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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 %
CP
1151
Cumberland Partners
Ontario, Canada
$550K +$70K +495 +15%
BAM
1152
Beaumont Asset Management
Texas
$549K +$4.52K +32 +0.8%
KPW
1153
Kore Private Wealth
New York
$548K +$32.7K +231 +6%
ACM
1154
Advisors Capital Management
New Jersey
$548K +$97.2K +688 +22%
BMC
1155
Benin Management Corp
Connecticut
$546K – – –
EB
1156
Eastern Bank
Massachusetts
$545K – – –
IWM
1157
IHT Wealth Management
Illinois
$545K +$35.1K +248 +7%
SCM
1158
Stonebridge Capital Management
California
$543K – – –
MIM
1159
MTM Investment Management
South Carolina
$540K -$8.21K -58 -1%
ITIM
1160
Indiana Trust & Investment Management
Indiana
$540K -$7.91K -56 -1%
KA
1161
Kovack Advisors
Florida
$540K +$17.8K +126 +3%
RWB
1162
RMR Wealth Builders
New Jersey
$540K +$247K +1,747 +84%
Credit Agricole
1163
Credit Agricole
France
$539K -$2.54M -17,941 -82%
WCM
1164
Weik Capital Management
Pennsylvania
$539K – – –
FMN
1165
Financial Management Network
California
$537K +$46.7K +302 +10%
WP
1166
WealthSource Partners
California
$534K +$184K +1,301 +53%
AF
1167
Arrow Financial
New York
$533K -$46.7K -330 -8%
CBT
1168
CoreFirst Bank & Trust
Kansas
$533K -$7.78K -55 -1%
Carson Wealth (CWM LLC)
1169
Carson Wealth (CWM LLC)
Nebraska
$531K – – –
SWA
1170
Sutton Wealth Advisors
Florida
$529K +$1.27K +9 +0.2%
OC
1171
Oakworth Capital
Alabama
$529K -$4.8K -34 -0.9%
CBT
1172
Central Bank & Trust
Kentucky
$526K -$1.2M -8,470 -69%
ME
1173
McIlrath & Eck
Washington
$525K – – –
GFS
1174
GYL Financial Synergies
Connecticut
$521K +$35.5K +251 +7%
JWBC
1175
John W. Bristol & Co
New York
$519K – – –
45 46
47
48 49