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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 %
MHC
476
Meyer Handelman Company
New York
$4.89M – – –
RGC
477
Redwood Grove Capital
California
$4.86M +$265K +1,875 +6%
CIC
478
Chase Investment Counsel
Virginia
$4.84M +$4.84M +34,216 New
SC
479
Searle & Co
Connecticut
$4.82M – – –
ECM
480
ExodusPoint Capital Management
New York
$4.8M -$1.04M -7,373 -18%
LSWM
481
Lorne Steinberg Wealth Management
Canada
$4.75M +$381K +2,690 +9%
PVH
482
Psagot Value Holdings
Israel
$4.75M -$12.2K -86 -0.3%
MCA
483
Mercer Capital Advisers
New Jersey
$4.72M -$203K -1,434 -4%
V
484
Veritable
Delaware
$4.7M +$95.2K +673 +2%
PBC
485
Pavion Blue Capital
California
$4.67M -$2.83K -20 -0.1%
TAF
486
Tredje AP-fonden
Sweden
$4.66M – – –
MCM
487
MAI Capital Management
Ohio
$4.62M +$240K +1,699 +5%
CB
488
Cadence Bank
Mississippi
$4.57M +$162K +1,144 +4%
PWM
489
Perigon Wealth Management
California
$4.56M +$252K +1,781 +6%
BF
490
BOK Financial
Oklahoma
$4.56M -$874K -6,182 -16%
COI
491
Connable Office Inc
Michigan
$4.54M +$1.1M +7,788 +32%
AI
492
Atria Investments
North Carolina
$4.54M +$574K +4,061 +14%
ANTB
493
AMG National Trust Bank
Colorado
$4.51M -$1.3M -9,223 -22%
SCA
494
Stokes Capital Advisors
South Carolina
$4.5M +$70.4K +498 +2%
FHB
495
First Hawaiian Bank
Hawaii
$4.47M +$129K +912 +3%
GCA
496
Guardian Capital Advisors
Ontario, Canada
$4.46M +$81.1K +550 +2%
PNC
497
Park National Corp
Ohio
$4.44M -$859K -6,071 -16%
WIA
498
Wealthstreet Investment Advisors
Texas
$4.42M -$4.24K -30 -0.1%
UF
499
Univest Financial
Pennsylvania
$4.39M -$702K -4,965 -14%
PGIM
500
Pacific Global Investment Management
California
$4.37M +$49.8K +352 +1%
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