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 %
AWM
1176
Aries Wealth Management
Maine
$518K +$10.9K +74 +2%
RM
1177
Resource Management
Louisiana
$517K +$141 +1 +0%
BCM
1178
Bluefin Capital Management
New York
$517K +$517K +3,658 New
IIM
1179
Ipswich Investment Management
Massachusetts
$516K – – –
AI
1180
Accredited Investors
Minnesota
$515K -$35.2K -249 -6%
PTC
1181
Philadelphia Trust Company
Pennsylvania
$514K -$167K -1,181 -25%
RCM
1182
RB Capital Management
Nevada
$514K +$110K +776 +27%
BIM
1183
Barton Investment Management
Pennsylvania
$513K -$22.6K -160 -4%
LJAC
1184
L.J. Altfest & Co
New York
$512K +$283 +2 +0.1%
FWCM
1185
Ferguson Wellman Capital Management
Oregon
$508K -$294K -2,080 -37%
AIM
1186
Aspen Investment Management
Michigan
$507K – – –
EFS
1187
Essex Financial Services
Connecticut
$504K +$14.1K +100 +3%
HPC
1188
Hobart Private Capital
North Carolina
$504K -$8.77K -62 -2%
LWAC
1189
Laurel Wealth Advisors (California)
California
$502K -$14K -99 -3%
SIC
1190
Sigma Investment Counselors
Michigan
$499K – – –
CH
1191
Canton Hathaway
Rhode Island
$499K – – –
WG
1192
Winton Group
United Kingdom
$495K +$495K +3,499 New
WP
1193
WMS Partners
Maryland
$494K +$425 +3 +0.1%
CCC
1194
Crescent Capital Consulting
Louisiana
$491K +$138K +975 +39%
GWM
1195
Gitterman Wealth Management
New Jersey
$491K +$491K +3,474 New
SFA
1196
Semmax Financial Advisors
North Carolina
$489K +$38.5K +272 +9%
RP
1197
Riverbridge Partners
Minnesota
$488K – – –
GWMIA
1198
Global Wealth Management Investment Advisory
Florida
$488K +$18.4K +130 +4%
BCM
1199
BTR Capital Management
California
$487K – – –
TF
1200
Tompkins Financial
New York
$487K – – –
46 47
48
49 50