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American Express

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
Name Holding Trade Value Shares
Change
Shares
Change %
HFA
1751
HC Financial Advisors
California
$7K -$129K -863 -95%
WWM
1752
Wagner Wealth Management
South Carolina
$7K +$7K +50 New
MS
1753
Mizuho Securities
Japan
$6K -$3.07K -21 -34%
HCM
1754
Horrell Capital Management
Arkansas
$6K
GEA
1755
Glen Eagle Advisors
New Jersey
$5.38K +$990 +7 +23%
CWA
1756
Carolina Wealth Advisors
South Carolina
$5K +$2.78K +20 +125%
AWM
1757
Atticus Wealth Management
Florida
$4K -$6.62K -43 -62%
PCTC
1758
Perkins Coie Trust Company
Washington
$4K
FBT
1759
First Bank & Trust
South Dakota
$3K -$6K -38 -67%
LWA
1760
Lowe Wealth Advisors
Maryland
$3K
PHK
1761
Point72 Hong Kong
Hong Kong
$3K +$3K +18 New
JIR
1762
James Investment Research
Ohio
$3K +$3K +21 New
HWM
1763
HighMark Wealth Management
Minnesota
$2K -$2.67K -20 -57%
MWA
1764
Moser Wealth Advisors
Washington
$2K +$2K +16 New
MIH
1765
Meitav Investment House
Israel
$1.44K +$455 +3,200 +46%
ONST
1766
Old North State Trust
North Carolina
$1K
CWA
1767
Core Wealth Advisors
Florida
$1K
FWM
1768
Focused Wealth Management
New York
$1K +$1K +10 New
AMC
1769
Asset Management Corp
Illinois
$846 -$31 -218 -4%
Walleye Capital
1770
Walleye Capital
New York
$763 +$763 +5,396 New
SWM
1771
Sugarloaf Wealth Management
Georgia
$19 +1 +0.7%
Viking Global Investors
1772
Viking Global Investors
Connecticut
-$632M -5,224,231 Closed
HMP
1773
HS Management Partners
New York
-$162M -1,337,935 Closed
TCM
1774
Tybourne Capital Management
Hong Kong
-$140M -1,155,457 Closed
TP
1775
Theleme Partners
United Kingdom
-$111M -917,031 Closed