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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 %
MSFP
1701
Mark Sheptoff Financial Planning
Connecticut
$35K +$35K +250 New
H
1702
Hexavest
Quebec, Canada
$34K – – –
RIM
1703
Rockbridge Investment Management
New York
$34K +$6.3K +45 +23%
AIG
1704
American International Group
New York
$33.5K -$776 -5,486 -2%
SIS
1705
Sound Income Strategies
Florida
$31.7K – – –
CWA
1706
Clearview Wealth Advisors
Oregon
$31K +$140 +1 +0.5%
TFIPS
1707
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.4K – – –
HI
1708
Hudock Inc
Pennsylvania
$29K – – –
GCGDR
1709
Geo Capital Gestora de Recursos
Brazil
$29K +$13.9K +100 +93%
LGWM
1710
Litman Gregory Wealth Management
California
$28K – – –
TC
1711
Trust Company
Kansas
$28K – – –
FPFS
1712
First Personal Financial Services
North Carolina
$28K – – –
CPA
1713
Cowen Prime Advisors
New York
$28K – – –
YAL
1714
Your Advocates Ltd
Texas
$28K – – –
LFG
1715
Larson Financial Group
Missouri
$28K +$143 +1 +0.5%
AWM
1716
AllSquare Wealth Management
New York
$28K +$1.98K +14 +8%
RWG
1717
Regal Wealth Group
California
$27K – – –
GWSG
1718
GPS Wealth Strategies Group
Colorado
$27K +$27K +195 New
MWP
1719
Meridian Wealth Partners
Pennsylvania
$26K +$2.98K +21 +13%
AWMS
1720
Advocacy Wealth Management Services
Georgia
$25K – – –
SFP
1721
Sterling Financial Planning
New Jersey
$25K – – –
POIA
1722
Pin Oak Investment Advisors
Texas
$25K – – –
LAS
1723
Lloyd Advisory Services
Georgia
$24K -$3.02K -21 -11%
RTC
1724
Riverview Trust Company
Washington
$24K – – –
BWL
1725
Bogart Wealth LLC
Virginia
$24K +$4.3K +31 +22%
67 68
69
70 71