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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 %
CIS
951
Capital International Sarl
California
$945K -$59.1K -418 -6%
IWS
952
Insight Wealth Strategies
California
$941K +$487K +3,439 +107%
PFBT
953
Parkside Financial Bank & Trust
Missouri
$940K -$108K -763 -10%
LWAM
954
Legacy Wealth Asset Management
Minnesota
$940K +$6.65K +47 +0.7%
RA
955
RFG Advisory
Alabama
$938K +$87.2K +617 +10%
SIM
956
Sentry Investment Management
Wisconsin
$931K -$4.45M -31,460 -83%
JWCA
957
J.W. Cole Advisors
Florida
$923K -$353K -2,500 -28%
PT
958
Plimoth Trust
Massachusetts
$923K -$127K -899 -12%
IWP
959
Icon Wealth Partners
Texas
$923K +$923K +6,526 New
TCPWM
960
Traverso Chambers Private Wealth Management
California
$922K – – –
CWP
961
Capital Wealth Planning
Florida
$919K -$47.4K -335 -5%
TCM
962
Teza Capital Management
Illinois
$918K +$918K +6,488 New
LNB
963
Ledyard National Bank
$917K +$275K +1,948 +43%
ABC
964
Associated Banc-Corp
Wisconsin
$914K -$131K -1,533 -13%
Verition Fund Management
965
Verition Fund Management
Connecticut
$912K -$148K -1,049 -14%
CCM
966
Compton Capital Management
Rhode Island
$912K +$28.3K +200 +3%
BB
967
Berkshire Bank
Massachusetts
$908K -$9.9K -70 -1%
CCM
968
Cullen Capital Management
New York
$903K +$903K +6,386 New
HH
969
Hilltop Holdings
Texas
$900K +$37.2K +263 +4%
SP
970
Symmetry Partners
Connecticut
$898K -$68.6K -485 -7%
IC
971
IEQ Capital
California
$895K +$895K +6,327 New
UR
972
USCA RIA
Texas
$892K +$16.8K +119 +2%
Rafferty Asset Management
973
Rafferty Asset Management
New York
$892K +$426K +3,008 +91%
SB
974
Sunflower Bank
Texas
$888K -$11.6K -82 -1%
HCM
975
Howard Capital Management
Georgia
$887K +$2.71K +18 +0.3%
37 38
39
40 41