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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 %
CL
1476
CPWM LLC
Washington
$242K +$242K +1,708 New
FPW
1477
Flagship Private Wealth
Massachusetts
$242K -$146 -1 -0.1%
PIM
1478
Perpetual Investment Management
Australia
$241K +$241K +1,710 New
FCA
1479
FinTrust Capital Advisors
South Carolina
$239K +$21.2K +150 +10%
SN
1480
Sittner & Nelson
Oregon
$238K +$141 +1 +0.1%
BOM
1481
Bank of Marin
California
$237K – – –
GCP
1482
GSA Capital Partners
United Kingdom
$237K +$237K +1,673 New
AAIM
1483
Asset Advisors Investment Management
Georgia
$236K +$236K +1,600 New
LWA
1484
Lineweaver Wealth Advisors
Ohio
$236K +$236K +1,670 New
FMBTD
1485
First Midwest Bank Trust Division
Illinois
$235K -$347K -2,450 -60%
MSA
1486
Marino Stram & Associates
Massachusetts
$235K – – –
BCM
1487
Blume Capital Management
California
$235K +$23K +163 +11%
FHA
1488
First Horizon Advisors
Tennessee
$235K +$217K +1,540 +1,185%
ECA
1489
Elevated Capital Advisors
Utah
$235K +$235K +1,620 New
SCM
1490
Southport Capital Management
Tennessee
$235K +$235K +1,665 New
GIA
1491
Guyasuta Investment Advisors
Pennsylvania
$233K – – –
PWM
1492
PBMares Wealth Management
Virginia
$233K +$233K +1,648 New
SCM
1493
SKBA Capital Management
California
$233K +$233K +1,650 New
IBOK
1494
Independence Bank of Kentucky
Kentucky
$232K -$21.2K -150 -8%
SLT
1495
St Louis Trust
Missouri
$232K +$232K +1,640 New
SGK
1496
Steigerwald Gordon & Koch
Virginia
$232K +$232K +1,643 New
GGS
1497
Galvin Gaustad & Stein
Arizona
$231K -$32K -226 -12%
CA
1498
Capital Advantage
California
$231K +$231K +1,630 New
FAIM
1499
Financial Advocates Investment Management
Washington
$231K +$231K +1,631 New
BFC
1500
Blue Fin Capital
Rhode Island
$231K +$231K +1,637 New
58 59
60
61 62