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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 %
RCC
1051
Red Cedar Capital
Nebraska
$713K – – –
WFO
1052
Wealthgate Family Office
Colorado
$713K – – –
SCA
1053
Sippican Capital Advisors
Massachusetts
$707K -$3.53K -25 -0.5%
SFA
1054
Sequoia Financial Advisors
Ohio
$707K +$1.42K +10 +0.2%
EAM
1055
Evanson Asset Management
California
$707K +$23.9K +169 +4%
SM
1056
SG3 Management
Puerto Rico
$707K +$707K +5,000 New
LRPA
1057
L. Roy Papp & Associates
Arizona
$706K -$153K -1,080 -18%
DI
1058
Diligent Investors
California
$705K – – –
FPCG
1059
Fort Pitt Capital Group
Pennsylvania
$703K +$5.8K +41 +0.8%
TMAM
1060
Tokio Marine Asset Management
Japan
$702K +$145K +1,028 +26%
RSWM
1061
Robertson Stephens Wealth Management
California
$702K +$252K +1,779 +56%
SIA
1062
SkyView Investment Advisors
New Jersey
$701K +$31.8K +225 +5%
BFC
1063
Bedel Financial Consulting
Indiana
$700K +$23.6K +167 +3%
BFM
1064
Boston Financial Management
Massachusetts
$694K -$110K -777 -14%
FCCM
1065
First City Capital Management
Georgia
$692K -$3.81K -25 -0.5%
AFC
1066
AFT Forsyth & Company
Florida
$688K +$1.42K +10 +0.2%
PK
1067
Pflug Koory
Nebraska
$686K -$35.3K -250 -5%
DA
1068
Doliver Advisors
Texas
$686K +$24.1K +170 +4%
MAM
1069
Madison Asset Management
Wisconsin
$684K – – –
AIM
1070
Alhambra Investment Management
Florida
$683K -$92K -650 -12%
MMG
1071
Monetary Management Group
Missouri
$682K -$42.4K -300 -6%
EGM
1072
Engineers Gate Manager
New York
$679K +$423K +2,990 +165%
AF
1073
Advisornet Financial
Minnesota
$678K +$707 +5 +0.1%
SAM
1074
S.A. Mason
Michigan
$678K +$35.4K +250 +6%
LW
1075
Linscomb Wealth
Texas
$675K -$15.3K -108 -2%
41 42
43
44 45