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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 %
IMRF
826
Illinois Municipal Retirement Fund
Illinois
$1.35M – – –
BFG
827
Beacon Financial Group
Texas
$1.35M – – –
SB
828
Simmons Bank
Arkansas
$1.34M -$52.9K -374 -4%
ANRIA
829
American National Registered Investment Advisor
Texas
$1.33M -$44.1K -312 -3%
GC
830
Grimes & Company
Massachusetts
$1.33M +$436K +3,082 +49%
CPSC
831
Carl P. Sherr & Co
Massachusetts
$1.33M – – –
AIP
832
Ameritas Investment Partners
Nebraska
$1.32M -$64.7K -458 -5%
GIA
833
Gateway Investment Advisers
Ohio
$1.32M -$23.1K -163 -2%
FNBT
834
FineMark National Bank & Trust
Florida
$1.32M -$22.2K -157 -2%
BAMF
835
BI Asset Management Fondsmaeglerselskab
Denmark
$1.32M -$6.37M -45,071 -83%
WSFS
836
Wilmington Savings Fund Society
Delaware
$1.32M -$37.6K -266 -3%
UFF
837
USA Financial Formulas
Michigan
$1.32M +$1.32M +9,295 New
EW
838
Evoke Wealth
California
$1.31M +$947K +6,676 +259%
MHIC
839
Marble Harbor Investment Counsel
Massachusetts
$1.31M – – –
BAS
840
Brown Advisory Securities
Maryland
$1.31M -$7.21K -51 -0.5%
TFS
841
TrustCore Financial Services
Tennessee
$1.3M -$48.5K -343 -4%
WKWM
842
Walter & Keenan Wealth Management
Indiana
$1.3M -$354K -2,500 -21%
ST
843
Smithfield Trust
Pennsylvania
$1.3M -$75.9K -537 -6%
SCM
844
Snow Capital Management
Pennsylvania
$1.3M -$1.11M -7,839 -46%
CB
845
Community Bank
New York
$1.3M -$8.2K -58 -0.6%
GWM
846
Geneos Wealth Management
Colorado
$1.29M -$7.98K -52 -0.6%
RCAG
847
Rehmann Capital Advisory Group
Michigan
$1.29M -$12.2K -87 -0.9%
BFA
848
Beaumont Financial Advisors
Massachusetts
$1.29M +$87.3K +617 +7%
WIS
849
Wright Investors Service
Connecticut
$1.28M -$605K -4,279 -32%
NAM
850
NTV Asset Management
West Virginia
$1.28M +$17.7K +125 +1%
32 33
34
35 36