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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 %
DPIM
926
Duff & Phelps Investment Management
Illinois
$933K – – –
TCOT
927
Trust Company of Toledo
Ohio
$931K -$60.5K -500 -6%
S
928
Seeyond
France
$925K -$100K -829 -10%
MFG
929
Monte Financial Group
Connecticut
$917K -$102K -845 -10%
MAA
930
Mraz Amerine & Associates
California
$907K +$24.5K +203 +3%
Verition Fund Management
931
Verition Fund Management
Connecticut
$907K +$282K +2,330 +45%
CBA
932
Coastal Bridge Advisors
Connecticut
$903K +$13.8K +114 +2%
SWA
933
SOA Wealth Advisors
New York
$902K +$902K +7,040 New
PT
934
Plimoth Trust
Massachusetts
$897K -$97.9K -810 -10%
FPCP
935
Fort Point Capital Partners
California
$896K – – –
PFBT
936
Parkside Financial Bank & Trust
Missouri
$895K +$107K +889 +14%
DW
937
Domani Wealth
Pennsylvania
$890K +$15.7K +130 +2%
YIA
938
YHB Investment Advisors
Connecticut
$885K -$3.63K -30 -0.4%
CAG
939
Crestwood Advisors Group
Massachusetts
$882K +$116K +962 +15%
GRP
940
Global Retirement Partners
California
$879K +$23.9K +198 +3%
CCA
941
Checchi Capital Advisers
California
$877K -$83.1K -687 -9%
HCMNY
942
Howard Capital Management (New York)
New York
$877K +$367K +3,036 +72%
CMANY
943
Capital Management Associates (New York)
New York
$874K +$196K +1,618 +29%
YIH
944
Y-Intercept (HK)
Hong Kong
$874K +$874K +7,322 New
VCAM
945
Van Cleef Asset Management
Ohio
$872K +$872K +7,212 New
STC
946
Sarah T. Connolly
$871K +$871K +7,200 New
JIC
947
Joel Isaacson & Co
New York
$870K – – –
IA
948
Insight Advisors
Pennsylvania
$868K +$868K +7,175 New
FCI
949
Financial Counselors Inc
Kansas
$864K +$4.47K +37 +0.5%
CWP
950
Capital Wealth Planning
Florida
$862K -$77.7K -616 -8%
36 37
38
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