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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 %
BAIA
626
Bel Air Investment Advisors
California
$2.59M +$2.59M +18,275 New
HIM
627
Hotaling Investment Management
Pennsylvania
$2.58M +$70K +495 +3%
MFM
628
MD Financial Management
Ontario, Canada
$2.57M +$2.57M +18,196 New
MVA
629
Mount Vernon Associates
Maryland
$2.57M -$7.07K -50 -0.3%
MCM
630
Murphy Capital Management
New Jersey
$2.56M -$52.3K -370 -2%
PSUF
631
People's United Financial
Connecticut
$2.55M +$42.6K +301 +2%
ACM
632
AlphaCrest Capital Management
New York
$2.54M -$6.27M -44,321 -71%
CC
633
Courier Capital
New York
$2.54M -$2.26K -16 -0.1%
WOC
634
West Oak Capital
California
$2.53M -$9.9K -70 -0.4%
BDWM
635
Brewin Dolphin Wealth Management
Ireland
$2.52M +$16.3K +115 +0.7%
JCM
636
Jag Capital Management
Missouri
$2.51M -$5.37K -38 -0.2%
Acadian Asset Management
637
Acadian Asset Management
Massachusetts
$2.51M -$890K -6,291 -26%
CA
638
Callahan Advisors
Texas
$2.51M +$141 +1 +0%
CCM
639
Condor Capital Management
New Jersey
$2.5M -$42.6K -301 -2%
RCM
640
RNC Capital Management
California
$2.49M +$141K +995 +6%
EHWM
641
Eads & Heald Wealth Management
Georgia
$2.48M -$28.6K -202 -1%
BAM
642
Brave Asset Management
New Jersey
$2.48M -$3.53M -24,928 -59%
CPC
643
Cookson Peirce & Co
Pennsylvania
$2.48M +$2.48M +17,506 New
CFGS
644
Concourse Financial Group Securities
Alabama
$2.47M -$111K -782 -4%
HCM
645
Howland Capital Management
Massachusetts
$2.46M +$126K +892 +5%
BB
646
Busey Bank
Illinois
$2.43M -$10.6K -75 -0.4%
BL
647
BFSG LLC
California
$2.42M -$37.2K -263 -2%
ECM
648
Everence Capital Management
Indiana
$2.42M – – –
NL
649
NVWM LLC
Pennsylvania
$2.4M +$941K +6,649 +64%
PFSC
650
Peoples Financial Services Corp
Pennsylvania
$2.39M -$2.83K -20 -0.1%
24 25
26
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