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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
1
Fidelity Investments
Massachusetts
$1.17B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$452M
3
State Street
3
State Street
Massachusetts
$4.87B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$185M
5
CVA
5
Ceredex Value Advisors
Florida
$121M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
LP
2
Longview Partners
Guernsey
$903M
3
HMP
3
HS Management Partners
New York
$0
4
MC
4
Maverick Capital
Texas
$475K
5
DZ Bank
5
DZ Bank
Germany
$537M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCP
1826
Silverleafe Capital Partners
Tennessee
– -$484K -4,000 Closed
TAIM
1827
Te Ahumairangi Investment Management
New Zealand
– -$483K -3,991 Closed
Voloridge Investment Management
1828
Voloridge Investment Management
Florida
– -$468K -3,869 Closed
ZCA
1829
Zeke Capital Advisors
Pennsylvania
– -$449K -3,716 Closed
SW
1830
SlateStone Wealth
Florida
– -$383K -3,170 Closed
JHP
1831
James Hambro & Partners
United Kingdom
– -$328K -2,715 Closed
AI
1832
Atom Investors
Texas
– -$328K -2,710 Closed
LA
1833
Latitude Advisors
Florida
– -$299K -2,471 Closed
NEGWA
1834
New England Guild Wealth Advisors
Connecticut
– -$296K -2,449 Closed
PF
1835
Phoenix Financial
Israel
– -$284K -2,390 Closed
SWM
1836
Sculati Wealth Management
Michigan
– -$276K -2,280 Closed
CAMG
1837
CWA Asset Management Group
Florida
– -$274K -2,263 Closed
OAM
1838
Oak Asset Management
California
– -$273K -2,259 Closed
CFG
1839
Cooper Financial Group
California
– -$265K -2,189 Closed
DWM
1840
Dorchester Wealth Management
Quebec, Canada
– -$246K -2,038 Closed
CIAS
1841
Capital Investment Advisory Services
North Carolina
– -$242K -2,004 Closed
SC
1842
Saltoro Capital
Texas
– -$242K -2,000 Closed
DC
1843
Diametric Capital
Massachusetts
– -$242K -1,998 Closed
LWM
1844
Laidlaw Wealth Management
New York
– -$226K -1,871 Closed
B
1845
Brightworth
Georgia
– -$215K -1,781 Closed
XF
1846
XML Financial
Maryland
– -$208K -1,724 Closed
CGA
1847
Crescent Grove Advisors
Illinois
– -$202K -1,667 Closed
PPCM
1848
Pillar Pacific Capital Management
California
– -$200K -1,656 Closed
BWA
1849
Burt Wealth Advisors
Maryland
– -$145K -1,197 Closed
NWA
1850
Navis Wealth Advisors
New York
– -$131K -1,084 Closed
72 73
74
75 76