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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 %
WA1
1526
Wimmer Associates 1
California
$218K +$218K +1,540 New
ASA
1527
Armstrong Shaw Associates
Connecticut
$217K +$217K +1,534 New
TFS
1528
Thoroughbred Financial Services
Tennessee
$217K +$217K +1,537 New
AIM
1529
Axiom Investment Management
New York
$217K +$217K +1,549 New
PCM
1530
Penserra Capital Management
California
$216K +$34.5K +244 +19%
BCCM
1531
Bridge Creek Capital Management
Massachusetts
$216K +$216K +1,525 New
KIC
1532
Keating Investment Counselors
Florida
$216K +$216K +1,526 New
MW
1533
Marcum Wealth
Ohio
$216K +$216K +1,529 New
PWW
1534
Pettyjohn Wood & White
Virginia
$215K +$215K +1,519 New
KTC
1535
Kistler-Tiffany Companies
Pennsylvania
$214K – – –
QI
1536
Qtron Investments
Massachusetts
$212K -$940K -6,648 -82%
SIAP
1537
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$212K – – –
VCM
1538
Vigilant Capital Management
Maine
$212K +$140K +988 +193%
JLBC
1539
J.L. Bainbridge & Co
Florida
$212K +$212K +1,495 New
ACA
1540
Ackerman Capital Advisors
Texas
$212K +$212K +1,500 New
MCM
1541
Mengis Capital Management
Oregon
$212K +$212K +1,500 New
PAS
1542
Professional Advisory Services
Florida
$212K +$212K +1,500 New
VCM
1543
Vivaldi Capital Management
Illinois
$211K -$66.7K -425 -24%
FNBOO
1544
First National Bank of Omaha
Nebraska
$211K -$28K -198 -12%
BFG
1545
Bouchey Financial Group
New York
$211K +$211K +1,492 New
IB
1546
Intrust Bank
Kansas
$211K +$211K +1,492 New
DAM
1547
Delta Asset Management
Tennessee
$210K – – –
WWM
1548
Wolff Wiese Magana
California
$209K -$283 -2 -0.1%
CA
1549
Calton & Associates
Florida
$209K +$209K +1,475 New
UBV
1550
United Bank (Virginia)
Virginia
$208K +$208K +1,475 New
60 61
62
63 64