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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 %
CSIC
301
Clifford Swan Investment Counsel
California
$13M -$35.3K -292 -0.3%
MI
302
Markston International
New York
$12.9M -$924K -7,642 -7%
BFA
303
Bragg Financial Advisors
North Carolina
$12.9M +$16.7K +138 +0.1%
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$12.7M +$1.17M +9,924 +10%
BC
305
Bartlett & Co
Ohio
$12.5M -$3.51K -29 -0%
BCWM
306
Bartlett & Co Wealth Management
Ohio
$12.5M -$3.51K -29 -0%
NCM
307
Noesis Capital Mangement
Florida
$12.5M +$63.1K +522 +0.5%
KeyBank National Association
308
KeyBank National Association
Ohio
$12.4M +$508K +4,203 +4%
Robeco Institutional Asset Management
309
Robeco Institutional Asset Management
Netherlands
$12.4M -$1.2M -9,907 -9%
FDCC
310
Foster Dykema Cabot & Co
Massachusetts
$12.1M +$11.1M +91,400 +1,008%
ACM
311
Alight Capital Management
New York
$12.1M +$12.1M +100,000 New
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$12M +$958K +7,921 +9%
MWNA
313
Marshall Wace North America
New York
$12M +$11.7M +96,690 +3,740%
SPIA
314
Steward Partners Investment Advisory
New York
$12M -$288K -2,379 -2%
FT
315
Fiduciary Trust
Massachusetts
$12M +$319K +2,637 +3%
IG
316
ING Group
Netherlands
$11.9M +$3.08M +25,468 +35%
CTA
317
Chesley Taft & Associates
Illinois
$11.9M -$49.5K -409 -0.4%
WIC
318
Willis Investment Counsel
Georgia
$11.7M +$1.51M +12,487 +15%
CCP
319
Clifford Capital Partners
Utah
$11.4M +$109K +902 +1%
N
320
Natixis
France
$11.3M +$11.3M +93,939 New
WF
321
Welch & Forbes
Massachusetts
$11.2M -$253K -2,091 -2%
DILIC
322
Dai-ichi Life Insurance Company
Japan
$11M +$2.33M +19,253 +27%
NC
323
Nixon Capital
Texas
$11M +$11M +90,762 New
AHB
324
Abner Herrman & Brock
New Jersey
$11M -$346K -2,863 -3%
DnB Asset Management
325
DnB Asset Management
Norway
$10.9M +$417K +3,447 +4%
11 12
13
14 15