AXP icon

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 %
GIM
601
Grassi Investment Management
California
$2.78M – – –
SAIG
602
Semper Augustus Investments Group
Colorado
$2.77M -$3.63K -30 -0.1%
CI
603
Cigna Investments
Connecticut
$2.76M +$181K +1,497 +7%
AWM
604
AE Wealth Management
Kansas
$2.75M -$672K -5,554 -20%
BFEC
605
Benjamin F. Edwards & Company
Missouri
$2.73M -$518K -4,281 -16%
WAM
606
World Asset Management
Michigan
$2.73M -$211K -1,748 -7%
GD
607
Grandfield & Dodd
New York
$2.64M +$10.2K +84 +0.4%
Credit Agricole
608
Credit Agricole
France
$2.63M +$1.96M +16,251 +295%
BIAS
609
Beacon Investment Advisory Services
New Jersey
$2.62M +$23K +190 +0.9%
MA
610
Montag & Associates
Georgia
$2.62M -$4.73M -39,157 -64%
CAN
611
Cetera Advisor Networks
California
$2.62M -$18.6K -154 -0.7%
SCM
612
Silvant Capital Management
Georgia
$2.6M -$45.5K -376 -2%
MYLI
613
Meiji Yasuda Life Insurance
Japan
$2.58M +$141K +1,169 +6%
Cetera Investment Advisers
614
Cetera Investment Advisers
Illinois
$2.58M +$2.14M +17,724 +492%
RWA
615
Ropes Wealth Advisors
Massachusetts
$2.57M +$1.45M +11,964 +129%
SA
616
SRN Advisors
Pennsylvania
$2.55M +$2.55M +21,335 New
MMC
617
Mizuho Markets Cayman
Cayman Islands
$2.55M +$2.55M +21,057 New
EP
618
Eudaimonia Partners
Tennessee
$2.53M +$141K +1,162 +6%
Bessemer Group
619
Bessemer Group
New Jersey
$2.52M +$500K +4,136 +25%
CA
620
Clearstead Advisors
Ohio
$2.49M +$57.9K +479 +2%
Mercer Global Advisors
621
Mercer Global Advisors
Colorado
$2.44M -$264K -2,182 -10%
IP
622
Interval Partners
New York
$2.42M -$6.52M -53,945 -73%
TU
623
TDAM USA
Ontario, Canada
$2.39M +$1.18M +9,780 +98%
VMPIC
624
Varma Mutual Pension Insurance Co
Finland
$2.39M +$420K +3,471 +21%
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$2.38M +$56.8K +470 +2%
23 24
25
26 27