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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 %
TCOV
576
Trust Company of Vermont
Vermont
$3.01M +$60.6K +501 +2%
ACM
577
Azimuth Capital Management
Michigan
$2.96M +$468K +3,875 +19%
FG
578
Fiduciary Group
Georgia
$2.96M -$127K -991 -4%
KFM
579
KG Funds Management
New York
$2.95M -$40.9M -338,211 -93%
BWAM
580
Boyd Watterson Asset Management
Ohio
$2.95M -$240K -1,989 -8%
COI
581
Connable Office Inc
Michigan
$2.94M +$679K +5,613 +30%
LCM
582
Laurion Capital Management
New York
$2.94M +$2.2M +18,152 +294%
IRF
583
IBM Retirement Fund
New York
$2.94M +$171K +1,413 +6%
CWM
584
Concentric Wealth Management
California
$2.93M +$66.5K +550 +2%
Acadian Asset Management
585
Acadian Asset Management
Massachusetts
$2.91M +$600K +4,961 +26%
HCM
586
Hutner Capital Management
Vermont
$2.86M -$5.92K -49 -0.2%
CIC
587
Cornercap Investment Counsel
Georgia
$2.86M +$2.86M +22,963 New
SLI
588
Sumitomo Life Insurance
Japan
$2.85M -$447K -3,697 -14%
SCI
589
Stableford Capital II
Arizona
$2.84M -$13.8K -114 -0.5%
CCM
590
Covington Capital Management
California
$2.84M +$24.1K +199 +0.9%
EIM
591
Essex Investment Management
Massachusetts
$2.83M -$403K -3,336 -12%
SW
592
SVB Wealth
Massachusetts
$2.82M +$210K +1,733 +8%
MCM
593
Mitchell Capital Management
Kansas
$2.81M +$195K +1,610 +7%
BW
594
Bison Wealth
Georgia
$2.8M -$4.72K -39 -0.2%
AS
595
Altshuler Shaham
Israel
$2.8M – – –
BIP
596
Bouvel Investment Partners
Pennsylvania
$2.79M +$2.79M +23,084 New
BA
597
Bellwether Advisors
Nebraska
$2.79M +$2.79M +23,088 New
FWIA
598
Fort Washington Investment Advisors
Ohio
$2.79M -$19.3K -160 -0.7%
TAM
599
Taurus Asset Management
New York
$2.79M -$923K -7,632 -25%
RC
600
RBF Capital
California
$2.78M – – –
22 23
24
25 26