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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 %
KHLMVGHM
751
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.53M +$62.4K +516 +4%
AT
752
Arden Trust
Delaware
$1.52M -$511K -4,230 -25%
ACP
753
Aviance Capital Partners
Florida
$1.52M +$121 +1 +0%
PCA
754
Personal Capital Advisors
California
$1.51M +$146K +1,208 +11%
EI
755
Ethic Inc
New York
$1.51M +$273K +2,256 +22%
MIA
756
MainStreet Investment Advisors
Illinois
$1.51M -$87.1K -720 -5%
VI
757
Vestcor Inc
New Brunswick, Canada
$1.5M -$132K -1,095 -8%
MMPW
758
Mitchell McLeod Pugh & Williams
Alabama
$1.5M – – –
FLPIM
759
F.L. Putnam Investment Management
Massachusetts
$1.49M -$3.14K -26 -0.2%
GG
760
Greenwood Gearhart
Arkansas
$1.49M -$94.6K -782 -6%
HPCM
761
High Pointe Capital Management
Illinois
$1.48M +$336K +2,778 +29%
CW
762
CreativeOne Wealth
Kansas
$1.48M +$321K +2,656 +28%
ABC
763
Associated Banc-Corp
Wisconsin
$1.48M -$36.4K -301 -2%
CBT
764
Central Bank & Trust
Kentucky
$1.47M -$1.23M -10,136 -45%
VFA
765
Valeo Financial Advisors
Indiana
$1.47M -$170K -1,405 -10%
BO
766
BRR OpCo
Ohio
$1.46M -$22.7K -188 -2%
GHAM
767
Gilman Hill Asset Management
Connecticut
$1.46M +$102K +845 +8%
AIM
768
Aigen Investment Management
New York
$1.46M +$1.46M +12,069 New
BSA
769
Bull Street Advisors
Georgia
$1.44M – – –
PA
770
Profund Advisors
Maryland
$1.44M -$147K -1,214 -9%
FIM
771
Fruth Investment Management
Texas
$1.44M -$36.3K -300 -2%
SSWM
772
Smith Salley Wealth Management
North Carolina
$1.43M +$847 +7 +0.1%
SPC
773
Sigma Planning Corp
Michigan
$1.42M -$98.9K -818 -7%
WKWM
774
Walter & Keenan Wealth Management
Indiana
$1.42M – – –
KIA
775
KCM Investment Advisors
California
$1.41M -$178K -1,468 -11%
29 30
31
32 33