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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 %
MGIA
1126
Moneta Group Investment Advisors
Missouri
$590K +$12K +85 +2%
ONB
1127
Old National Bancorp
Indiana
$587K -$10.3K -73 -2%
HBT
1128
Hills Bank & Trust
Iowa
$585K – – –
TIS
1129
Tortoise Index Solutions
Kansas
$585K +$145K +1,021 +33%
LP
1130
LGL Partners
Pennsylvania
$584K +$283 +2 +0%
ICP
1131
Interchange Capital Partners
Pennsylvania
$580K -$76.9K -529 -12%
GSWM
1132
Golden State Wealth Management
California
$580K -$62.1K -439 -10%
CI
1133
CX Institutional
Indiana
$579K -$2.99M -21,122 -84%
PGAM
1134
Princeton Global Asset Management
New Jersey
$575K – – –
VWM
1135
Venturi Wealth Management
Texas
$574K +$574K +4,059 New
GA
1136
GoalVest Advisory
New York
$573K +$15K +106 +3%
IA
1137
IFP Advisors
Florida
$571K +$33.4K +237 +6%
SFS
1138
Sowell Financial Services
Arkansas
$569K +$6.27K +40 +1%
FMLI
1139
Fukoku Mutual Life Insurance
Japan
$566K – – –
KFP
1140
KB Financial Partners
New Jersey
$564K +$564K +3,985 New
TLP
1141
Trinity Legacy Partners
Texas
$560K – – –
SBSB
1142
Sullivan, Bruyette, Speros & Blaney
Virginia
$559K +$61.8K +437 +12%
GWS
1143
Glassman Wealth Services
Virginia
$558K -$62.8K -444 -10%
V
1144
VeraBank
Texas
$558K -$14.2K -100 -2%
NIM
1145
NuWave Investment Management
New Jersey
$556K -$332K -2,342 -37%
AIM
1146
Acropolis Investment Management
Missouri
$555K -$62.8K -444 -10%
LA
1147
LVW Advisors
New York
$553K +$21.9K +155 +4%
SC
1148
Saybrook Capital
North Carolina
$552K +$84.9K +600 +18%
MIM
1149
Merrion Investment Management
New Jersey
$550K – – –
IC
1150
Intersect Capital
California
$550K +$40.5K +286 +8%
44 45
46
47 48