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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 %
HIIFS
926
Harel Insurance Investments & Financial Services
Israel
$1.01M -$100K -246 -9%
FFN
927
Focus Financial Network
Minnesota
$1.01M +$719K +5,070 +246%
MA
928
Mutual Advisors
Nebraska
$1.01M -$263K -1,860 -21%
BCM
929
Becker Capital Management
Oregon
$1.01M +$6.36K +45 +0.6%
WWM
930
Western Wealth Management
Colorado
$1.01M +$103K +725 +11%
MMC
931
Mizuho Markets Cayman
Cayman Islands
$1.01M -$1.97M -13,920 -66%
CMANY
932
Capital Management Associates (New York)
New York
$1.01M -$17.7K -125 -2%
LTI
933
Laffer Tengler Investments
Tennessee
$1M +$175K +1,240 +21%
VST
934
Van Strum & Towne
California
$1M -$156K -1,100 -13%
FCI
935
Financial Counselors Inc
Kansas
$1M -$9.19K -65 -0.9%
MFG
936
Monte Financial Group
Connecticut
$999K -$73.1K -517 -7%
ML
937
McAdam LLC
Pennsylvania
$998K +$12.6K +89 +1%
Federated Hermes
938
Federated Hermes
Pennsylvania
$994K +$186K +1,312 +23%
RIM
939
Regent Investment Management
Kentucky
$992K – – –
CIA
940
Citadel Investment Advisory
Ohio
$981K – – –
SRC
941
Sage Rhino Capital
California
$971K +$10.2K +72 +1%
WIC
942
Whitegate Investment Counselors
New Hampshire
$970K – – –
OIA
943
OneDigital Investment Advisors
Kansas
$964K -$20.6K -146 -2%
LDB
944
Lee, Danner & Bass
Tennessee
$961K – – –
BAM
945
Belpointe Asset Management
Nevada
$958K +$2.69K +19 +0.3%
GPFA
946
Game Plan Financial Advisors
Ohio
$957K +$133K +940 +16%
GW
947
GW & Wade
Massachusetts
$957K +$258K +1,820 +37%
Group One Trading
948
Group One Trading
Illinois
$953K -$11M -77,718 -92%
CCA
949
Checchi Capital Advisers
California
$949K -$76.9K -544 -7%
CA
950
Commerzbank Aktiengesellschaft
Germany
$949K +$129K +910 +16%
36 37
38
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