AXP icon

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 %
Nomura Holdings
876
Nomura Holdings
Japan
$1.18M -$11.2M -79,889 -91%
ANB
877
Amarillo National Bank
Texas
$1.18M – – –
TFCM
878
Taylor Frigon Capital Management
Arizona
$1.17M +$26.5K +187 +2%
CG
879
Caprock Group
Idaho
$1.16M -$65.8K -464 -5%
P
880
Pitcairn
Pennsylvania
$1.16M -$81.1K -574 -7%
RE
881
RBC Europe
United Kingdom
$1.16M -$135K -954 -10%
EM
882
Excalibur Management
Massachusetts
$1.16M -$7.07K -50 -0.6%
LC
883
Lavaca Capital
Texas
$1.16M +$806K +5,701 +230%
MAFM
884
Mid Atlantic Financial Management
Pennsylvania
$1.15M -$45.4K -321 -4%
OFS
885
Orrstown Financial Services
Pennsylvania
$1.15M -$19.7K -136 -2%
AA
886
Argent Advisors
Louisiana
$1.15M +$55.9K +395 +5%
PA
887
Parallel Advisors
California
$1.14M +$21.6K +153 +2%
MHS
888
M Holdings Securities
Oregon
$1.14M +$1.14M +8,089 New
QCG
889
Quadrant Capital Group
Ohio
$1.14M +$16.7K +118 +1%
PIM
890
Penobscot Investment Management
Massachusetts
$1.14M -$14.1K -100 -1%
PP
891
Patten & Patten
Tennessee
$1.14M -$34.7K -245 -3%
BOH
892
Bank of Hawaii
Hawaii
$1.14M -$39.6K -280 -3%
SWM
893
Spire Wealth Management
Virginia
$1.13M +$1.13M +7,889 New
KS
894
Karpas Strategies
Connecticut
$1.12M -$247K -1,750 -18%
HCMG
895
Howard Capital Management Group
California
$1.12M +$1.12M +7,939 New
DW
896
Domani Wealth
Pennsylvania
$1.12M +$73.6K +520 +7%
WSC
897
Wellington Shields & Co
New York
$1.11M -$35.4K -250 -3%
IAMOG
898
Investors Asset Management of Georgia
Georgia
$1.11M – – –
GIA
899
Gladstone Institutional Advisory
Florida
$1.11M +$1.11M +7,860 New
LFRG
900
Lazard Frères Gestion
France
$1.11M – – –
34 35
36
37 38