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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 %
GCMG
426
Gyroscope Capital Management Group
Florida
$5.97M -$261K -2,156 -4%
SAM
427
Sycomore Asset Management
France
$5.96M +$5.96M +49,300 New
ELC
428
Edgar Lomax Company
Virginia
$5.95M -$109K -900 -2%
PP
429
Paloma Partners
Connecticut
$5.94M +$625K +5,172 +12%
BBHC
430
Brown Brothers Harriman & Co
New York
$5.92M +$75.5K +624 +1%
EMPI
431
Elo Mutual Pension Insurance
Finland
$5.88M +$5.88M +48,659 New
First Trust Advisors
432
First Trust Advisors
Illinois
$5.85M +$608K +5,029 +12%
SCM
433
Stanley Capital Management
Texas
$5.84M +$218K +1,800 +4%
DC
434
Davenport & Co
Virginia
$5.83M +$20.7K +171 +0.4%
MYIA
435
Mount Yale Investment Advisors
Colorado
$5.79M -$247K -2,040 -4%
PFP
436
Pinnacle Financial Partners
Tennessee
$5.76M +$167K +1,395 +3%
TSW
437
Thompson Siegel & Walmsley
Virginia
$5.76M -$183K -1,510 -3%
FCT
438
Family Capital Trust
Massachusetts
$5.75M – – –
AIM
439
Arcadia Investment Management
Michigan
$5.73M -$468K -3,870 -8%
GIA
440
GHP Investment Advisors
Colorado
$5.69M +$170K +1,406 +3%
CFA
441
Carroll Financial Associates
North Carolina
$5.66M +$2.78K +23 +0%
SJL
442
Shayne & Jacobs LLC
Tennessee
$5.53M – – –
UIM
443
USS Investment Management
United Kingdom
$5.46M – – –
PCM
444
PAR Capital Management
Massachusetts
$5.44M +$5.44M +45,000 New
Cambridge Investment Research Advisors
445
Cambridge Investment Research Advisors
Iowa
$5.43M -$449K -3,712 -8%
RS
446
Robeco Schweiz
Switzerland
$5.42M -$353K -2,916 -6%
GI
447
Gradient Investments
Minnesota
$5.36M -$33.7K -336 -0.6%
SC
448
Sovarnum Capital
New York
$5.32M +$5.32M +44,000 New
FCH
449
Freestone Capital Holdings
Washington
$5.31M +$136K +1,124 +3%
HT
450
Heritage Trust
Oklahoma
$5.31M -$63.4K -524 -1%
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