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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 %
ACM
551
Azimuth Capital Management
Michigan
$3.49M +$24K +170 +0.7%
HF
552
HRT Financial
New York
$3.48M -$1.64M -11,581 -32%
BIP
553
Bouvel Investment Partners
Pennsylvania
$3.46M +$190K +1,347 +6%
SA
554
SRN Advisors
Pennsylvania
$3.44M +$422K +2,985 +14%
BWAM
555
Boyd Watterson Asset Management
Ohio
$3.43M -$19.8K -140 -0.6%
BRWA
556
B. Riley Wealth Advisors
Florida
$3.41M +$779K +5,504 +30%
B
557
BP
United Kingdom
$3.4M -$495K -3,500 -13%
MSU
558
Mizuho Securities USA
New York
$3.37M +$3.37M +23,846 New
CI
559
Ceera Investments
Texas
$3.36M +$3.36M +23,719 New
HCM
560
Hutner Capital Management
Vermont
$3.35M +$141 +1 +0%
CI
561
Cigna Investments
Connecticut
$3.33M +$96K +679 +3%
EIM
562
Essex Investment Management
Massachusetts
$3.31M -$2.4K -17 -0.1%
ECM
563
Elgethun Capital Management
South Dakota
$3.3M -$2.84M -20,066 -46%
WAM
564
World Asset Management
Michigan
$3.29M -$167K -1,089 -5%
FIM
565
Freedom Investment Management
Connecticut
$3.29M -$938K -6,629 -22%
AS
566
Altshuler Shaham
Israel
$3.28M – – –
RIA
567
Realta Investment Advisors
Delaware
$3.27M +$1.76M +12,430 +117%
RC
568
RBF Capital
California
$3.25M – – –
GIM
569
Grassi Investment Management
California
$3.25M – – –
WS
570
Wedbush Securities
California
$3.24M +$1.6M +11,304 +97%
SAIG
571
Semper Augustus Investments Group
Colorado
$3.24M -$283 -2 -0%
FWIA
572
Fort Washington Investment Advisors
Ohio
$3.23M -$31.3K -221 -1%
SLI
573
Sumitomo Life Insurance
Japan
$3.22M -$112K -789 -3%
BW
574
Bison Wealth
Georgia
$3.22M -$61.8K -437 -2%
TAM
575
Taurus Asset Management
New York
$3.22M -$42.7K -302 -1%
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