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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 %
FFA
1426
Founders Financial Alliance
North Carolina
$275K -$30K -196 -10%
DP
1427
Dearborn Partners
Illinois
$274K – – –
IFO
1428
Independent Family Office
New York
$273K – – –
TWM
1429
Tradition Wealth Management
Minnesota
$273K +$142 +1 +0.1%
WCM
1430
Windsor Capital Management
Arizona
$272K -$70K -496 -20%
CAL
1431
Capital Analysts LLC
Pennsylvania
$272K -$9.63K -68 -3%
SWM
1432
Stockman Wealth Management
Montana
$271K -$160K -1,130 -37%
TA
1433
Trellis Advisors
Washington
$270K +$708 +5 +0.3%
KAM
1434
Knightsbridge Asset Management
California
$270K +$270K +1,908 New
SDWMA
1435
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K +$269K +1,903 New
WAM
1436
Wolverine Asset Management
Illinois
$269K +$269K +1,907 New
SS
1437
Simplicity Solutions
Minnesota
$268K -$540K -3,813 -67%
CS
1438
Comerica Securities
Michigan
$268K -$8.51K -60 -3%
PCMC
1439
Private Capital Management (Colorado)
Colorado
$268K +$2.41K +17 +0.9%
AFS
1440
Axiom Financial Strategies
Indiana
$268K +$268K +1,898 New
Fiera Capital (Canada)
1441
Fiera Capital (Canada)
Quebec, Canada
$267K -$2.29M -12,848 -90%
WWM
1442
Windsor Wealth Management
Indiana
$265K -$18.4K -130 -6%
ATC
1443
Adirondack Trust Company
New York
$265K -$14.8K -105 -5%
PO
1444
Private Ocean
California
$265K – – –
BWFA
1445
Baltimore-Washington Financial Advisors
Maryland
$265K +$265K +1,877 New
Tudor Investment Corp
1446
Tudor Investment Corp
Connecticut
$264K -$1.62M -11,508 -86%
PFM
1447
Parsec Financial Management
North Carolina
$264K – – –
TWM
1448
Titus Wealth Management
California
$264K +$237K +16,817 +894%
WCM
1449
Washington Capital Management
Washington
$263K – – –
Members Trust
1450
Members Trust
Florida
$263K +$9.64K +68 +4%
56 57
58
59 60