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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 %
TPCW
776
TD Private Client Wealth
New York
$1.41M -$23.7K -196 -2%
FBC
777
Fairfield, Bush & Co
Connecticut
$1.41M – – –
PH
778
Pinnacle Holdings
Oklahoma
$1.4M -$29.6K -245 -2%
WS
779
Wedbush Securities
California
$1.4M -$116K -958 -8%
LT
780
Lindsell Train
United Kingdom
$1.4M – – –
WSTAM
781
Wilbanks Smith & Thomas Asset Management
Virginia
$1.4M +$6.05K +50 +0.4%
GJIC
782
Gamble Jones Investment Counsel
California
$1.4M – – –
SCP
783
Sandhill Capital Partners
New York
$1.39M -$19.3K -160 -1%
EH
784
Employers Holdings
Nevada
$1.39M -$117K -970 -8%
FWM
785
Frontier Wealth Management
Missouri
$1.39M -$121K -1,000 -8%
NFG
786
Next Financial Group
Texas
$1.38M +$984K +8,132 +246%
GT
787
Greenleaf Trust
Michigan
$1.38M +$62.5K +517 +5%
QI
788
QS Investors
New York
$1.37M -$37.2K -308 -3%
PWP
789
Private Wealth Partners
California
$1.36M -$1.81K -15 -0.1%
FC
790
FORA Capital
Florida
$1.36M +$1.36M +11,217 New
SOAMC
791
Spirit of America Management Corp
New York
$1.35M – – –
CBB
792
Citizens Business Bank
California
$1.35M – – –
BFG
793
Beacon Financial Group
Texas
$1.35M -$21.2K -171 -2%
RIL
794
Rothschild Investment LLC
Illinois
$1.35M -$1.94K -16 -0.1%
JI
795
Jeereddi Investments
California
$1.34M – – –
RCA
796
Resonant Capital Advisors
Wisconsin
$1.34M +$152K +1,255 +13%
B
797
Bailard
California
$1.34M -$124K -1,029 -9%
TNA
798
True North Advisors
Texas
$1.33M -$1.69K -14 -0.1%
GFA
799
Gifford Fong Associates
California
$1.33M – – –
TBNY
800
Trustco Bank (New York)
New York
$1.33M +$109K +900 +9%
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