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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
+$459M
2
Invesco
Invesco
Georgia
+$250M
3
SGA
Sustainable Growth Advisers
Connecticut
+$192M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$179M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$157M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$680M
2
ClearBridge Investments
ClearBridge Investments
New York
-$674M
3
Dodge & Cox
Dodge & Cox
California
-$243M
4
LP
Longview Partners
Guernsey
-$216M
5
UBS AM
UBS AM
Illinois
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAM
551
Unison Asset Management
Florida
$3.3M +$3.3M +27,285 New
RBA
552
Richard Bernstein Advisors
New York
$3.29M – – –
SAM
553
Sompo Asset Management
Japan
$3.28M +$1.82M +15,080 +125%
TI
554
Trexquant Investment
Connecticut
$3.28M +$3.28M +27,159 New
VCA
555
Verdence Capital Advisors
Maryland
$3.28M +$80.7K +667 +3%
AWM
556
Avitas Wealth Management
California
$3.28M +$752K +6,222 +30%
MSE
557
MUFG Securities EMEA
United Kingdom
$3.27M +$3.27M +27,000 New
RC
558
Roundview Capital
New Jersey
$3.26M +$1.08M +8,962 +50%
DADC
559
D.A. Davidson & Co
Montana
$3.24M -$62.6K -518 -2%
FNFDCM
560
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.21M -$114K -939 -3%
PRA
561
Pine Ridge Advisers
New York
$3.2M +$3.2M +26,500 New
BZWA
562
Blue Zone Wealth Advisors
California
$3.18M +$60K +496 +2%
FNT
563
First National Trust
Pennsylvania
$3.13M -$92.9K -768 -3%
VAS
564
Vestmark Advisory Solutions
Massachusetts
$3.11M -$959K -7,932 -24%
SWP
565
Stratos Wealth Partners
Ohio
$3.11M -$55.5K -459 -2%
FMTC
566
Farmers & Merchants Trust Company
California
$3.1M +$27.2K +225 +0.9%
NEAM
567
New England Asset Management
Connecticut
$3.1M +$326K +2,700 +12%
AP
568
Advisor Partners
California
$3.09M +$137K +1,135 +5%
NWM
569
Nicola Wealth Management
British Columbia, Canada
$3.07M -$14.8M -122,000 -83%
CI
570
CX Institutional
Indiana
$3.05M -$92.9K -768 -3%
FG
571
Foster Group
Iowa
$3.04M +$3.04M +25,678 New
ADL
572
Asset Dedication LLC
California
$3.04M +$55.2K +457 +2%
MUAMU
573
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.02M – – –
BL
574
Bleichroeder LP
New York
$3.02M – – –
GFI
575
Global Frontier Investments
South Carolina
$3.02M – – –
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