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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 %
HIMC
201
Heritage Investors Management Corp
Maryland
$29.4M -$891K -6,298 -3%
IC
202
Inverness Counsel
New York
$28.5M +$28.5M +201,301 New
ACA
203
Anchor Capital Advisors
Massachusetts
$28.4M +$1.54M +10,892 +6%
LCM
204
Laurion Capital Management
New York
$28.1M +$24.7M +174,566 +718%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$28.1M +$4.42M +31,232 +19%
GC
206
Gillson Capital
Illinois
$27.9M +$27.9M +197,484 New
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$27.9M +$1.52M +10,768 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
208
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.6M -$17.9M -126,500 -39%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$27.5M -$401K -2,836 -1%
AIA
210
Avalon Investment & Advisory
Texas
$27.4M +$206K +1,459 +0.8%
ASRS
211
Arizona State Retirement System
Arizona
$27.3M -$1.51M -10,704 -5%
ESBC
212
E.S. Barr & Co
Kentucky
$27.2M -$127K -900 -0.5%
RMA
213
Roffman Miller Associates
Pennsylvania
$27.2M +$6.11M +78,853 +29%
NAM
214
NorthCoast Asset Management
Connecticut
$26.9M -$944K -6,660 -3%
Macquarie Group
215
Macquarie Group
Australia
$26.3M -$315K -2,225 -1%
AAM
216
Aureus Asset Management
Massachusetts
$26.3M +$24.2M +171,249 +1,191%
PAM
217
Panagora Asset Management
Massachusetts
$25.8M +$6.38M +45,076 +33%
Commonwealth Equity Services
218
Commonwealth Equity Services
Massachusetts
$25.8M -$2.12M -14,976 -8%
JPMPWA
219
J.P. Morgan Private Wealth Advisors
California
$25.2M +$651K +4,603 +3%
SFI
220
Susquehanna Fundamental Investments
Pennsylvania
$25.1M +$8.89M +62,834 +55%
RFC
221
Regions Financial Corp
Alabama
$24.6M +$125K +881 +0.5%
UCFA
222
United Capital Financial Advisors
Texas
$24.4M -$519K -3,670 -2%
RJFSA
223
Raymond James Financial Services Advisors
Florida
$23.8M +$924K +6,535 +4%
M&T Bank
224
M&T Bank
New York
$23.7M -$1.77M -12,493 -7%
DWA
225
Douglass Winthrop Advisors
New York
$23.5M -$81K -573 -0.3%
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