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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 %
GI
401
Gradient Investments
Minnesota
$7.2M -$365K -2,579 -5%
Cambridge Investment Research Advisors
402
Cambridge Investment Research Advisors
Iowa
$7.16M +$809K +5,722 +13%
1IA
403
1834 Investment Advisors
Wisconsin
$7.13M -$321K -2,271 -4%
MSRPS
404
Maryland State Retirement & Pension System
Maryland
$7.09M +$5.59M +39,518 +373%
NSEDCP
405
NJ State Employees Deferred Compensation Plan
New Jersey
$7.07M – – –
Hudson Bay Capital Management
406
Hudson Bay Capital Management
Connecticut
$7.07M +$7.07M +50,000 New
NRS
407
Neville Rodie & Shaw
New York
$7.03M -$954K -6,747 -12%
SAM
408
Sycomore Asset Management
France
$7.02M – – –
EMPI
409
Elo Mutual Pension Insurance
Finland
$6.98M +$102K +718 +1%
PFP
410
Pinnacle Financial Partners
Tennessee
$6.92M +$173K +1,227 +3%
SCM
411
Stanley Capital Management
Texas
$6.84M – – –
QC
412
Quadrature Capital
United Kingdom
$6.74M -$5.39M -38,132 -44%
FCT
413
Family Capital Trust
Massachusetts
$6.73M +$7.5K +53 +0.1%
GIA
414
GHP Investment Advisors
Colorado
$6.71M +$52K +368 +0.8%
DC
415
Davenport & Co
Virginia
$6.7M -$121K -855 -2%
GC
416
Guggenheim Capital
Illinois
$6.65M -$673K -4,756 -9%
CFA
417
Carroll Financial Associates
North Carolina
$6.63M +$13.7K +97 +0.2%
AAF
418
Andra AP-fonden
Sweden
$6.62M +$806K +5,700 +14%
TSW
419
Thompson Siegel & Walmsley
Virginia
$6.59M -$142K -1,004 -2%
PAG
420
Private Advisor Group
New Jersey
$6.52M +$473K +3,346 +8%
SJL
421
Shayne & Jacobs LLC
Tennessee
$6.47M – – –
UIM
422
USS Investment Management
United Kingdom
$6.4M – – –
MUAMU
423
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$6.37M +$2.83M +20,000 +80%
GRQ
424
Gardner Russo & Quinn
Pennsylvania
$6.3M -$3.03M -21,400 -32%
Mackenzie Financial
425
Mackenzie Financial
Ontario, Canada
$6.28M +$1.76M +12,459 +39%
15 16
17
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