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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 %
CPIA
1326
Cornell Pochily Investment Advisors
New York
$350K -$52.9K -374 -13%
CWG
1327
Cornerstone Wealth Group
North Carolina
$350K +$3.39K +23 +1%
FANJ
1328
Financial Architects (New Jersey)
New Jersey
$350K +$7.07K +50 +2%
BOS
1329
Bingham Osborn & Scarborough
California
$350K +$29.5K +209 +9%
AWM
1330
Aberdeen Wealth Management
Illinois
$349K -$1.42K -10 -0.4%
DA
1331
Duality Advisers
Florida
$348K -$618K -4,364 -64%
CSPIA
1332
Cary Street Partners Investment Advisory
Virginia
$347K -$448K -3,168 -56%
OWA
1333
Outlook Wealth Advisors
Texas
$347K -$198K -1,396 -36%
MFA
1334
Mayflower Financial Advisors
Massachusetts
$347K -$42.5K -300 -11%
CFA
1335
Cahill Financial Advisors
Minnesota
$347K – – –
MS
1336
Madden Securities
Texas
$347K +$21.2K +150 +7%
MAM
1337
McLean Asset Management
Virginia
$345K +$6.32K +42 +2%
BHWM
1338
Bar Harbor Wealth Management
New Hampshire
$344K -$295K -2,085 -46%
CHP
1339
Cable Hill Partners
Oregon
$343K +$53.8K +381 +19%
MIC
1340
Means Investment Company
Maine
$342K – – –
MFT
1341
Moisand Fitzgerald Tamayo
Florida
$342K – – –
SMA
1342
Sage Mountain Advisors
Georgia
$342K +$342K +2,420 New
MWA
1343
Meridian Wealth Advisors
Texas
$341K – – –
CIM
1344
Confluence Investment Management
Missouri
$339K – – –
RW
1345
REDW Wealth
New Mexico
$338K – – –
SFG
1346
Sunburst Financial Group
Alabama
$336K – – –
ESCM
1347
Echo Street Capital Management
New York
$335K +$335K +2,367 New
M
1348
MOTCO
Texas
$333K -$9.49K -67 -3%
CCA
1349
Childress Capital Advisors
Texas
$333K +$88.2K +625 +36%
MPIA
1350
Mountain Pacific Investment Advisers
Idaho
$332K – – –
52 53
54
55 56