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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 %
PP
901
Patten & Patten
Tennessee
$1M – – –
EM
902
Excalibur Management
Massachusetts
$999K -$129K -1,065 -11%
VST
903
Van Strum & Towne
California
$990K +$736K +6,090 +290%
PIM
904
Penobscot Investment Management
Massachusetts
$987K -$24.2K -200 -2%
QI
905
Qtron Investments
Massachusetts
$985K – – –
WSC
906
Wellington Shields & Co
New York
$982K -$60.4K -500 -6%
OFS
907
Orrstown Financial Services
Pennsylvania
$981K -$101K -839 -9%
TIM
908
Triad Investment Management
California
$981K – – –
TFCM
909
Taylor Frigon Capital Management
Arizona
$973K -$6.65K -55 -0.7%
CAG
910
Csenge Advisory Group
Florida
$965K +$68.2K +564 +8%
FI
911
FormulaFolio Investments
Michigan
$964K -$31.2K -258 -3%
SM
912
Sciencast Management
New Jersey
$961K +$254K +2,045 +36%
QCG
913
Quadrant Capital Group
Ohio
$961K +$360K +2,975 +60%
PA
914
Parallel Advisors
California
$960K -$41.7K -345 -4%
NB
915
NBT Bank
New York
$959K -$16.9K -140 -2%
FB
916
Fulton Bank
Pennsylvania
$958K -$60.9K -504 -6%
BPA
917
Beacon Pointe Advisors
California
$952K +$250K +2,068 +36%
IAMOG
918
Investors Asset Management of Georgia
Georgia
$951K -$1.21K -10 -0.1%
Walleye Trading
919
Walleye Trading
New York
$951K +$951K +7,865 New
MSAM
920
Moloney Securities Asset Management
Missouri
$948K +$2.3K +19 +0.2%
IHL
921
Investment House LLC
California
$940K +$21.2K +175 +2%
CCT
922
Chemung Canal Trust
New York
$936K -$1.06M -8,811 -53%
AA
923
Argent Advisors
Louisiana
$936K -$34.5K -285 -4%
BIC
924
Beach Investment Counsel
Pennsylvania
$935K – – –
BCI
925
Brinker Capital Investments
Pennsylvania
$933K -$59.6K -493 -6%
35 36
37
38 39