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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 %
MRCM
1351
M&R Capital Management
New Jersey
$329K -$41.3K -293 -11%
WB
1352
Webster Bank
Connecticut
$329K – – –
GVAG
1353
Great Valley Advisor Group
Delaware
$328K -$29K -205 -8%
VCM
1354
Virtue Capital Management
Tennessee
$327K -$6.5K -46 -2%
ACI
1355
Alpha Cubed Investments
California
$327K +$59K +417 +22%
PP
1356
Palladium Partners
Virginia
$326K -$28.3K -200 -8%
MWNA
1357
Marshall Wace North America
New York
$325K -$13.7M -96,974 -98%
PCM
1358
Prelude Capital Management
New York
$325K -$169K -1,191 -34%
PCM
1359
Parsons Capital Management
Rhode Island
$325K – – –
PFGIA
1360
Patriot Financial Group Insurance Agency
Massachusetts
$325K +$21.1K +149 +7%
OPOWM
1361
One Plus One Wealth Management
Florida
$325K +$325K +2,300 New
KMWM
1362
Keudell/Morrison Wealth Management
Oregon
$321K -$2.41K -17 -0.7%
JFA
1363
JNBA Financial Advisors
Minnesota
$321K – – –
22CM
1364
20/20 Capital Management
California
$321K – – –
TIA
1365
Tiemann Investment Advisors
California
$321K +$142 +1 +0%
CT
1366
Columbia Trust
Oregon
$321K +$2.96K +21 +0.9%
FBB
1367
Fulton Breakefield Broenniman
Maryland
$321K +$321K +2,273 New
ACM
1368
Allred Capital Management
Texas
$318K +$6.65K +47 +2%
AP
1369
Adero Partners
California
$318K +$3.54K +25 +1%
MAM
1370
Magellan Asset Management
Australia
$317K -$23.5K -166 -7%
FA
1371
Financial Advisors
Massachusetts
$317K – – –
GA
1372
Geller Advisors
New York
$317K +$111K +786 +54%
DTL
1373
Dynamic Technology Lab
Singapore
$316K -$514K -3,634 -62%
CAM
1374
CenterStar Asset Management
Illinois
$316K – – –
FB
1375
First Bancorp
Maine
$312K +$312K +2,205 New
53 54
55
56 57