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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 %
VDI
176
Vaughan David Investments
Illinois
$35.7M -$3.11K -22 -0%
CT
177
Cambridge Trust
Massachusetts
$35.6M +$1.75M +12,382 +5%
LPL Financial
178
LPL Financial
California
$35.5M +$2.55M +18,032 +8%
PCM
179
PAR Capital Management
Massachusetts
$35.4M +$29M +205,000 +456%
Royal London Asset Management
180
Royal London Asset Management
United Kingdom
$35M +$1.23M +8,667 +4%
Two Sigma Investments
181
Two Sigma Investments
New York
$34.6M -$23.7M -167,713 -41%
KBC Group
182
KBC Group
Belgium
$34M -$15.6M -110,558 -32%
ZIC
183
ZWJ Investment Counsel
Georgia
$33.6M +$232K +1,638 +0.7%
LOAMS
184
Lombard Odier Asset Management (Switzerland)
Switzerland
$32.9M -$3.86M -27,303 -11%
CK
185
Cohen Klingenstein
New York
$32.4M – – –
Calamos Advisors
186
Calamos Advisors
Illinois
$32.3M +$1.61M +11,398 +5%
Aviva
187
Aviva
United Kingdom
$32.3M -$226K -1,596 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
188
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.1M -$27.8M -196,223 -46%
Neuberger Berman Group
189
Neuberger Berman Group
New York
$31.7M +$1.29M +9,241 +4%
AA
190
ALPS Advisors
Colorado
$31.7M +$50.4K +356 +0.2%
UH
191
Unigestion Holding
Switzerland
$31.6M +$31.6M +223,429 New
TAM
192
Todd Asset Management
Kentucky
$31.3M -$1.59M -11,242 -5%
Baird Financial Group
193
Baird Financial Group
Wisconsin
$30.7M +$5.94M +41,998 +24%
Victory Capital Management
194
Victory Capital Management
Texas
$30.7M -$874K -6,178 -3%
FAF
195
Fjarde Ap-fonden
Sweden
$30.7M -$1M -7,100 -3%
Nomura Asset Management
196
Nomura Asset Management
Japan
$30M -$278K -1,964 -0.9%
ACM
197
Aquamarine Capital Management
New York
$29.7M – – –
CTB
198
Country Trust Bank
Illinois
$29.6M -$5.45M -38,567 -16%
SEI Investments
199
SEI Investments
Pennsylvania
$29.5M -$2.42M -17,469 -8%
CNAM
200
Campbell Newman Asset Management
Wisconsin
$29.5M +$7.56M +53,466 +35%
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