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

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$632M
2
ClearBridge Investments
ClearBridge Investments
New York
$158M
3
Dodge & Cox
Dodge & Cox
California
$1.73B
4
LP
Longview Partners
Guernsey
$980M
5
UBS AM
UBS AM
Illinois
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
326
Candriam SCA
Luxembourg
$10.9M -$8.19M -67,745 -43%
MSA
327
Mason Street Advisors
Wisconsin
$10.9M -$197K -1,629 -2%
IMOV
328
Investment Management of Virginia
Virginia
$10.8M +$47.8K +395 +0.4%
Nomura Holdings
329
Nomura Holdings
Japan
$10.7M -$1.41M -11,644 -12%
OC
330
Oppenheimer & Co
New York
$10.6M -$318K -2,627 -3%
Creative Planning
331
Creative Planning
Kansas
$10.5M -$215K -1,777 -2%
Twin Tree Management
332
Twin Tree Management
Texas
$10.4M -$5M -41,384 -33%
QC
333
Quadrature Capital
United Kingdom
$10.4M +$10.4M +85,790 New
MLICM
334
Metropolitan Life Insurance Company (MetLife)
New York
$10.2M -$399K -3,297 -4%
Group One Trading
335
Group One Trading
Illinois
$10.2M +$9.24M +76,436 +953%
KAS
336
Kestra Advisory Services
Texas
$10.1M +$7.41M +62,020 +276%
RGI
337
River Global Investors
United Kingdom
$10.1M -$717K -5,928 -7%
CSS
338
Cubist Systematic Strategies
Connecticut
$10M +$1.47M +12,149 +17%
MOACM
339
Mutual of America Capital Management
New York
$9.93M -$339K -2,802 -3%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$9.91M +$614K +4,858 +7%
SAM
341
Silvercrest Asset Management
New York
$9.88M -$68.3K -565 -0.7%
COPPSERS
342
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.85M +$2.55M +21,068 +35%
WT
343
Whittier Trust
California
$9.52M -$89.6K -741 -0.9%
BMSSC
344
B. Metzler seel. Sohn & Co
Germany
$9.43M +$9.43M +77,216 New
KA
345
KLCM Advisors
Wisconsin
$9.41M -$314K -2,594 -3%
AQR Capital Management
346
AQR Capital Management
Connecticut
$9.41M -$11.6M -96,894 -55%
FCMC
347
Founders Capital Management (Connecticut)
Connecticut
$9.3M +$19K +157 +0.2%
IVA
348
International Value Advisers
$9.09M -$3.21M -26,556 -26%
WAS
349
Wesleyan Assurance Society
United Kingdom
$9.07M – – –
HIMCH
350
Hartford Investment Management Co (HIMCO)
Connecticut
$9M +$708K +5,855 +9%
12 13
14
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