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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 %
NA
701
NewEdge Advisors
Louisiana
$1.86M +$23.7K +196 +1%
SFI
702
Siemens Fonds Invest
Germany
$1.85M +$1.85M +15,448 New
GC
703
Guardian Capital
Ontario, Canada
$1.84M – – –
BP
704
BBR Partners
New York
$1.81M -$2M -16,566 -53%
TEE
705
Tibra Equities Europe
United Kingdom
$1.8M +$374K +3,093 +26%
SIAG
706
Signet Investment Advisory Group
Rhode Island
$1.8M +$1.8M +14,843 New
BBA
707
BLB&B Advisors
Pennsylvania
$1.78M -$154K -1,271 -8%
SC
708
SouthState Corp
Florida
$1.78M -$188K -1,555 -10%
WT
709
Washington Trust
Rhode Island
$1.78M +$145K +1,201 +9%
BSW
710
Buckingham Strategic Wealth
Missouri
$1.77M -$4.23M -34,948 -71%
TC
711
TownSquare Capital
Utah
$1.76M +$1.26M +10,393 +252%
AR
712
Advisory Research
Illinois
$1.74M -$15.8K -131 -0.9%
AAM
713
Aureus Asset Management
Massachusetts
$1.74M +$873K +7,222 +101%
SAM
714
Selway Asset Management
$1.74M -$12.1K -100 -0.7%
SC
715
Sawyer & Company
Massachusetts
$1.74M -$6.04K -50 -0.3%
Fiera Capital (Canada)
716
Fiera Capital (Canada)
Quebec, Canada
$1.73M -$7.74K -64 -0.4%
PAM
717
Private Asset Management
California
$1.73M -$215K -1,780 -11%
GWCM
718
Godshalk Welsh Capital Management
Pennsylvania
$1.72M +$14.5K +120 +0.8%
RHBC
719
R.H. Bluestein & Co
Michigan
$1.71M -$52.6K -435 -3%
MWM
720
Modera Wealth Management
New Jersey
$1.7M +$76.5K +633 +5%
GT
721
Glenview Trust
Kentucky
$1.69M -$847 -7 -0%
SCM
722
SOL Capital Management
Maryland
$1.69M +$32.6K +270 +2%
FSA
723
Fort Sheridan Advisors
Illinois
$1.67M -$35.9K -297 -2%
JCM
724
Jacobi Capital Management
Pennsylvania
$1.66M -$3.87K -32 -0.2%
VC
725
Veracity Capital
Georgia
$1.66M +$28K +232 +2%
27 28
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