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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 %
BIA
976
Bigelow Investment Advisors
Maine
$883K +$130K +917 +17%
GFG
977
Greystone Financial Group
Michigan
$880K -$8.8M -57,003 -91%
TC
978
Telemus Capital
Michigan
$879K -$3.51K -24 -0.4%
PGWM
979
Parisi Gray Wealth Management
New Jersey
$879K +$1.41K +10 +0.2%
BA
980
Bridgewater Advisors
New York
$879K +$879K +5,770 New
APW
981
Aurora Private Wealth
New Jersey
$870K -$283 -2 -0%
WA
982
WealthTrust Axiom
Pennsylvania
$864K -$42.4K -300 -5%
BPA
983
Beacon Pointe Advisors
California
$862K -$252K -1,783 -23%
PTC
984
Private Trust Company
Ohio
$860K -$28.7K -203 -3%
BHBT
985
Burke & Herbert Bank & Trust
Virginia
$858K -$322K -2,278 -27%
LCS
986
Levin Capital Strategies
New York
$858K -$141K -1,000 -14%
SWRP
987
Summit Wealth & Retirement Planning
California
$856K – – –
VRM
988
Vectors Research Management
New York
$853K – – –
HC
989
HNP Capital
New York
$853K – – –
TW
990
Transform Wealth
Colorado
$852K -$10.9K -77 -1%
LWANC
991
Laurel Wealth Advisors (North Carolina)
North Carolina
$850K -$17.7K -125 -2%
WC
992
Weil Company
California
$849K – – –
SSG
993
Summit Securities Group
New York
$849K +$552K +3,900 +186%
DBT
994
Dubuque Bank & Trust
Iowa
$848K +$30.4K +215 +4%
S
995
SignatureFD
Georgia
$848K +$153K +1,082 +22%
TI
996
Tidal Investments
Wisconsin
$848K +$317K +2,244 +60%
RMC
997
Resources Management Corp
Connecticut
$845K +$6.79K +48 +0.8%
BAM
998
Boyar Asset Management
New York
$844K -$14.3K -101 -2%
CIA
999
Capital Investment Advisors
Georgia
$842K +$11K +78 +1%
B
1000
Barings
North Carolina
$841K +$42.8K +302 +5%
38 39
40
41 42