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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 %
BI
1551
Blooom Inc
Kansas
$207K +$207K +1,433 New
FA
1552
Fagan Associates
New York
$207K +$207K +1,460 New
TLCM
1553
Twin Lakes Capital Management
California
$207K +$207K +1,464 New
SC
1554
Sierra Capital
Florida
$206K +$206K +1,458 New
GAM
1555
Gotham Asset Management
New York
$205K -$274K -1,937 -57%
TTWM
1556
TCV Trust & Wealth Management
Virginia
$205K -$49.4K -350 -19%
ACG
1557
Allen Capital Group
Nebraska
$204K +$204K +1,440 New
ECAM
1558
East Coast Asset Management
Massachusetts
$204K +$204K +1,442 New
AAS
1559
Annex Advisory Services
Wisconsin
$203K +$203K +1,437 New
BCM
1560
BTC Capital Management
Iowa
$203K +$203K +1,437 New
BIM
1561
Bridges Investment Management
Nebraska
$202K -$101K -712 -33%
HHGA
1562
Halbert Hargrove Global Advisors
California
$202K +$202K +1,427 New
CTA
1563
Colonial Trust Advisors
South Carolina
$202K +$202K +1,431 New
AIP
1564
Almanack Investment Partners
Pennsylvania
$201K +$201K +1,414 New
PCWA
1565
Pacific Capital Wealth Advisors
California
$200K +$200K +1,417 New
FCFS
1566
First Command Financial Services
Texas
$192K -$20.6K -146 -10%
FCB
1567
First Command Bank
Texas
$192K -$20.6K -146 -10%
BCA
1568
Berman Capital Advisors
Georgia
$191K +$10.8K +77 +6%
APC
1569
Aspire Private Capital
North Carolina
$186K +$101K +713 +118%
CB
1570
CNB Bank
Pennsylvania
$183K -$16.9K -120 -8%
HCP
1571
Hexagon Capital Partners
Arkansas
$182K -$564 -4 -0.3%
CWP
1572
Concord Wealth Partners
Virginia
$178K -$16.4K -116 -8%
AF
1573
Allworth Financial
California
$174K +$6.24K +44 +4%
FCM
1574
Firestone Capital Management
Florida
$172K – – –
TFM
1575
TFC Financial Management
Massachusetts
$172K – – –
61 62
63
64 65