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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 %
RWP
801
RWA Wealth Partners
Massachusetts
$1.32M +$33K +273 +3%
IFWM
802
Institute for Wealth Management
Colorado
$1.32M -$28.8K -238 -2%
MWM
803
Madison Wealth Management
Ohio
$1.32M -$11.4K -94 -0.9%
CRC
804
Curi RMB Capital
Illinois
$1.31M +$293K +2,423 +29%
Assenagon Asset Management
805
Assenagon Asset Management
Luxembourg
$1.3M +$181K +1,493 +16%
RIA
806
Realta Investment Advisors
Delaware
$1.29M +$13.4K +111 +1%
CC
807
Centiva Capital
New York
$1.28M +$552K +4,565 +76%
SWIG
808
Strategic Wealth Investment Group
Kentucky
$1.28M +$122K +1,011 +11%
MCM
809
McMillion Capital Management
North Carolina
$1.27M +$1.21K +10 +0.1%
HIC
810
Hartline Investment Corp
Illinois
$1.27M +$8.35K +69 +0.7%
FWA
811
FOCUS Wealth Advisors
Texas
$1.27M +$1.27M +10,463 New
MC
812
Moors & Cabot
Massachusetts
$1.26M -$104K -862 -8%
LC
813
Lincoln Capital
Nebraska
$1.26M -$7.49K -62 -0.6%
BAM
814
Berkshire Asset Management
Pennsylvania
$1.26M +$71.1K +588 +6%
SJIM
815
St. Johns Investment Management
Florida
$1.26M -$123K -1,020 -9%
WC
816
Woodstock Corp
Massachusetts
$1.26M +$247K +2,045 +24%
IPW
817
Inlet Private Wealth
Florida
$1.26M – – –
NL
818
NVWM LLC
Pennsylvania
$1.25M +$753K +6,222 +152%
CC
819
Chicago Capital
Illinois
$1.25M -$60.5K -500 -5%
APA
820
American Portfolios Advisors
New York
$1.24M -$30.7K -254 -2%
SWMG
821
Signature Wealth Management Group
Georgia
$1.24M +$118K +980 +11%
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$1.24M -$81.3K -672 -6%
MME
823
Meag Munich Ergo
Germany
$1.24M +$108K +905 +10%
BWM
824
Buckley Wealth Management
Nevada
$1.24M -$61K -505 -5%
ISL
825
Ingalls & Snyder LLC
New York
$1.24M +$1.24M +10,214 New
31 32
33
34 35