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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 %
BMC
1101
Beaton Management Company
Massachusetts
$630K – – –
AFG
1102
Allegheny Financial Group
Pennsylvania
$630K +$283 +2 +0%
CWS
1103
Cypress Wealth Services
California
$628K +$3.11K +22 +0.5%
SF
1104
Symphony Financial
Texas
$627K +$98.5K +674 +19%
FNBOH
1105
First National Bank of Hutchinson
Kansas
$624K +$251K +1,773 +67%
GC
1106
GFG Capital
Florida
$623K -$275K -1,943 -31%
BMA
1107
Brooks Moore & Associates
Tennessee
$617K -$184K -1,300 -23%
H
1108
HoyleCohen
California
$617K – – –
CSPAM
1109
Cary Street Partners Asset Management
Virginia
$617K +$49.2K +4,724 +9%
ECM
1110
Estabrook Capital Management
New York
$616K -$31.1K -220 -5%
IA
1111
IFG Advisors
Missouri
$615K +$2.12K +15 +0.3%
PFS
1112
Prospera Financial Services
Texas
$613K -$10.3K -73 -2%
BDFN
1113
Bond & Devick Financial Network
Minnesota
$611K -$4.24K -30 -0.7%
PAS
1114
Park Avenue Securities
New York
$611K +$15.3K +108 +3%
SKK
1115
Shepherd Kaplan Krochuk
Massachusetts
$608K -$240K -1,700 -28%
KFS
1116
Kurt F. Somerville
$608K – – –
PWPS
1117
Pinnacle Wealth Planning Services
Ohio
$607K +$64.4K +456 +12%
PHS
1118
Pekin Hardy Strauss
Illinois
$605K +$37.3K +264 +7%
OL
1119
Optas LLC
Texas
$604K -$588K -4,155 -49%
LWM
1120
Lyell Wealth Management
California
$599K -$2.27K -16 -0.4%
MOS
1121
MGO One Seven
Ohio
$599K +$37.3K +264 +7%
AB
1122
Atlas Brown
Kentucky
$598K – – –
BIM
1123
Baldwin Investment Management
Pennsylvania
$595K +$38.9K +275 +7%
SLF
1124
Sun Life Financial
Ontario, Canada
$593K -$8.2K -58 -1%
CCT
1125
Chemung Canal Trust
New York
$590K -$507K -3,578 -46%
43 44
45
46 47