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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 %
IC
676
Investment Counsel
Michigan
$2.19M – – –
WT
677
Washington Trust
Rhode Island
$2.16M +$80.2K +567 +4%
VanEck Associates
678
VanEck Associates
New York
$2.15M -$69.5M -491,634 -97%
SFS
679
Solitude Financial Services
Virginia
$2.13M -$230K -1,625 -10%
III
680
Independent Investors Inc
New York
$2.12M -$70.7K -500 -3%
SAM
681
Selway Asset Management
$2.12M +$84.9K +600 +4%
JCM
682
Jacobi Capital Management
Pennsylvania
$2.12M +$180K +1,273 +9%
SCI
683
Stableford Capital II
Arizona
$2.09M -$1.23M -8,714 -37%
PI
684
Pettee Investors
Connecticut
$2.07M -$104K -737 -5%
HSA
685
HBK Sorce Advisory
Pennsylvania
$2.07M +$144K +1,017 +7%
Bank Julius Baer & Co
686
Bank Julius Baer & Co
Switzerland
$2.05M -$170K -1,199 -8%
FMWA
687
Forvis Mazars Wealth Advisors
Missouri
$2.03M -$668K -4,722 -25%
GC
688
Guardian Capital
Ontario, Canada
$2.03M -$127K -900 -6%
PAM
689
Private Asset Management
California
$2.02M – – –
SIAG
690
Signet Investment Advisory Group
Rhode Island
$2.02M -$83.5K -590 -4%
SC
691
Sawyer & Company
Massachusetts
$2.02M -$19.1K -135 -0.9%
SC
692
SouthState Corp
Florida
$2.01M -$74.4K -526 -4%
IA
693
Icon Advisers
Colorado
$2.01M -$269K -1,900 -12%
GWCM
694
Godshalk Welsh Capital Management
Pennsylvania
$2M -$14.1K -100 -0.7%
BFA
695
Benedict Financial Advisors
Georgia
$2M +$182K +1,290 +10%
WANY
696
Wealthspire Advisors (New York)
New York
$2M +$772K +5,459 +63%
BP
697
BBR Partners
New York
$1.99M -$126K -889 -6%
GT
698
Glenview Trust
Kentucky
$1.98M – – –
SCM
699
SOL Capital Management
Maryland
$1.97M – – –
TI
700
Trexquant Investment
Connecticut
$1.97M -$1.87M -13,210 -49%
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