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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 %
Squarepoint
326
Squarepoint
New York
$11.2M -$19.9M -140,358 -64%
Daiwa Securities Group
327
Daiwa Securities Group
Japan
$11.1M -$4.24K -30 -0%
FCMC
328
Founders Capital Management (Connecticut)
Connecticut
$10.9M +$67.6K +478 +0.6%
WT
329
Whittier Trust
California
$10.8M -$349K -2,468 -3%
IMOV
330
Investment Management of Virginia
Virginia
$10.8M -$1.91M -13,529 -15%
WAS
331
Wesleyan Assurance Society
United Kingdom
$10.6M – – –
CG
332
Colony Group
Massachusetts
$10.6M -$7.97M -56,365 -43%
ZCM
333
Ziegler Capital Management
Illinois
$10.5M +$31.4K +222 +0.3%
II
334
IFM Investors
Australia
$10.5M +$1.18M +8,346 +13%
KA
335
KLCM Advisors
Wisconsin
$10.5M -$534K -3,777 -5%
CS
336
Candriam SCA
Luxembourg
$10.5M +$232 +2 +0%
SAM
337
Silvercrest Asset Management
New York
$10.4M -$1.17M -8,284 -10%
AMI
338
Amica Mutual Insurance
Rhode Island
$10.3M +$1.49M +10,550 +17%
CFG
339
Citizens Financial Group
Rhode Island
$10.3M -$77.4K -547 -0.7%
JAM
340
Jupiter Asset Management
United Kingdom
$10.2M +$10.2M +72,193 New
CA
341
Cullinan Associates
Kentucky
$10.2M +$419K +2,960 +4%
EGA
342
Eagle Global Advisors
Texas
$10.1M +$4M +28,255 +65%
BBI
343
Baxter Bros Inc
Connecticut
$10.1M +$204K +1,445 +2%
HIMCH
344
Hartford Investment Management Co (HIMCO)
Connecticut
$10.1M -$457K -3,233 -4%
2
345
2Xideas
Switzerland
$10M +$1.59M +11,207 +19%
CA
346
Claar Advisors
New York
$9.9M – – –
BMSSC
347
B. Metzler seel. Sohn & Co
Germany
$9.88M -$1.04M -7,358 -10%
FGP
348
Foyston, Gordon, & Payne
Ontario, Canada
$9.85M +$317K +2,243 +3%
NI
349
NFC Investments
Tennessee
$9.79M -$335K -2,370 -3%
MCM
350
Maple Capital Management
Vermont
$9.73M +$713K +5,041 +8%
12 13
14
15 16