealth Concepts
Massachusetts
$1.02M +$220K +1,552 +27%
JIC
921
Joel Isaacson & Co
New York
$1.02M – – –
STC
922
Sarah T. Connolly
$1.02M – – –
Cerity Partners
923
Cerity Partners
New York
$1.02M -$212K -1,501 -17%
SWA
924
SOA Wealth Advisors
New York
$1.01M +$18.7K +132 +2%
AWA
925
Arete Wealth Advisors
Illinois
$1.01M +$101K +713 +11%
35 36
37
38 39