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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 %
BFA
651
Brendel Financial Advisors
New Hampshire
$2.38M – – –
TK
652
TIAA Kaspick
Massachusetts
$2.36M -$35.4K -250 -1%
SIM
653
Stratos Investment Management
Ohio
$2.36M -$151K -1,067 -6%
Bessemer Group
654
Bessemer Group
New Jersey
$2.36M -$591K -4,182 -20%
BA
655
Bennicas & Associates
California
$2.35M +$32K +226 +1%
NG
656
Northstar Group
New York
$2.35M +$1.13K +8 +0%
VIA
657
Vident Investment Advisory
Georgia
$2.33M +$979K +6,924 +72%
CCG
658
Ceeto Capital Group
Florida
$2.32M – – –
EWM
659
Evercore Wealth Management
New York
$2.32M +$31.5K +223 +1%
Qube Research & Technologies (QRT)
660
Qube Research & Technologies (QRT)
United Kingdom
$2.31M -$13M -91,850 -85%
MA
661
Montag & Associates
Georgia
$2.3M -$763K -5,392 -25%
BOS
662
Bank of Stockton
California
$2.28M -$7.64K -54 -0.3%
NGA
663
Naples Global Advisors
Florida
$2.27M +$33.9K +240 +2%
SPC
664
Sigma Planning Corp
Michigan
$2.26M +$599K +4,237 +36%
Arrowstreet Capital
665
Arrowstreet Capital
Massachusetts
$2.26M +$2.26M +16,010 New
TBA
666
Tower Bridge Advisors
Pennsylvania
$2.25M +$314K +2,218 +16%
SAM
667
Sompo Asset Management
Japan
$2.25M -$1.6M -11,280 -42%
MCG
668
MACRO Consulting Group
New Jersey
$2.24M +$27K +191 +1%
IA
669
IFG Advisory
Georgia
$2.24M -$32K -226 -1%
SFI
670
Siemens Fonds Invest
Germany
$2.22M +$29.8K +211 +1%
FA
671
FDx Advisors
Illinois
$2.21M +$335K +2,370 +18%
FP
672
Factorial Partners
New York
$2.19M -$325K -2,300 -13%
IMC Chicago
673
IMC Chicago
Illinois
$2.19M +$2.19M +15,473 New
V
674
ValueWorks
New York
$2.19M +$14.1K +100 +0.7%
LIA
675
LS Investment Advisors
Michigan
$2.19M -$193K -1,362 -8%
25 26
27
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