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 %
VVP
876
Venture Visionary Partners
Ohio
$1.07M +$714K +5,909 +201%
P
877
Pitcairn
Pennsylvania
$1.06M -$16.2K -134 -1%
PAM
878
Palisade Asset Management
Minnesota
$1.06M +$43.9K +363 +4%
CFFP
879
Center for Financial Planning
Michigan
$1.06M – – –
JWCA
880
J.W. Coons Advisors
Ohio
$1.05M -$29.3K -243 -3%
AC
881
Allstate Corporation
Illinois
$1.05M +$124K +1,025 +13%
Cerity Partners
882
Cerity Partners
New York
$1.05M -$203K -1,679 -16%
TIM
883
Thompson Investment Management
Wisconsin
$1.05M – – –
CG
884
Caprock Group
Idaho
$1.05M -$74.1K -613 -7%
WANY
885
Wealthspire Advisors (New York)
New York
$1.05M +$437K +3,616 +72%
RMAM
886
Raab & Moskowitz Asset Management
New Jersey
$1.05M -$14.1K -117 -1%
AAM
887
Auxier Asset Management
Oregon
$1.04M -$12.1K -100 -1%
BAAM
888
Baker Avenue Asset Management
California
$1.04M +$604 +5 +0.1%
BFA
889
Beaumont Financial Advisors
Massachusetts
$1.03M -$47.7K -395 -4%
MAFM
890
Mid Atlantic Financial Management
Pennsylvania
$1.02M +$249K +2,063 +32%
EHC
891
Everett Harris & Co
California
$1.02M +$20.1K +166 +2%
AIM
892
Anchor Investment Management
South Carolina
$1.02M -$12.7K -105 -1%
TWI
893
Thomas White International
Illinois
$1.02M +$3.51K +29 +0.3%
DI
894
DFPG Investments
Utah
$1.02M +$4.75K +39 +0.5%
OL
895
Optas LLC
Texas
$1.02M -$50.5K -418 -5%
BHBT
896
Burke & Herbert Bank & Trust
Virginia
$1.01M -$47.9K -396 -5%
SHWM
897
Silicon Hills Wealth Management
Texas
$1.01M – – –
BOH
898
Bank of Hawaii
Hawaii
$1.01M -$28.5K -236 -3%
ANB
899
Amarillo National Bank
Texas
$1.01M – – –
HIIFS
900
Harel Insurance Investments & Financial Services
Israel
$1M -$157K -426 -14%
34 35
36
37 38