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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 %
AR
701
Advisory Research
Illinois
$1.97M -$66.6K -471 -3%
JSC
702
Jackson Square Capital
California
$1.97M +$1.97M +13,947 New
BSW
703
Buckingham Strategic Wealth
Missouri
$1.97M -$94.2K -666 -5%
VC
704
Veracity Capital
Georgia
$1.96M +$20.6K +146 +1%
PA
705
Profund Advisors
Maryland
$1.95M +$269K +1,902 +16%
FSA
706
Fort Sheridan Advisors
Illinois
$1.95M – – –
SBIA
707
Sheaff Brock Investment Advisors
Indiana
$1.93M – – –
BFO
708
Boston Family Office
Massachusetts
$1.93M -$283K -2,000 -13%
BBA
709
BLB&B Advisors
Pennsylvania
$1.93M -$155K -1,093 -7%
MWM
710
Modera Wealth Management
New Jersey
$1.93M -$52.3K -370 -3%
SWIG
711
Strategic Wealth Investment Group
Kentucky
$1.93M +$435K +3,077 +29%
SC
712
Scotia Capital
Ontario, Canada
$1.93M +$603K +4,261 +46%
ACP
713
Arcus Capital Partners
Georgia
$1.92M – – –
Simplex Trading
714
Simplex Trading
Illinois
$1.9M -$384K -2,716 -17%
WG
715
Welch Group
Alabama
$1.88M -$334K -2,362 -15%
ACP
716
Ashfield Capital Partners
California
$1.88M – – –
DAM
717
Doheny Asset Management
California
$1.87M -$21.2K -150 -1%
ASN
718
Advisory Services Network
Georgia
$1.87M +$19.7K +139 +1%
Aristotle Capital Management
719
Aristotle Capital Management
California
$1.87M – – –
WCM
720
Weld Capital Management
New York
$1.85M +$1.85M +13,095 New
Marshall Wace
721
Marshall Wace
United Kingdom
$1.83M +$1.83M +12,941 New
GHAM
722
Gilman Hill Asset Management
Connecticut
$1.81M +$105K +740 +6%
GT
723
Greenleaf Trust
Michigan
$1.81M +$195K +1,381 +12%
CC
724
Centiva Capital
New York
$1.8M +$303K +2,145 +20%
NFG
725
Next Financial Group
Texas
$1.8M +$176K +1,241 +11%
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