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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 %
CBT
1226
Capital Bank & Trust
California
$454K +$454K +3,210 New
SCA
1227
Stonebridge Capital Advisors
Minnesota
$453K -$5.94K -42 -1%
ERIM
1228
Eagle Ridge Investment Management
Connecticut
$452K – – –
CANC
1229
Culbertson A N & Co
Virginia
$450K +$196K +1,385 +77%
GAM
1230
Garrison Asset Management
Arkansas
$449K -$18.3K -129 -4%
HWA
1231
Heritage Wealth Advisors
Virginia
$449K -$14.8K -105 -3%
SMH
1232
Sanders Morris Harris
Texas
$448K – – –
NAMP
1233
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$447K -$28.3K -200 -6%
ATFA
1234
All Terrain Financial Advisors
Minnesota
$447K – – –
EIP
1235
Ellis Investment Partners
Pennsylvania
$447K +$433K +3,061 +3,031%
DBRC
1236
D.B. Root & Company
Pennsylvania
$443K -$291K -2,060 -40%
WIA
1237
Westbourne Investment Advisors
Maryland
$442K -$17.7K -125 -4%
OAM
1238
Optimal Asset Management
California
$442K +$442K +3,124 New
CCA
1239
Cadent Capital Advisors
Oklahoma
$441K -$28.2K -199 -6%
LSA
1240
L & S Advisors
California
$440K -$1.42K -10 -0.3%
BG
1241
Benedetti & Gucer
Georgia
$440K +$440K +3,113 New
SAM
1242
Synergy Asset Management
Washington
$439K -$14.2K -100 -3%
SWMP
1243
Signature Wealth Management Partners
New Jersey
$438K – – –
WPC
1244
Waters Parkerson & Co
Louisiana
$437K -$13.4K -95 -3%
MIP
1245
Marietta Investment Partners
Wisconsin
$437K +$41.3K +292 +10%
PA
1246
PFG Advisors
Arizona
$435K -$8.91K -63 -2%
SICM
1247
Sustainable Insight Capital Management
New York
$433K – – –
APW
1248
Acima Private Wealth
Virginia
$432K -$11.4K -81 -3%
MFG
1249
Magnus Financial Group
New York
$429K -$348K -2,457 -45%
MCM
1250
Maryland Capital Management
Maryland
$428K -$47.6K -336 -10%
48 49
50
51 52