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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 %
GAM
1626
Gemmer Asset Management
California
$96K – – –
TCWM
1627
Total Clarity Wealth Management
Illinois
$96K +$96K +676 New
FHC
1628
First Horizon Corporation
Tennessee
$95K +$3.39K +24 +4%
SOW
1629
State of Wyoming
Wyoming
$95K +$95K +673 New
EWM
1630
Elmwood Wealth Management
California
$95K +$95K +675 New
TC
1631
Tacita Capital
Ontario, Canada
$94K – – –
LCM
1632
Logan Capital Management
Pennsylvania
$94K +$94K +665 New
CFO
1633
CVA Family Office
Colorado
$93K +$61.4K +435 +194%
CFG
1634
CKW Financial Group
Hawaii
$92K – – –
MGIM
1635
M&G Investment Management
United Kingdom
$91.7K -$21.9K -155,136 -19%
Kayne Anderson Rudnick Investment Management
1636
Kayne Anderson Rudnick Investment Management
California
$90K – – –
TCM
1637
Tradewinds Capital Management
Washington
$89K – – –
OCM
1638
Orion Capital Management
California
$85K – – –
BEI
1639
Benjamin Edwards Inc
Missouri
$85K +$11.5K +81 +16%
LWP
1640
Lumature Wealth Partners
Georgia
$82K +$82K +579 New
PWM
1641
Prentice Wealth Management
New York
$80K +$80K +564 New
WCMN
1642
Westchester Capital Management (Nebraska)
Nebraska
$79K – – –
TF
1643
TimeScale Financial
Massachusetts
$78K +$8.67K +61 +13%
WP
1644
WealthShield Partners
North Carolina
$78K +$78K +551 New
HFA
1645
Hoover Financial Advisors
Pennsylvania
$77K – – –
EFSCE
1646
Enterprise Financial Services Corp (EFSC)
Missouri
$75K +$4.47K +32 +6%
RAM
1647
Riggs Asset Management
Pennsylvania
$74K – – –
AA
1648
AlphaMark Advisors
Kentucky
$73K – – –
WLPWM
1649
Walled Lake Planning & Wealth Management
Illinois
$73K +$281 +2 +0.4%
HFM
1650
Harvest Fund Management
China
$72K +$13K +92 +22%
64 65
66
67 68