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

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
LP
Longview Partners
Guernsey
$903M
3
HMP
HS Management Partners
New York
$0
4
MC
Maverick Capital
Texas
$475K
5
DZ Bank
DZ Bank
Germany
$537M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGA
1851
Lebenthal Global Advisors
New York
– -$115K -959 Closed
BWM
1852
Birchcreek Wealth Management
Ohio
– -$84K -699 Closed
RPWA
1853
Regent Peak Wealth Advisors
Georgia
– -$84K -698 Closed
TPWA
1854
TRUE Private Wealth Advisors
Oregon
– -$80K -669 Closed
KCM
1855
Kathmere Capital Management
Pennsylvania
– -$76K -630 Closed
OPW
1856
Oxler Private Wealth
New York
– -$60K -500 Closed
GWM
1857
Greenhouse Wealth Management
Connecticut
– -$40K -327 Closed
TI
1858
tru Independence
Oregon
– -$34 -278 Closed
BSSFA
1859
Baron Silver Stevens Financial Advisors
Florida
– -$29K -245 Closed
FWM
1860
FSA Wealth Management
Massachusetts
– -$28K -235 Closed
SIAG
1861
Safeguard Investment Advisory Group
California
– -$23K -190 Closed
D
1862
Diversified
Delaware
– -$19K -186 Closed
VCG
1863
Vantage Consulting Group
Virginia
– -$22K -178 Closed
EA
1864
Elm Advisors
California
– -$20K -165 Closed
GC
1865
Grace Capital
Massachusetts
– -$18K -150 Closed
SIM
1866
Seaview Investment Managers
Florida
– -$12K -105 Closed
OIM
1867
Oder Investment Management
California
– -$12K -101 Closed
HR
1868
Howe & Rusling
New York
– -$12K -100 Closed
AWG
1869
Altus Wealth Group
Colorado
– -$12K -97 Closed
LAM
1870
Lountzis Asset Management
Pennsylvania
– -$12K -96 Closed
CWM
1871
Curi Wealth Management
North Carolina
– -$8K -67 Closed
HS
1872
Horan Securities
United States
– -$6K -51 Closed
GTAM
1873
Global Trust Asset Management
Florida
– -$4K -37 Closed
PG
1874
Proffitt & Goodson
Tennessee
– -$3K -23 Closed
TIAM2
1875
Tru Independence Asset Management 2
Oregon
– -$2K -17 Closed
72 73 74
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