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American Express
AXP

Overview Fund Activity

1,714 hedge funds and large institutions have $82.6B invested in American Express in 2020 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 545 increasing their positions, 667 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+158
Holders Change %
+10.15%
% of All Funds
30.41%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.69%
New
252
Increased
545
Reduced
667
Closed
74
Calls
$1.07B
Puts
$1.69B
Net Calls
-$613M
Net Calls Change
-$141M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.93B
2
Invesco
2
Invesco
Georgia
$740M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$192M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.53B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$232M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$632M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$158M
3
Dodge & Cox
3
Dodge & Cox
California
$1.73B
4
LP
4
Longview Partners
Guernsey
$980M
5
UBS AM
5
UBS AM
Illinois
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
226
United Capital Financial Advisors
Texas
$21.3M -$561K -4,640 -3%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$21.2M +$902K +7,463 +4%
JPMPWA
228
J.P. Morgan Private Wealth Advisors
California
$20.9M -$674K -5,572 -3%
RFC
229
Regions Financial Corp
Alabama
$20.9M -$331K -2,740 -2%
ET
230
Equitable Trust
Tennessee
$20.9M -$3.57M -29,498 -15%
RCAMU
231
Rothschild & Co Asset Management US
Connecticut
$20.7M -$1.21M -9,978 -6%
Two Sigma Advisers
232
Two Sigma Advisers
New York
$20.6M +$4.4M +36,400 +27%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$20.2M -$3.82M -31,562 -16%
FMI
234
Factory Mutual Insurance
Massachusetts
$20.2M – – –
DWA
235
Douglass Winthrop Advisors
New York
$20.1M +$274K +2,270 +1%
EP
236
Edgestream Partners
New Jersey
$20M +$2.91M +24,095 +17%
TIP
237
Torray Investment Partners
Maryland
$20M +$7.74K +64 +0%
ERSOT
238
Employees Retirement System of Texas
Texas
$19.8M +$903K +7,466 +5%
CA
239
Capitolis Advisors
New York
$19.6M +$19.6M +162,115 New
RJFSA
240
Raymond James Financial Services Advisors
Florida
$19.6M -$2.1M -17,366 -10%
SAM
241
Shell Asset Management
Netherlands
$19.2M +$916K +7,579 +5%
NIPH
242
NN Investment Partners Holdings
Netherlands
$19.1M +$2.39M +19,766 +14%
MIM
243
MetLife Investment Management
New Jersey
$18.9M -$838K -6,930 -4%
Osaic Holdings
244
Osaic Holdings
Arizona
$18.8M -$1.47M -12,157 -7%
CNAM
245
Campbell Newman Asset Management
Wisconsin
$18.7M +$8.02M +66,320 +75%
GIBU
246
Gulf International Bank (UK)
United Kingdom
$18.4M -$1.55M -12,802 -8%
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$18.4M -$2.2M -18,161 -11%
MIS
248
Morningstar Investment Services
Illinois
$18.2M -$869K -7,188 -5%
MA
249
MUFG Americas
New York
$18.2M +$86K +711 +0.5%
NAM
250
North American Management
Massachusetts
$18M -$159K -1,317 -0.9%
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