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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 %
DCM
1376
Donaldson Capital Management
Indiana
$311K -$25.5K -180 -8%
CCMD
1377
Cypress Capital Management (Delaware)
Delaware
$310K – – –
MFG
1378
MidWestOne Financial Group
Iowa
$309K -$141 -1 -0%
NICM
1379
Neo Ivy Capital Management
New York
$307K -$342K -2,423 -53%
CIP
1380
Convergence Investment Partners
Florida
$307K -$4.66K -33 -1%
TNB
1381
Thomasville National Bank
Georgia
$307K +$56.5K +660 +23%
WCM
1382
Whitener Capital Management
North Carolina
$304K – – –
PPSG
1383
Princeton Portfolio Strategies Group
New Jersey
$304K – – –
T
1384
TRUADVICE
Florida
$302K -$231K -1,494 -43%
GHA
1385
GW Henssler & Associates
Georgia
$301K – – –
RIM
1386
Reliant Investment Management
Tennessee
$301K – – –
HA
1387
HC Advisors
Georgia
$301K +$142 +1 +0%
HIA
1388
Harbor Investment Advisory
Maryland
$300K – – –
DIM
1389
Delta Investment Management
California
$299K -$25.6K -181 -8%
YMRC
1390
Yorktown Management & Research Company
Virginia
$298K – – –
CASB
1391
Cape Ann Savings Bank
Massachusetts
$297K – – –
CST
1392
Charles Schwab Trust
Nevada
$296K -$4.19K -29 -1%
DTC
1393
Davidson Trust Company
Washington
$295K – – –
MBTD
1394
Mechanics Bank - Trust Department
California
$294K -$1.84K -13 -0.6%
BWM
1395
Bulltick Wealth Management
Florida
$293K +$293K +2,074 New
CWM
1396
Chesapeake Wealth Management
Virginia
$293K -$34.1K -241 -10%
PA
1397
Procyon Advisors
Connecticut
$293K -$3.54K -25 -1%
ESB
1398
Essex Savings Bank
Connecticut
$293K – – –
CAAS
1399
Capital Asset Advisory Services
Michigan
$291K +$291K +2,054 New
HPWM
1400
Highland Private Wealth Management
Washington
$290K -$142 -1 -0%
54 55
56
57 58