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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 %
CCA
251
Cobblestone Capital Advisors
New York
$17.7M +$279K +2,310 +2%
SBWIC
252
Schaper Benz & Wise Investment Counsel
Wisconsin
$17.6M -$265K -2,193 -1%
DP
253
Dundas Partners
United Kingdom
$17.6M +$949K +6,704 +6%
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$17.5M +$1.2M +9,955 +7%
KFC
255
Klingenstein Fields & Co
New York
$17.4M -$146K -1,207 -0.8%
QP
256
Quilter Plc
United Kingdom
$17.3M +$271K +2,241 +2%
Comerica Bank
257
Comerica Bank
Texas
$17M -$2.36M -18,730 -12%
PI
258
PGGM Investments
Netherlands
$16.9M +$16.9M +140,114 New
DWM
259
Destination Wealth Management
California
$16.9M +$16.9M +140,020 New
CB
260
Commerce Bank
Missouri
$16.9M -$120K -991 -0.7%
PAM
261
Panagora Asset Management
Massachusetts
$16.6M -$1.98M -16,390 -11%
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$16.6M -$1.81M -14,993 -10%
BS
263
Banco Santander
Spain
$16.3M -$2.43M -20,122 -13%
BFS
264
Bradley Foster & Sargent
Connecticut
$16.2M +$399K +3,300 +3%
QI
265
QV Investors
Alberta, Canada
$16.2M -$4.31M -35,620 -21%
WJWM
266
Williams Jones Wealth Management
New York
$16.1M -$377K -3,121 -2%
Teacher Retirement System of Texas
267
Teacher Retirement System of Texas
Texas
$16M +$11.3M +93,322 +238%
PGF
268
Pelham Global Financials
United Kingdom
$16M -$4.92M -40,700 -24%
Mirae Asset Global Investments
269
Mirae Asset Global Investments
South Korea
$16M +$1.52M +12,539 +10%
CG
270
Colony Group
Massachusetts
$15.9M -$2.21M -18,300 -12%
URS
271
Utah Retirement Systems
Utah
$15.9M +$677K +5,600 +4%
ZIM
272
Zacks Investment Management
Illinois
$15.7M -$18.5K -153 -0.1%
Skandinaviska Enskilda Banken (SEB)
273
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.6M -$12.8M -106,166 -45%
CFB
274
Cullen/Frost Bankers
Texas
$15.4M -$242K -2,001 -2%
DIA
275
Dana Investment Advisors
Wisconsin
$15.3M -$12.5M -103,704 -45%
9 10
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