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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 %
MA
1251
Mezzasalma Advisors
New Jersey
$427K – – –
LWMM
1252
Legacy Wealth Management (Mississippi)
Mississippi
$424K – – –
VCM
1253
Violich Capital Management
California
$424K – – –
ACM
1254
AUA Capital Management
Pennsylvania
$424K – – –
RWM
1255
Ritholtz Wealth Management
New York
$424K +$162K +1,146 +62%
PHAM
1256
Palisades Hudson Asset Management
Florida
$423K – – –
BWP
1257
BSW Wealth Partners
Colorado
$421K +$20K +141 +5%
CPIG
1258
Chicago Partners Investment Group
Illinois
$417K +$81.1K +540 +24%
PTB
1259
Pioneer Trust Bank
Oregon
$415K – – –
AC
1260
Abbrea Capital
California
$415K +$33.4K +235 +9%
SIA
1261
Strategic Investment Advisors
Michigan
$413K +$133K +938 +47%
CHAM
1262
Clear Harbor Asset Management
Connecticut
$412K – – –
SAM
1263
Strategy Asset Managers
California
$411K +$15.6K +110 +4%
PL
1264
Plancorp LLC
Missouri
$409K -$83K -586 -17%
SCA
1265
Snowden Capital Advisors
New York
$407K +$154K +1,089 +61%
EDRH
1266
Edmond de Rothschild Holding
Switzerland
$407K -$5.65K -40 -1%
RIG
1267
Roosevelt Investment Group
New York
$406K +$33.9K +240 +9%
MAA
1268
Matrix Asset Advisors
New York
$405K – – –
MGI
1269
MayTech Global Investments
New York
$405K – – –
CA
1270
Cambridge Advisors
Nebraska
$404K – – –
BST
1271
Bath Savings Trust
Maine
$400K – – –
BHB
1272
Bank Hapoalim BM
Israel
$398K +$398K +2,811 New
AG
1273
Appleton Group
Wisconsin
$397K +$397K +2,808 New
HDIM
1274
Hanson & Doremus Investment Management
Vermont
$396K -$566 -4 -0.1%
WA
1275
Wealth Advisors
California
$395K +$290K +2,000 +276%
49 50
51
52 53