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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 %
SW
576
SVB Wealth
Massachusetts
$3.21M -$97.2K -687 -3%
CCM
577
Covington Capital Management
California
$3.16M -$160K -1,134 -5%
BFEC
578
Benjamin F. Edwards & Company
Missouri
$3.15M -$44K -311 -1%
PFO
579
Pathstone Family Office
New Jersey
$3.15M +$2.45M +17,282 +348%
IRF
580
IBM Retirement Fund
New York
$3.15M -$284K -2,009 -8%
BBVA
581
Banco Bilbao Vizcaya Argentaria
Spain
$3.12M +$476K +3,360 +18%
BIAS
582
Beacon Investment Advisory Services
New Jersey
$3.04M -$32.5K -230 -1%
RGI
583
River Global Investors
United Kingdom
$3.03M -$8.77M -61,970 -74%
GD
584
Grandfield & Dodd
New York
$3.03M -$51.9K -367 -2%
EP
585
Eudaimonia Partners
Tennessee
$3.01M +$54.6K +386 +2%
CCMT
586
CMT Capital Markets Trading
Germany
$3M -$4.47M -31,575 -60%
SCM
587
Silvant Capital Management
Georgia
$2.98M -$79K -557 -3%
LNC
588
Lincoln National Corp
Pennsylvania
$2.95M +$241K +1,706 +9%
HB
589
Homrich & Berg
Georgia
$2.95M +$277K +1,960 +10%
Cetera Investment Advisers
590
Cetera Investment Advisers
Illinois
$2.93M -$83K -587 -3%
RWA
591
Ropes Wealth Advisors
Massachusetts
$2.92M -$358K -2,320 -11%
SG
592
Stonnington Group
California
$2.9M +$2.9M +19,046 New
PI
593
PFS Investments
Georgia
$2.9M +$274K +1,938 +10%
KC
594
Kingfisher Capital
North Carolina
$2.9M +$2.9M +20,471 New
ADL
595
Asset Dedication LLC
California
$2.87M -$698K -4,921 -20%
Lido Advisors
596
Lido Advisors
California
$2.85M +$208K +1,466 +8%
CAN
597
Cetera Advisor Networks
California
$2.84M -$223K -1,580 -7%
MYLI
598
Meiji Yasuda Life Insurance
Japan
$2.83M -$195K -1,377 -6%
TU
599
TDAM USA
Ontario, Canada
$2.82M +$16.4K +116 +0.6%
VMPIC
600
Varma Mutual Pension Insurance Co
Finland
$2.79M – – –
22 23
24
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