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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 %
WIA
526
Wealthstreet Investment Advisors
Texas
$3.79M -$10.2K -84 -0.3%
CB
527
Cadence Bank
Mississippi
$3.76M +$91.4K +756 +2%
O
528
Ossiam
France
$3.76M +$1.26M +10,400 +50%
MCM
529
MAI Capital Management
Ohio
$3.75M -$54.1K -447 -1%
LSWM
530
Lorne Steinberg Wealth Management
Canada
$3.75M +$3.75M +30,890 New
FHB
531
First Hawaiian Bank
Hawaii
$3.71M +$832K +6,881 +29%
AIC
532
Argus Investors Counsel
New York
$3.71M -$617K -5,100 -14%
IA
533
IndexIQ Advisors
New York
$3.7M +$480K +3,973 +15%
PGIM
534
Pacific Global Investment Management
California
$3.69M +$26.1K +216 +0.7%
PWM
535
Perigon Wealth Management
California
$3.69M +$95.9K +793 +3%
LCAM
536
Long Corridor Asset Management
Hong Kong
$3.63M +$3.63M +30,000 New
FIM
537
Freedom Investment Management
Connecticut
$3.62M -$150K -1,237 -4%
SF
538
Synovus Financial
Georgia
$3.54M +$12.2K +101 +0.3%
EOJOAM
539
E. Ohman J:or Asset Management
Sweden
$3.53M +$12.1K +100 +0.3%
GCA
540
Guardian Capital Advisors
Ontario, Canada
$3.52M +$101K +849 +3%
ACM
541
Adalta Capital Management
New York
$3.52M -$128K -1,060 -4%
BCM
542
Birmingham Capital Management
Alabama
$3.52M -$232K -1,920 -6%
CAM
543
Columbia Asset Management
Michigan
$3.43M -$612K -5,062 -15%
X
544
Xponance
Pennsylvania
$3.42M +$221K +1,825 +7%
AI
545
Atria Investments
North Carolina
$3.39M -$732K -6,054 -18%
TRCT
546
Tower Research Capital (TRC)
New York
$3.39M -$33.5K -277 -1%
FIB
547
First Interstate Bank
Montana
$3.38M -$63.6K -526 -2%
IEFM
548
IQ EQ Fund Management
Ireland
$3.36M -$37.4K -309 -1%
B
549
BP
United Kingdom
$3.32M -$3.78M -31,306 -53%
CT
550
Chicago Trust
Illinois
$3.32M -$98.9K -818 -3%
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