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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 %
KCM
726
Kanawha Capital Management
Virginia
$1.66M +$39.3K +325 +2%
TBA
727
Tower Bridge Advisors
Pennsylvania
$1.65M +$60.5K +500 +4%
SBIA
728
Sheaff Brock Investment Advisors
Indiana
$1.65M -$6.05K -50 -0.4%
HSA
729
HBK Sorce Advisory
Pennsylvania
$1.65M +$226K +1,869 +16%
AAS
730
Avantax Advisory Services
Texas
$1.65M -$1.56M -12,869 -49%
ACP
731
Arcus Capital Partners
Georgia
$1.64M – – –
CCFCSB
732
Cape Cod Five Cents Savings Bank
Massachusetts
$1.63M -$16.3K -135 -1%
DAM
733
Doheny Asset Management
California
$1.62M – – –
FSA
734
Franklin Street Advisors
North Carolina
$1.62M +$98.5K +815 +6%
Tudor Investment Corp
735
Tudor Investment Corp
Connecticut
$1.62M -$195K -1,616 -11%
WIS
736
Wright Investors Service
Connecticut
$1.62M -$162K -1,340 -9%
SWM
737
Salvus Wealth Management
New Jersey
$1.62M +$1.62M +13,259 New
IAS
738
Investment Advisory Services
Texas
$1.61M +$121 +1 +0%
PWMAG
739
Pinnacle Wealth Management Advisory Group
New Jersey
$1.61M -$247K -2,040 -13%
RVM
740
Robinson Value Management
Texas
$1.61M +$1.61M +13,296 New
ACP
741
Ashfield Capital Partners
California
$1.6M +$3.02K +25 +0.2%
FA
742
FDx Advisors
Illinois
$1.6M -$109K -900 -6%
Aristotle Capital Management
743
Aristotle Capital Management
California
$1.6M – – –
MCM
744
MKP Capital Management
New York
$1.6M +$1.6M +13,191 New
ASN
745
Advisory Services Network
Georgia
$1.58M -$509K -4,209 -24%
OPCM
746
Osborne Partners Capital Management
California
$1.58M -$228K -1,885 -13%
LBC
747
Lowe Brockenbrough & Co
Virginia
$1.56M +$139K +1,152 +10%
3LCM
748
3D/L Capital Management
Connecticut
$1.56M +$1.56M +13,212 New
BFA
749
Benedict Financial Advisors
Georgia
$1.56M +$22.4K +185 +1%
CM
750
Capula Management
Cayman Islands
$1.53M +$1.53M +12,689 New
28 29
30
31 32