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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 %
SLWS
676
Swaine & Leidel Wealth Services
Florida
$2.03M +$196K +1,619 +11%
SFS
677
Solitude Financial Services
Virginia
$2.01M +$2.01M +16,653 New
RCM
678
RNC Capital Management
California
$2.01M +$282K +2,330 +16%
PCIG
679
Partners Capital Investment Group
Massachusetts
$2.01M +$2.01M +16,588 New
NG
680
Northstar Group
New York
$2.01M +$1.33K +11 +0.1%
HCM
681
Howland Capital Management
Massachusetts
$2M -$10.3K -85 -0.5%
BA
682
Bennicas & Associates
California
$1.98M -$12.1K -100 -0.6%
CCG
683
Ceeto Capital Group
Florida
$1.98M -$6.05K -50 -0.3%
Simplex Trading
684
Simplex Trading
Illinois
$1.96M +$1.96M +16,170 New
EWM
685
Evercore Wealth Management
New York
$1.95M -$165K -1,368 -8%
BOS
686
Bank of Stockton
California
$1.95M -$66.6K -551 -3%
IA
687
Icon Advisers
Colorado
$1.95M +$653K +5,400 +50%
IA
688
IFG Advisory
Georgia
$1.94M +$8.46K +70 +0.4%
NGA
689
Naples Global Advisors
Florida
$1.91M -$53.2K -440 -3%
AWM
690
Altium Wealth Management
New York
$1.91M +$43.6K +361 +2%
IPAM
691
ICICI Prudential Asset Management
India
$1.91M +$1.91M +15,776 New
Bank Julius Baer & Co
692
Bank Julius Baer & Co
Switzerland
$1.9M -$126K -1,043 -6%
SFO
693
Stokes Family Office
Louisiana
$1.9M -$20.6K -170 -1%
MCG
694
MACRO Consulting Group
New Jersey
$1.9M +$44.4K +367 +2%
BFO
695
Boston Family Office
Massachusetts
$1.89M -$55.9K -462 -3%
WG
696
Welch Group
Alabama
$1.89M +$20.1K +166 +1%
III
697
Independent Investors Inc
New York
$1.88M – – –
IC
698
Investment Counsel
Michigan
$1.87M – – –
PI
699
Pettee Investors
Connecticut
$1.86M – – –
V
700
ValueWorks
New York
$1.86M -$30K -248 -2%
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