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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 %
RC
501
Rinet Company
Massachusetts
$4.33M +$4.33M +30,625 New
FBA
502
Front Barnett Associates
Illinois
$4.29M -$456K -3,225 -10%
HCMT
503
Highland Capital Management (Tennessee)
Tennessee
$4.26M -$298K -2,104 -7%
MME
504
Meag Munich Ergo
Germany
$4.24M +$2.78M +19,636 +190%
RS
505
Robeco Schweiz
Switzerland
$4.23M -$2.11M -14,940 -33%
AIC
506
Argus Investors Counsel
New York
$4.21M -$124K -875 -3%
CSS
507
Cubist Systematic Strategies
Connecticut
$4.2M -$7.52M -53,142 -64%
NMIMC
508
Northwestern Mutual Investment Management Company
Wisconsin
$4.18M -$878K -6,210 -17%
ACM
509
Adalta Capital Management
New York
$4.13M – – –
GA
510
GFS Advisors
Texas
$4.12M -$1.24M -8,750 -23%
CAM
511
Columbia Asset Management
Michigan
$4.11M +$95.1K +672 +2%
Mercer Global Advisors
512
Mercer Global Advisors
Colorado
$4.1M +$1.25M +8,869 +44%
BCM
513
Birmingham Capital Management
Alabama
$4.08M -$31.8K -225 -0.8%
AF
514
Alerus Financial
North Dakota
$4.08M -$609K -4,309 -13%
SF
515
Synovus Financial
Georgia
$4.06M -$74.4K -526 -2%
JG
516
Jefferies Group
New York
$4.01M -$592K -4,182 -13%
EOJOAM
517
E. Ohman J:or Asset Management
Sweden
$3.97M -$156K -1,100 -4%
VCA
518
Verdence Capital Advisors
Maryland
$3.96M +$117K +824 +3%
X
519
Xponance
Pennsylvania
$3.95M -$50.9K -360 -1%
FPCM
520
Financial Partners Capital Management
New York
$3.93M -$974K -6,886 -20%
FNFDCM
521
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.89M +$127K +896 +3%
AWM
522
Avitas Wealth Management
California
$3.87M +$36.8K +260 +1%
FCH
523
Freestone Capital Holdings
Washington
$3.87M -$2.34M -16,577 -38%
FMT
524
First Mercantile Trust
Tennessee
$3.87M -$1.01M -7,155 -21%
UAM
525
Unison Asset Management
Florida
$3.86M – – –
19 20
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