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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 %
WSCM
626
Wellington Shields Capital Management
New York
$2.36M -$551K -4,557 -19%
ODCM
627
Old Dominion Capital Management
Virginia
$2.36M -$25.7K -213 -1%
AWM
628
Avior Wealth Management
Nebraska
$2.35M -$24.7K -204 -1%
UB
629
UMB Bank
Missouri
$2.34M +$106K +874 +5%
SAM
630
Sawgrass Asset Management
Florida
$2.32M -$245K -2,030 -10%
LNC
631
Lincoln National Corp
Pennsylvania
$2.32M +$971K +8,030 +72%
FMWA
632
Forvis Mazars Wealth Advisors
Missouri
$2.31M -$479K -3,961 -17%
HB
633
Homrich & Berg
Georgia
$2.28M +$351K +2,902 +18%
Primecap Management
634
Primecap Management
California
$2.27M – – –
KRSITF
635
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.27M +$202K +1,668 +10%
RIM
636
Redpoint Investment Management
Australia
$2.26M +$112K +928 +5%
BBVA
637
Banco Bilbao Vizcaya Argentaria
Spain
$2.26M -$1.77M -14,679 -44%
BFIM
638
Beese Fulmer Investment Management
Ohio
$2.26M +$4.23K +35 +0.2%
Lido Advisors
639
Lido Advisors
California
$2.25M -$2.86M -23,674 -56%
BRWA
640
B. Riley Wealth Advisors
Florida
$2.25M +$17.8K +147 +0.8%
PI
641
PFS Investments
Georgia
$2.24M +$37.7K +311 +2%
MCM
642
Murphy Capital Management
New Jersey
$2.24M -$215K -1,780 -9%
RJT
643
Raymond James Trust
Florida
$2.23M -$464K -3,840 -17%
PCI
644
Pacifica Capital Investments
Texas
$2.23M – – –
PRS
645
Pinkerton Retirement Specialists
Idaho
$2.22M +$27.1K +224 +1%
MVA
646
Mount Vernon Associates
Maryland
$2.21M – – –
CFGS
647
Concourse Financial Group Securities
Alabama
$2.2M +$143K +1,180 +7%
WA
648
WP Advisors
California
$2.19M +$12.9K +107 +0.6%
HAG
649
HighPoint Advisor Group
Illinois
$2.19M +$2.19M +17,273 New
IAA
650
Independent Advisor Alliance
North Carolina
$2.19M +$152K +1,255 +7%
24 25
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