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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 %
TIA
1501
Traphagen Investment Advisors
New Jersey
$230K +$230K +1,628 New
HWM
1502
Hemington Wealth Management
Virginia
$229K +$229K +1,617 New
VIM
1503
Vista Investment Management
Pennsylvania
$229K +$229K +1,621 New
AAM
1504
Autus Asset Management
Arizona
$228K -$19.3K -136 -8%
CHC
1505
City Holding Co
West Virginia
$228K – – –
ACS
1506
Archford Capital Strategies
Illinois
$228K +$228K +1,532 New
ACA
1507
Affinity Capital Advisors
California
$227K -$9.32K -66 -4%
SWA
1508
SFMG Wealth Advisors
Texas
$227K +$227K +1,603 New
IAN
1509
Integrated Advisors Network
Texas
$227K +$227K +1,607 New
FP
1510
Financial Perspectives
Minnesota
$227K +$225K +31,826 +14,082%
TI
1511
Truehand Inc
New Hampshire
$226K – – –
MJP
1512
Michael J. Puzo
$226K +$226K +1,600 New
SGI
1513
Summit Global Investments
Utah
$226K +$226K +1,600 New
CF
1514
Corrigan Financial
Rhode Island
$226K +$226K +1,597 New
NB
1515
Northwest Bancshares
Pennsylvania
$225K +$225K +1,589 New
GSC
1516
G&S Capital
Colorado
$224K -$16.8K -119 -7%
HFS
1517
Hantz Financial Services
Michigan
$224K -$1.98K -14 -0.9%
SRC
1518
Shufro Rose & Co
New York
$224K +$224K +1,583 New
LC
1519
LCNB Corp
Ohio
$223K +$223K +1,577 New
LNWTC
1520
Laird Norton Wetherby Trust Company
Washington
$222K – – –
AWA
1521
Acorn Wealth Advisors
Michigan
$222K +$222K +1,572 New
SMC
1522
Smith, Moore & Co
Missouri
$221K +$221K +1,564 New
RMDI
1523
R.M. Davis Inc
Maine
$220K +$220K +1,554 New
CAM
1524
Cozad Asset Management
Illinois
$219K +$219K +1,550 New
KJHP
1525
K.J. Harrison & Partners
Ontario, Canada
$219K +$219K +1,550 New
59 60
61
62 63