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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 %
ZCM
351
Ziegler Capital Management
Illinois
$8.99M -$18.1K -150 -0.2%
DCM
352
Dupont Capital Management
Delaware
$8.97M -$3.58M -29,579 -28%
IIC
353
Ironwood Investment Counsel
Arizona
$8.89M +$154K +1,276 +2%
CFG
354
Citizens Financial Group
Rhode Island
$8.85M +$55.4K +458 +0.6%
NI
355
NFC Investments
Tennessee
$8.65M – – –
DWT
356
Dorsey & Whitney Trust
South Dakota
$8.58M +$67.4K +561 +0.8%
TAM
357
Tocqueville Asset Management
New York
$8.5M -$793K -6,558 -9%
Wolverine Trading
358
Wolverine Trading
Illinois
$8.47M +$1.62M +13,575 +24%
CA
359
Claar Advisors
New York
$8.46M – – –
LGP
360
Leonard Green & Partners
California
$8.46M +$8.46M +70,000 New
BBI
361
Baxter Bros Inc
Connecticut
$8.45M +$190K +1,569 +2%
CA
362
Cullinan Associates
Kentucky
$8.34M -$157K -1,300 -2%
Los Angeles Capital Management
363
Los Angeles Capital Management
California
$8.28M -$2.98M -24,677 -26%
SSB
364
Sandy Spring Bank
Maryland
$8.18M -$394K -3,263 -5%
BCM
365
Banyan Capital Management
Georgia
$8.15M -$2.9K -24 -0%
FGP
366
Foyston, Gordon, & Payne
Ontario, Canada
$8.15M -$506K -4,183 -6%
BHC
367
Bowen Hanes & Co
Florida
$8.13M -$42.9M -354,750 -84%
CIBC World Market
368
CIBC World Market
Ontario, Canada
$8.1M +$166K +1,369 +2%
GAG
369
GM Advisory Group
New York
$8.08M -$650K -5,380 -7%
NCM
370
Narwhal Capital Management
Georgia
$8.07M +$404K +3,342 +5%
CAM
371
Carret Asset Management
New York
$8.06M -$161K -1,335 -2%
GFG
372
Greystone Financial Group
Michigan
$8.03M +$8.03M +62,704 New
II
373
IFM Investors
Australia
$7.99M +$1.15M +9,499 +17%
GRQ
374
Gardner Russo & Quinn
Pennsylvania
$7.98M -$1.68M -13,927 -17%
QIM
375
Quantitative Investment Management
Virginia
$7.82M +$7.82M +64,639 New
13 14
15
16 17