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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 %
FPCM
501
Financial Partners Capital Management
New York
$4.2M -$125K -1,035 -3%
MHC
502
Meyer Handelman Company
New York
$4.18M – – –
SAM
503
SP Asset Management
California
$4.17M -$18.4K -146 -0.4%
FMT
504
First Mercantile Trust
Tennessee
$4.17M -$84.5K -699 -2%
CCM
505
Coldstream Capital Management
Washington
$4.15M – – –
Wealthfront Advisers
506
Wealthfront Advisers
California
$4.15M -$682K -5,641 -14%
WTC
507
WhitTier Trust Company
Nevada
$4.13M -$32.4K -268 -0.8%
SC
508
Searle & Co
Connecticut
$4.12M +$21.8K +180 +0.5%
PCH
509
Polar Capital Holdings
United Kingdom
$4.12M +$4.12M +34,059 New
PVH
510
Psagot Value Holdings
Israel
$4.07M -$255K -2,106 -6%
FBA
511
Front Barnett Associates
Illinois
$4.06M -$2.17M -17,989 -35%
BAM
512
Barrett Asset Management
New York
$4.04M – – –
Capital Fund Management (CFM)
513
Capital Fund Management (CFM)
France
$4.04M +$4.04M +33,422 New
CFM
514
Coronation Fund Managers
South Africa
$4.03M -$1.39M -11,493 -26%
AF
515
Alerus Financial
North Dakota
$4.01M -$583K -4,819 -13%
PBC
516
Pavion Blue Capital
California
$3.99M +$5.44K +45 +0.1%
TAF
517
Tredje AP-fonden
Sweden
$3.99M -$3.63M -30,000 -48%
V
518
Veritable
Delaware
$3.94M -$612K -5,063 -13%
JG
519
Jefferies Group
New York
$3.93M +$3.93M +32,508 New
RGC
520
Redwood Grove Capital
California
$3.93M +$3.93M +32,472 New
HCMT
521
Highland Capital Management (Tennessee)
Tennessee
$3.89M -$155K -1,286 -4%
Mackenzie Financial
522
Mackenzie Financial
Ontario, Canada
$3.86M +$777K +6,423 +25%
HW
523
Hancock Whitney
Mississippi
$3.85M -$118K -973 -3%
PGFC
524
Peapack-Gladstone Financial Corp
New Jersey
$3.81M -$6.05K -50 -0.2%
SCA
525
Stokes Capital Advisors
South Carolina
$3.79M +$43.8K +362 +1%
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