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 %
GSBTD
1451
Glenview State Bank Trust Department
Illinois
$262K +$5.64K +40 +2%
NA
1452
Nottingham Advisors
New York
$261K – – –
PCP
1453
Proficio Capital Partners
Massachusetts
$259K +$259K +1,830 New
CIC
1454
Carnegie Investment Counsel
Ohio
$258K -$343K -2,425 -57%
ACA
1455
Aptus Capital Advisors
Alabama
$258K -$284 -2 -0.1%
VV
1456
Verity & Verity
South Carolina
$257K +$257K +1,624 New
NCM
1457
Northside Capital Management
Oregon
$255K -$12K -85 -4%
WRM
1458
Weybosset Research & Management
Rhode Island
$255K +$14.2K +100 +6%
FMW
1459
Farr Miller & Washington
District of Columbia
$255K +$255K +1,804 New
CFA
1460
Camarda Financial Advisors
Florida
$253K +$253K +1,788 New
BG
1461
Bahl & Gaynor
Ohio
$252K -$7.8K -55 -3%
LWM
1462
Liberty Wealth Management
California
$252K – – –
LI
1463
Lafayette Investments
Maryland
$251K -$112K -794 -31%
GIA
1464
Granite Investment Advisors
New Hampshire
$251K -$6.37K -45 -2%
TAM
1465
Trillium Asset Management
Massachusetts
$251K -$2.69K -19 -1%
HWA
1466
HCR Wealth Advisors
California
$250K -$85K -600 -25%
PAMG
1467
Patton Albertson Miller Group
Tennessee
$250K -$41.3K -292 -14%
FM
1468
Foster & Motley
Ohio
$250K -$6.93K -49 -3%
HWA
1469
HHM Wealth Advisors
Tennessee
$250K +$18.4K +130 +8%
DBIA
1470
Dumont & Blake Investment Advisors
New Jersey
$249K – – –
ZCI
1471
Zevenbergen Capital Investments
Washington
$249K – – –
KLI
1472
Kelman-Lazarov Inc
Tennessee
$248K – – –
FC
1473
Ferris Capital
Massachusetts
$248K – – –
W
1474
Wealthquest
Ohio
$243K -$4.52K -32 -2%
IRC
1475
Investors Research Corp
Georgia
$242K -$70.6K -500 -23%
57 58
59
60 61