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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
1576
COWA LLC
Oklahoma
$167K – – –
TIM
1577
Tortoise Investment Management
New York
$164K – – –
VNA
1578
Valley National Advisers
Pennsylvania
$162K -$1.83K -13 -1%
MCM
1579
MV Capital Management
Maryland
$162K +$2.41K +17 +2%
IFAM
1580
Institutional & Family Asset Management
Colorado
$160K -$424 -3 -0.3%
PI
1581
PineBridge Investments
New York
$159K +$75.5K +535 +91%
SAS
1582
Stelac Advisory Services
New York
$158K – – –
GGHC
1583
Gilder Gagnon Howe & Co
New York
$151K +$151K +1,070 New
RFA
1584
Reilly Financial Advisors
California
$147K +$4.26K +30 +3%
GFPC
1585
Global Financial Private Client
Florida
$147K – – –
MHR
1586
Matthew Hamilton Rosenberg
$146K – – –
KFI
1587
Key Financial Inc
Pennsylvania
$145K – – –
APWA
1588
Atlas Private Wealth Advisors
New Jersey
$144K -$818K -5,780 -85%
CAC
1589
Certified Advisory Corp
Florida
$144K +$144K +1,020 New
CF
1590
Centaurus Financial
California
$143K +$282 +2 +0.2%
CAM
1591
Close Asset Management
United Kingdom
$142K -$45.3K -319 -24%
MAWCM
1592
Mine & Arao Wealth Creation & Management
California
$141K -$564 -4 -0.4%
LB
1593
Legacy Bridge
Iowa
$141K – – –
LC
1594
Lindbrook Capital
California
$138K +$48.1K +341 +54%
ZB
1595
Zions Bancorporation
Utah
$136K -$19.3K -137 -12%
AssetMark Inc
1596
AssetMark Inc
California
$130K -$21.6K -152 -14%
PWMG
1597
Prestige Wealth Management Group
New Jersey
$130K – – –
PCA
1598
Providence Capital Advisors
North Carolina
$128K – – –
AIC
1599
Archer Investment Corporation
Indiana
$127K – – –
JWA
1600
JFS Wealth Advisors
Pennsylvania
$126K -$47.4K -335 -27%
62 63
64
65 66