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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 %
WMC
1026
Westwood Management Corporation
Illinois
$764K +$226K +1,600 +42%
CC
1027
Constitution Capital
Connecticut
$757K -$127K -900 -14%
BS
1028
Boenning & Scattergood
Pennsylvania
$757K +$52.4K +371 +7%
CCM
1029
Coldstream Capital Management
Washington
$755K -$4.1M -28,972 -84%
SCM
1030
Shelton Capital Management
Colorado
$752K -$40.7K -288 -5%
WA
1031
Wealth Alliance
New York
$750K -$146K -1,030 -16%
KWM
1032
Kingsview Wealth Management
Oregon
$748K -$15.8K -109 -2%
BJL
1033
Brighton Jones LLC
Washington
$748K +$247K +1,745 +49%
MFW
1034
Meristem Family Wealth
Minnesota
$747K – – –
TAM
1035
Trust Asset Management
Texas
$746K +$132K +934 +22%
TC
1036
TownSquare Capital
Utah
$742K -$1.31M -9,281 -64%
BP
1037
Ballentine Partners
Massachusetts
$739K -$27.6K -195 -4%
PGCM
1038
Prescott Group Capital Management
Oklahoma
$735K – – –
OPS
1039
Orion Portfolio Solutions
Nebraska
$734K +$10.6K +75 +1%
EAM
1040
Erste Asset Management
Austria
$732K +$143K +1,000 +24%
GC
1041
Garde Capital
Washington
$731K -$58.3K -412 -7%
LCM
1042
Leisure Capital Management
California
$731K -$2.83K -20 -0.4%
PCS
1043
Personal CFO Solutions
New Jersey
$730K +$64.1K +453 +10%
SA
1044
Strategic Advisors
New York
$728K +$9.75K +69 +1%
MAM
1045
Morse Asset Management
Connecticut
$727K -$14.1K -100 -2%
MWM
1046
Mission Wealth Management
California
$725K +$154K +1,086 +27%
XS
1047
XR Securities
Illinois
$724K +$449K +3,172 +163%
FHA
1048
Flagship Harbor Advisors
Massachusetts
$717K -$24.3K -172 -3%
MCM
1049
Manchester Capital Management
Vermont
$714K – – –
Koshinski Asset Management
1050
Koshinski Asset Management
Illinois
$714K +$164K +1,160 +30%
40 41
42
43 44