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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
1
Fidelity Investments
Massachusetts
$1.17B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$452M
3
State Street
3
State Street
Massachusetts
$4.87B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$185M
5
CVA
5
Ceredex Value Advisors
Florida
$121M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
LP
2
Longview Partners
Guernsey
$903M
3
HMP
3
HS Management Partners
New York
$0
4
MC
4
Maverick Capital
Texas
$475K
5
DZ Bank
5
DZ Bank
Germany
$537M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
151
State of Tennessee, Department of Treasury
Tennessee
$51.8M -$5.36M -37,905 -9%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$51.3M +$11.9M +84,024 +30%
EIP
153
Epoch Investment Partners
New York
$51.2M +$11.2M +79,142 +28%
HNB
154
Huntington National Bank
Ohio
$51.1M +$992K +7,013 +2%
HPC
155
HM Payson & Co
Maine
$50.6M +$2.68M +18,973 +6%
Brown Advisory
156
Brown Advisory
Maryland
$49.9M +$4.77M +33,721 +11%
Fidelity International
157
Fidelity International
Bermuda
$48.4M +$6.23M +44,020 +15%
SIM
158
Sprucegrove Investment Management
Ontario, Canada
$47.9M -$1.75M -12,400 -4%
ProShare Advisors
159
ProShare Advisors
Maryland
$46M +$7.46M +52,727 +19%
CWM
160
CIBC World Markets
New York
$44.7M -$7.84M -55,438 -15%
WA
161
WestEnd Advisors
North Carolina
$44.5M -$2.9M -20,497 -6%
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$43.6M +$3.57M +25,240 +9%
BMO
163
Beck Mack & Oliver
New York
$43.4M -$774K -5,474 -2%
MC
164
Metropolis Capital
United Kingdom
$42.5M -$26M -184,116 -38%
CS
165
Central Securities
New York
$42.4M – – –
VOYA Investment Management
166
VOYA Investment Management
Georgia
$42.3M -$1.5M -10,616 -3%
Select Equity Group
167
Select Equity Group
New York
$42.1M +$40.7M +287,639 +2,974%
TBC
168
Tweedy, Browne Co
Connecticut
$41.3M -$560K -3,960 -1%
AAM
169
Advisors Asset Management
Colorado
$41M +$348K +2,458 +0.9%
CCP
170
Clarkston Capital Partners
Michigan
$40.9M +$3.45M +24,420 +9%
Treasurer of the State of North Carolina
171
Treasurer of the State of North Carolina
North Carolina
$39.5M +$238K +1,680 +0.6%
MIFH
172
Migdal Insurance & Financial Holdings
Israel
$39.3M – – –
TRSOTSOK
173
Teachers Retirement System of the State of Kentucky
Kentucky
$38.9M -$2.49M -17,639 -6%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$38.8M -$10.8M -76,093 -22%
ACI
175
AMP Capital Investors
Australia
$36.4M +$1.51M +10,657 +4%
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7
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