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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 %
CNC
651
Canandaigua National Corp
New York
$2.18M +$708K +5,854 +48%
CCM
652
Condor Capital Management
New Jersey
$2.18M +$1.09K +9 +0.1%
WOC
653
West Oak Capital
California
$2.17M +$94.9K +785 +5%
CC
654
Courier Capital
New York
$2.17M -$12.2K -101 -0.6%
KPWS
655
Kestra Private Wealth Services
Texas
$2.16M -$179K -1,500 -8%
SWP
656
Strategic Wealth Partners
Ohio
$2.15M +$61.8K +511 +3%
JCM
657
Jag Capital Management
Missouri
$2.15M -$34.9K -289 -2%
FP
658
Factorial Partners
New York
$2.15M -$629K -5,200 -23%
EHWM
659
Eads & Heald Wealth Management
Georgia
$2.15M +$20.6K +170 +1%
SIM
660
Stratos Investment Management
Ohio
$2.15M +$182K +1,505 +9%
PSUF
661
People's United Financial
Connecticut
$2.15M -$311K -2,569 -13%
HIM
662
Hotaling Investment Management
Pennsylvania
$2.14M +$3.02K +25 +0.1%
CA
663
Callahan Advisors
Texas
$2.14M +$121 +1 +0%
TW
664
TrinityPoint Wealth
Connecticut
$2.14M -$166K -1,431 -7%
BDWM
665
Brewin Dolphin Wealth Management
Ireland
$2.14M – – –
HTC
666
Haverford Trust Company
Pennsylvania
$2.11M -$315K -2,605 -13%
BL
667
BFSG LLC
California
$2.1M +$54.4K +450 +3%
BB
668
Busey Bank
Illinois
$2.09M -$64.4K -533 -3%
ECM
669
Everence Capital Management
Indiana
$2.07M +$96.3K +796 +5%
SCM
670
Snow Capital Management
Pennsylvania
$2.06M -$68.1K -563 -3%
TK
671
TIAA Kaspick
Massachusetts
$2.05M -$30.2K -250 -1%
PFSC
672
Peoples Financial Services Corp
Pennsylvania
$2.04M -$36.3K -300 -2%
CAM
673
Cresset Asset Management
Illinois
$2.04M +$137K +1,131 +7%
LIA
674
LS Investment Advisors
Michigan
$2.03M -$149K -1,230 -7%
BFA
675
Brendel Financial Advisors
New Hampshire
$2.03M – – –
25 26
27
28 29