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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 %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$680M +$88.9M +628,690 +15%
Legal & General Group
27
Legal & General Group
United Kingdom
$580M -$17.1M -120,665 -3%
Franklin Resources
28
Franklin Resources
California
$580M -$20.5M -145,159 -3%
Deutsche Bank
29
Deutsche Bank
Germany
$574M -$29.6M -208,973 -5%
DZ Bank
30
DZ Bank
Germany
$537M -$141M -999,568 -21%
Goldman Sachs
31
Goldman Sachs
New York
$517M +$70.6M +499,393 +16%
UBS AM
32
UBS AM
Illinois
$479M +$14.9M +104,996 +3%
AllianceBernstein
33
AllianceBernstein
Tennessee
$452M +$324M +2,291,101 +254%
Ameriprise
34
Ameriprise
Minnesota
$449M +$69.2M +489,586 +18%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$431M -$19.8M -140,113 -4%
Charles Schwab
36
Charles Schwab
California
$430M -$51.3M -362,383 -11%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$408M -$17.9M -126,273 -4%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$367M -$12.2M -86,169 -3%
MIHAS
39
Maj Invest Holding A/S
Denmark
$363M +$14.8M +104,298 +4%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$349M -$9.3M -65,742 -3%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$338M +$65.8M +465,494 +24%
TAM
42
Troy Asset Management
United Kingdom
$336M +$5.08M +35,949 +2%
Harris Associates
43
Harris Associates
Illinois
$316M +$829K +5,864 +0.3%
PPA
44
Parametric Portfolio Associates
Washington
$315M +$14.9M +105,655 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$310M -$55.7M -393,958 -15%
UBS Group
46
UBS Group
Switzerland
$310M +$24.3M +171,821 +9%
BGC
47
Beutel, Goodman & Co
Ontario, Canada
$297M -$10.6M -74,594 -3%
SGA
48
Sustainable Growth Advisers
Connecticut
$281M +$56.4M +398,474 +25%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$269M -$2.57M -18,102 -0.9%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$264M +$8.59M +60,705 +3%
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