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 %
OFS
1001
Oldfather Financial Services
Nebraska
$837K – – –
NB
1002
NBT Bank
New York
$836K -$286K -2,022 -25%
COF
1003
Capital One Financial
Virginia
$835K -$31.8K -225 -4%
SCI
1004
S&CO Inc
Massachusetts
$834K – – –
CS
1005
Cannell & Spears
New York
$828K -$10.6K -75 -1%
CGL
1006
Clarius Group LLC
Washington
$828K +$11.6K +82 +1%
AGA
1007
Accuvest Global Advisors
Utah
$827K +$827K +5,848 New
TH
1008
TCTC Holdings
Texas
$822K -$9.91K -70 -1%
Jennison Associates
1009
Jennison Associates
New York
$822K +$54.9K +388 +7%
EF
1010
Empirical Finance
Pennsylvania
$820K – – –
SBL
1011
Sargent Bickham Lagudis
Colorado
$818K -$34.6K -245 -4%
PC
1012
Pecaut & Co
Iowa
$816K – – –
DWM
1013
Doyle Wealth Management
Florida
$815K -$6.5K -46 -0.8%
MIM
1014
Meridiem Investment Management
United Kingdom
$814K +$8.49K +60 +1%
PWP
1015
Principle Wealth Partners
Connecticut
$813K -$14.4K -102 -2%
SW
1016
SteelPeak Wealth
California
$812K +$34.9K +247 +4%
BSA
1017
Braun Stacey Associates
New York
$810K +$810K +5,725 New
TWI
1018
Thomas White International
Illinois
$803K -$389K -2,750 -33%
FNBOSM
1019
First National Bank of South Miami
Florida
$803K +$113K +800 +16%
CPO
1020
Cerity Partners OCIO
New York
$788K +$84.7K +599 +12%
IAIM
1021
International Assets Investment Management
Florida
$788K +$380K +2,903 +93%
RA
1022
Rational Advisors
New York
$778K +$778K +5,500 New
TA
1023
Tiedemann Advisors
New York
$772K -$175K -1,239 -19%
BHIA
1024
Birch Hill Investment Advisors
Massachusetts
$771K – – –
LSAG
1025
Lake Street Advisors Group
New Hampshire
$770K -$158K -1,117 -17%
39 40
41
42 43