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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.

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 Market Value Shares Shares
Change 		Shares
Change %
RCWMU
26
Rothschild & Co Wealth Management (UK)
United Kingdom
$561M 4,642,180 +28,477 +0.6%
Deutsche Bank
27
Deutsche Bank
Germany
$516M 4,270,541 -418,566 -9%
Franklin Resources
28
Franklin Resources
California
$513M 4,243,544 +766,853 +22%
Legal & General Group
29
Legal & General Group
United Kingdom
$511M 4,224,388 +142,217 +3%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$505M 4,178,399 -252,422 -6%
Charles Schwab
31
Charles Schwab
California
$411M 3,401,449 -19,595 -0.6%
UBS AM
32
UBS AM
Illinois
$397M 3,279,455 -1,161,793 -26%
Barrow, Hanley, Mewhinney & Strauss
33
Barrow, Hanley, Mewhinney & Strauss
Texas
$385M 3,186,272 -331,695 -9%
Goldman Sachs
34
Goldman Sachs
New York
$382M 3,156,245 +72,566 +2%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$364M 3,011,146 +151,018 +5%
Ameriprise
36
Ameriprise
Minnesota
$325M 2,684,918 +65,520 +3%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$324M 2,682,663 -66,983 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$313M 2,588,715 -137,819 -5%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$306M 2,531,262 -398,286 -14%
MIHAS
40
Maj Invest Holding A/S
Denmark
$298M 2,463,813 +660,578 +37%
TAM
41
Troy Asset Management
United Kingdom
$283M 2,339,210 +535,472 +30%
Harris Associates
42
Harris Associates
Illinois
$269M 2,224,991 +1,967 +0.1%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$268M 2,212,440 +79,764 +4%
BGC
44
Beutel, Goodman & Co
Ontario, Canada
$263M 2,175,014 +130,767 +6%
PPA
45
Parametric Portfolio Associates
Washington
$257M 2,122,843 -37,860 -2%
Wells Fargo
46
Wells Fargo
California
$256M 2,119,131 +75,202 +4%
UBS Group
47
UBS Group
Switzerland
$244M 2,018,139 +227,616 +13%
KBC Group
48
KBC Group
Belgium
$233M 350,950 +30,002 +9%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$232M 1,921,585 +1,294,462 +206%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$230M 1,906,280 +18,183 +1%
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