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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 %
RCA
1401
Ranch Capital Advisors
Florida
$290K – – –
GIM
1402
Greylin Investment Management
Virginia
$290K – – –
BBNA
1403
Bremer Bank National Association
Minnesota
$289K -$41.5K -294 -13%
OLA
1404
Oliver Luxxe Assets
New Jersey
$289K – – –
TCA
1405
Transcend Capital Advisors
New Jersey
$289K +$2.41K +17 +0.8%
PP
1406
Paloma Partners
Connecticut
$288K -$6.66M -47,062 -96%
LJHT
1407
Laurie J. Hall Trustee
$288K – – –
PA
1408
Probity Advisors
Texas
$287K +$287K +2,026 New
AWM
1409
Apollon Wealth Management
South Carolina
$287K +$287K +2,031 New
CA
1410
Centerpoint Advisors
Massachusetts
$285K – – –
SWA
1411
Stratos Wealth Advisors
Ohio
$285K +$30.9K +219 +12%
EI
1412
Ellevest Inc
New York
$284K +$31.1K +220 +12%
PFS
1413
Physicians Financial Services
North Carolina
$283K – – –
HA
1414
Harbor Advisors
Florida
$283K – – –
BWA
1415
BDO Wealth Advisors
Florida
$282K +$225K +1,588 +391%
ICG
1416
InterOcean Capital Group
Tennessee
$282K +$282K +1,994 New
MA
1417
MCF Advisors
Kentucky
$280K -$90.7K -642 -24%
TFA
1418
Toth Financial Advisory
Virginia
$280K +$283 +2 +0.1%
WAP
1419
Wealthcare Advisory Partners
Pennsylvania
$280K +$280K +1,983 New
WTB
1420
Washington Trust Bank
Washington
$279K -$4.38K -31 -2%
PIA
1421
Perennial Investment Advisors
California
$279K +$279K +1,973 New
MFG
1422
Merit Financial Group
Georgia
$278K -$28.3K -200 -9%
VWM
1423
Valley Wealth Managers
New Jersey
$277K – – –
TC
1424
Truvestments Capital
Florida
$277K +$107K +760 +63%
AFP
1425
Ausdal Financial Partners
Iowa
$276K +$276K +1,952 New
55 56
57
58 59