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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 %
RB
476
Rodgers Brothers
Pennsylvania
$4.75M -$97.1K -803 -2%
NFGCM
477
Norman Fields Gottscho Capital Management
New York
$4.71M -$121K -1,000 -3%
BCV
478
Banque Cantonale Vaudoise
Switzerland
$4.71M -$375K -3,100 -7%
CIP
479
Chartwell Investment Partners
Pennsylvania
$4.71M -$215K -1,775 -4%
CII
480
Capital International Inc
California
$4.68M -$54.3K -449 -1%
CIA
481
Choate Investment Advisors
Massachusetts
$4.67M -$363K -3,002 -7%
BF
482
BOK Financial
Oklahoma
$4.64M +$991K +8,194 +27%
1SB
483
1ST Source Bank
Indiana
$4.64M -$1.11M -9,160 -19%
SIM
484
Sentry Investment Management
Wisconsin
$4.6M -$99.3K -821 -2%
CCG
485
Chatham Capital Group
Georgia
$4.59M +$43.9K +363 +1%
GA
486
GFS Advisors
Texas
$4.58M – – –
PNC
487
Park National Corp
Ohio
$4.53M -$491K -4,065 -10%
MML Investors Services
488
MML Investors Services
Massachusetts
$4.52M -$733K -6,061 -14%
OCM
489
One Capital Management
California
$4.52M +$284K +2,346 +7%
GIM
490
Goelzer Investment Management
Indiana
$4.48M -$765K -6,330 -15%
AB
491
Amalgamated Bank
New York
$4.48M -$10.9K -90 -0.2%
RIA
492
RPG Investment Advisory
California
$4.48M +$4.48M +37,023 New
DMC
493
Drexel Morgan & Co
Pennsylvania
$4.4M – – –
Pacer Advisors
494
Pacer Advisors
Pennsylvania
$4.39M -$1.23M -10,140 -22%
HF
495
HRT Financial
New York
$4.37M +$1.48M +12,231 +51%
UF
496
Univest Financial
Pennsylvania
$4.35M -$30.7K -254 -0.7%
NMIMC
497
Northwestern Mutual Investment Management Company
Wisconsin
$4.33M -$56.7K -469 -1%
1832 Asset Management
498
1832 Asset Management
Ontario, Canada
$4.31M +$4.25M +35,489 +7,041%
OMC
499
Overbrook Management Corp
New York
$4.29M +$17.5K +145 +0.4%
MCA
500
Mercer Capital Advisers
New Jersey
$4.21M -$136K -1,125 -3%
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