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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 %
IMRF
851
Illinois Municipal Retirement Fund
Illinois
$1.15M +$556K +4,595 +93%
CT
852
Coastline Trust
Rhode Island
$1.15M +$14.5K +120 +1%
BCM
853
Boltwood Capital Management
California
$1.15M -$6.04K -50 -0.5%
GIA
854
Gateway Investment Advisers
Ohio
$1.15M -$70.8K -586 -6%
FNBT
855
FineMark National Bank & Trust
Florida
$1.15M -$198K -1,640 -15%
CI
856
Conning Inc
Connecticut
$1.14M -$64.1K -530 -5%
OSAM
857
O'Shaughnessy Asset Management
Connecticut
$1.14M +$125K +1,031 +12%
CPSC
858
Carl P. Sherr & Co
Massachusetts
$1.14M +$726 +6 +0.1%
SC
859
Scotia Capital
Ontario, Canada
$1.13M +$113K +933 +11%
TSS
860
Two Sigma Securities
New York
$1.13M +$522K +4,318 +86%
BAS
861
Brown Advisory Securities
Maryland
$1.13M -$143K -1,180 -11%
GWM
862
Geneos Wealth Management
Colorado
$1.12M -$1.88M -14,206 -63%
RCAG
863
Rehmann Capital Advisory Group
Michigan
$1.12M -$73.2K -605 -6%
MHIC
864
Marble Harbor Investment Counsel
Massachusetts
$1.12M +$3.02K +25 +0.3%
CB
865
Community Bank
New York
$1.12M +$31.2K +258 +3%
RE
866
RBC Europe
United Kingdom
$1.11M +$58.5K +484 +6%
CCP
867
Corient Capital Partners
California
$1.11M +$60.2K +498 +6%
SC
868
Savant Capital
Illinois
$1.1M -$218K -1,804 -17%
VFA
869
Voya Financial Advisors
Connecticut
$1.1M +$7.89K +66 +0.7%
JWCA
870
J.W. Cole Advisors
Florida
$1.09M -$462K -3,821 -30%
LFRG
871
Lazard Frères Gestion
France
$1.09M +$1.09M +9,085 New
MA
872
Mutual Advisors
Nebraska
$1.09M +$187K +1,542 +21%
OIS
873
Okabena Investment Services
Minnesota
$1.08M -$212K -1,751 -16%
ARMT
874
Amica Retiree Medical Trust
Rhode Island
$1.08M – – –
NAM
875
NTV Asset Management
West Virginia
$1.08M – – –
33 34
35
36 37