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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 %
YWP
1076
YorkBridge Wealth Partners
New York
$673K -$11K -78 -2%
SBH
1077
Segall Bryant & Hamill
Illinois
$670K -$113K -800 -14%
VWA
1078
V Wealth Advisors
Kansas
$670K +$28.8K +204 +4%
TCM
1079
Tufton Capital Management
Maryland
$669K – – –
WA
1080
WBH Advisory
Maryland
$666K +$142 +1 +0%
6F
1081
626 Financial
Michigan
$666K +$666K +3,564 New
RMCM
1082
Reynders McVeigh Capital Management
Massachusetts
$661K -$5.8K -41 -0.9%
SC
1083
Schulhoff & Co
Ohio
$657K – – –
TWA
1084
TCI Wealth Advisors
Arizona
$656K -$24.6K -174 -4%
BA
1085
Birinyi Associates
Connecticut
$655K -$46K -325 -7%
BTWM
1086
Baker Tilly Wealth Management
Wisconsin
$655K +$233K +1,647 +55%
AL
1087
Aspiriant LLC
California
$652K -$14.4K -102 -2%
LIM
1088
Leavell Investment Management
Alabama
$650K -$14.2K -100 -2%
LA
1089
Legacy Advisors
Pennsylvania
$650K +$141K +1,000 +28%
CC
1090
Cipher Capital
New York
$650K +$650K +4,593 New
LFAS
1091
Level Four Advisory Services
Texas
$648K -$119K -845 -16%
SIG
1092
Sargent Investment Group
Maryland
$648K -$10.5K -74 -2%
AIC
1093
Ameritas Investment Company
Nebraska
$644K +$218K +1,543 +51%
SVWAG
1094
Sound View Wealth Advisors Group
Georgia
$643K -$27.5K -194 -4%
BAAM
1095
Baker Avenue Asset Management
California
$641K -$569K -4,027 -47%
ST
1096
Spinnaker Trust
Maine
$639K -$51.9K -367 -8%
BRWM
1097
B. Riley Wealth Management
Tennessee
$634K -$244K -1,725 -28%
CLOS
1098
Compagnie Lombard Odier SCmA
Switzerland
$634K +$115K +810 +22%
RT
1099
Rockland Trust
Massachusetts
$633K -$89.7K -635 -12%
KWA
1100
KCS Wealth Advisory
California
$630K -$171K -1,208 -21%
42 43
44
45 46