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 %
SFSIG
1676
San Francisco Sentry Investment Group
California
$48K – – –
NIC
1677
Northwest Investment Counselors
Oregon
$48K +$48K +341 New
CCA
1678
Column Capital Advisors
Indiana
$46K -$14.2K -100 -24%
MAM
1679
Marquette Asset Management
Minnesota
$46K – – –
Nisa Investment Advisors
1680
Nisa Investment Advisors
Missouri
$43K -$12.6K -88,963 -23%
ST
1681
Sageworth Trust
Pennsylvania
$42K -$43.4K -305 -51%
TCCM
1682
Timber Creek Capital Management
Massachusetts
$42K – – –
BAM
1683
Bellevue Asset Management
Washington
$42K – – –
LF
1684
Lee Financial
Texas
$42K – – –
JPLA
1685
Joseph P. Lucia & Associates
New York
$42K +$2.52K +18 +6%
PMFA
1686
Plante Moran Financial Advisors
Michigan
$41K -$81.3K -581 -66%
CMA
1687
Cedar Mountain Advisors
Oregon
$41K – – –
EARNEST Partners
1688
EARNEST Partners
Georgia
$41K – – –
SIM
1689
Sonora Investment Management
Arizona
$41K +$5.69K +40 +16%
SIA
1690
Sit Investment Associates
Minnesota
$40K – – –
GM
1691
GeoWealth Management
Illinois
$40K +$1.4K +10 +4%
BHWM
1692
Bay Harbor Wealth Management
Maryland
$40K +$1.4K +10 +4%
FPB
1693
First PREMIER Bank
South Dakota
$39K -$19.5K -140 -33%
AFS
1694
Annapolis Financial Services
Maryland
$38K – – –
CWM
1695
Cranbrook Wealth Management
Michigan
$38K +$25K +179 +192%
MLFP
1696
MPS Loria Financial Planners
Illinois
$37K – – –
AP
1697
Arlington Partners
Alabama
$37K – – –
AWM
1698
Accel Wealth Management
Iowa
$37K – – –
BC
1699
Burleson & Co
California
$37K +$37K +265 New
CA
1700
Crewe Advisors
Utah
$35K – – –
66 67
68
69 70