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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 %
DY
376
Dowling & Yahnke
California
$7.78M +$94.3K +780 +1%
NEI
377
Northwest & Ethical Investments
Ontario, Canada
$7.73M -$1.45M -12,028 -16%
MCM
378
Maple Capital Management
Vermont
$7.71M +$194K +1,602 +3%
BCM
379
Buckhead Capital Management
Georgia
$7.7M +$115K +949 +2%
PL
380
Parthenon LLC
Kentucky
$7.64M +$204K +1,686 +3%
DT
381
Diversified Trust
Tennessee
$7.55M -$764K -6,319 -9%
PL
382
Parkwood LLC
Ohio
$7.55M +$7.55M +62,422 New
AMI
383
Amica Mutual Insurance
Rhode Island
$7.53M – – –
HPIA
384
Hamilton Point Investment Advisors
North Carolina
$7.53M +$16.9K +140 +0.2%
ACM
385
AlphaCrest Capital Management
New York
$7.53M +$5.71M +47,221 +314%
MIM
386
Marco Investment Management
Georgia
$7.34M +$502K +4,150 +7%
ECG
387
Edge Capital Group
Georgia
$7.33M -$1.82M -15,087 -20%
LCM
388
LVM Capital Management
Michigan
$7.33M -$75.9K -628 -1%
TNB
389
TCF National Bank
South Dakota
$7.22M +$3.51K +29 +0%
2
390
2Xideas
Switzerland
$7.19M +$7.19M +59,478 New
CWM
391
Calamos Wealth Management
Illinois
$7.19M +$439K +3,631 +7%
BUB
392
BBVA USA Bancshares
Texas
$7.04M -$246K -2,038 -3%
BAM
393
Bell Asset Management
Australia
$7.02M +$290K +2,401 +4%
GAM
394
Griffin Asset Management
New York
$6.94M -$7.38K -61 -0.1%
KFP
395
KMG Fiduciary Partners
Ohio
$6.93M +$266K +2,243 +4%
ATC
396
Argent Trust Co
Tennessee
$6.92M +$218K +1,800 +3%
SAM
397
Securian Asset Management
Minnesota
$6.91M -$340K -2,811 -5%
CAPTRUST Financial Advisors
398
CAPTRUST Financial Advisors
North Carolina
$6.88M +$343K +2,838 +5%
NLGIA
399
Nippon Life Global Investors Americas
New York
$6.87M +$6.87M +56,800 New
NRS
400
Neville Rodie & Shaw
New York
$6.83M -$1.19M -9,818 -15%
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