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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 %
HAIM
1201
Hunter Associates Investment Management
Pennsylvania
$486K -$17.7K -125 -4%
GBT
1202
Grove Bank & Trust
Florida
$485K – – –
DWM
1203
Defined Wealth Management
Oregon
$483K – – –
SYBT
1204
Stock Yards Bank & Trust
Kentucky
$482K +$84.8K +600 +21%
HFM
1205
Hartford Financial Management
Connecticut
$478K -$9.48K -67 -2%
PIM
1206
Profit Investment Management
Maryland
$478K – – –
MWM
1207
Meridian Wealth Management
Kentucky
$477K +$18.9K +134 +4%
SAM
1208
SignalPoint Asset Management
Missouri
$476K -$9.19K -65 -2%
AWA
1209
Arkadios Wealth Advisors
Georgia
$476K +$78.2K +554 +20%
MC
1210
Maverick Capital
Texas
$475K -$146M -1,032,033 -100%
SIC
1211
Salem Investment Counselors
North Carolina
$473K +$7.07K +50 +2%
4WM
1212
44 Wealth Management
Oregon
$470K -$107K -754 -18%
NP
1213
NorthRock Partners
Minnesota
$466K +$1.42K +10 +0.3%
CQS
1214
Credential Qtrade Securities
$464K +$181K +1,277 +64%
IIC
1215
Integrated Investment Consultants
Michigan
$464K – – –
FCBT
1216
First Citizens Bank & Trust
North Carolina
$461K +$2.41K +17 +0.5%
SNT
1217
Security National Trust
West Virginia
$459K – – –
EH
1218
Equitable Holdings
New York
$458K -$151K -1,069 -25%
RI
1219
Ridgewood Investments
New Jersey
$458K -$13.7K -97 -3%
DC
1220
Derby & Company
Massachusetts
$458K – – –
FFA
1221
First Foundation Advisors
California
$457K -$12.3K -87 -3%
CYG
1222
Clean Yield Group
Vermont
$457K -$4.24K -30 -0.9%
BL
1223
Balentine LLC
Georgia
$456K +$141 +1 +0%
WIM
1224
Wittenberg Investment Management
Massachusetts
$454K – – –
GLLW
1225
Graves Light Lenhart Wealth
Virginia
$454K +$12.4K +88 +3%
47 48
49
50 51