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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 %
NG
401
NatWest Group
United Kingdom
$6.78M -$13.1M -108,103 -66%
MGIA
402
Matthew Goff Investment Advisor
Texas
$6.7M +$254K +2,098 +4%
MIM
403
Martin Investment Management
Florida
$6.63M +$41.5K +343 +0.6%
AUB
404
Atlantic Union Bankshares
Virginia
$6.59M +$113K +936 +2%
BAMF
405
BI Asset Management Fondsmaeglerselskab
Denmark
$6.58M +$5.39M +44,609 +457%
RP
406
Rice Partnership
Hawaii
$6.49M +$3.16M +26,164 +95%
OAM
407
Oppenheimer Asset Management
New York
$6.48M +$575K +4,758 +10%
SCP
408
Seizert Capital Partners
Michigan
$6.38M -$1.02M -8,416 -14%
CCMT
409
CMT Capital Markets Trading
Germany
$6.38M +$5.5M +45,500 +628%
SIG
410
Sky Investment Group
Connecticut
$6.37M -$10.3K -85 -0.2%
1IA
411
1834 Investment Advisors
Wisconsin
$6.37M -$135K -1,118 -2%
MYAM
412
Meiji Yasuda Asset Management
Japan
$6.35M +$657K +5,432 +12%
SI
413
Stephens Inc
Arkansas
$6.34M -$3.5M -28,970 -36%
PA
414
Perennial Advisors
New York
$6.34M +$58.6K +485 +0.9%
PMG
415
ProVise Management Group
Florida
$6.34M +$75.3K +623 +1%
CAM
416
Cubic Asset Management
Massachusetts
$6.33M +$53K +438 +0.8%
SAM
417
Stansberry Asset Management
Texas
$6.31M +$308K +2,548 +5%
GC
418
Guggenheim Capital
Illinois
$6.26M +$97.2K +804 +2%
WF
419
WoodTrust Financial
Wisconsin
$6.21M +$599K +4,958 +11%
Public Sector Pension Investment Board (PSP Investments)
420
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.19M -$3.34M -27,610 -35%
OPERF
421
Oregon Public Employees Retirement Fund
Oregon
$6.19M -$275K -2,278 -4%
DJSG
422
D.J. St. Germain
Massachusetts
$6.13M -$46.7K -386 -0.8%
OCM
423
Olstein Capital Management
New York
$6.05M -$846K -7,000 -12%
NSEDCP
424
NJ State Employees Deferred Compensation Plan
New Jersey
$6.05M – – –
AGAM
425
Avalon Global Asset Management
California
$6.05M +$6.05M +50,000 New
15 16
17
18 19