AXP icon

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 %
LWCFA
826
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.23M +$54.4K +450 +5%
MSRPS
827
Maryland State Retirement & Pension System
Maryland
$1.23M +$1.23M +10,600 New
CDH
828
Charles D. Hyman
$1.23M -$336K -2,780 -21%
IWA
829
Intercontinental Wealth Advisors
Texas
$1.23M -$322K -2,666 -21%
RG
830
Rathbones Group
United Kingdom
$1.22M – – –
LS
831
Livforsakringsbolaget Skandia
Sweden
$1.21M +$363K +3,000 +43%
HT
832
HAP Trading
New York
$1.21M +$1.21M +10,024 New
ASC
833
Atalanta Sosnoff Capital
New York
$1.21M +$300K +2,479 +33%
AW
834
ACG Wealth
Georgia
$1.21M -$178K -1,470 -13%
KC
835
Knuff & Co
California
$1.19M +$4.23K +35 +0.4%
SB
836
Simmons Bank
Arkansas
$1.19M -$17.8K -147 -1%
AIP
837
Ameritas Investment Partners
Nebraska
$1.19M -$59K -488 -5%
CA
838
Cetera Advisors
Colorado
$1.18M -$27.9K -231 -2%
ANRIA
839
American National Registered Investment Advisor
Texas
$1.18M – – –
NHC
840
Nicholas Hoffman & Company
Georgia
$1.18M -$53.2K -440 -4%
ST
841
Smithfield Trust
Pennsylvania
$1.17M -$69.4K -574 -6%
KS
842
Karpas Strategies
Connecticut
$1.17M – – –
Select Equity Group
843
Select Equity Group
New York
$1.17M +$1.17M +9,671 New
FTDI
844
First Trust Direct Indexing
Massachusetts
$1.17M +$1.17M +9,647 New
AWC
845
Abundance Wealth Counselors
Pennsylvania
$1.16M -$11.5K -95 -1%
WSFS
846
Wilmington Savings Fund Society
Delaware
$1.16M +$5.93K +49 +0.5%
VIA
847
Vident Investment Advisory
Georgia
$1.16M +$292K +2,413 +34%
TFS
848
TrustCore Financial Services
Tennessee
$1.16M +$23.8K +197 +2%
E
849
Ergoteles
New York
$1.15M -$3.32M -27,458 -74%
EWM
850
Evermay Wealth Management
Virginia
$1.15M -$156K -1,292 -12%
32 33
34
35 36