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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 %
SFI
1301
SPC Financial Inc
Maryland
$368K +$2.55K +18 +0.7%
CBN
1302
Cadence Bank NA
Texas
$368K +$115K +810 +45%
WPW
1303
Waldron Private Wealth
Pennsylvania
$366K +$989 +7 +0.3%
PCH
1304
PGIM Custom Harvest
New Jersey
$366K +$366K +2,590 New
FCM
1305
Fairbanks Capital Management
California
$365K – – –
WA
1306
Wealth Architects
California
$365K +$17K +120 +5%
OR
1307
Olympiad Research
Connecticut
$363K -$71.4K -505 -16%
MG
1308
Mather Group
Illinois
$363K -$9.05K -64 -2%
NNP
1309
Nachman Norwood & Parrott
South Carolina
$363K +$1.42K +10 +0.4%
MUMSS
1310
Mitsubishi UFJ Morgan Stanley Securities
Japan
$361K +$361K +2,550 New
CPA
1311
Capital Planning Advisors
California
$359K -$149K -1,055 -29%
SFO
1312
Standard Family Office
South Dakota
$358K -$84.9K -600 -19%
HIM
1313
Harbour Investment Management
Washington
$358K +$4.11K +29 +1%
BSB
1314
Bangor Savings Bank
Maine
$358K +$8.5K +60 +2%
RHAM
1315
Round Hill Asset Management
California
$357K – – –
BOPW
1316
Brandywine Oak Private Wealth
Pennsylvania
$356K +$2.26K +16 +0.6%
LOAME
1317
Lombard Odier Asset Management (Europe)
United Kingdom
$356K +$356K +2,514 New
SLA
1318
Silver Lake Advisory
Utah
$355K +$283 +2 +0.1%
PCG
1319
Private Capital Group
Connecticut
$354K -$170K -1,200 -33%
NA
1320
Navellier & Associates
Nevada
$354K -$28.3K -200 -7%
EVM
1321
Evelyn V. Moreno
$354K – – –
EWM
1322
EPG Wealth Management
Georgia
$354K +$991 +7 +0.3%
AC
1323
Addison Capital
Pennsylvania
$353K – – –
PG
1324
Patten Group
Tennessee
$351K -$63K -445 -15%
SPWG
1325
Sage Private Wealth Group
Illinois
$350K -$56.7K -401 -14%
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