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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 %
BCM
951
Becker Capital Management
Oregon
$858K -$21.2K -175 -2%
CIS
952
Capital International Sarl
California
$858K -$16.3K -135 -2%
WP
953
Waycross Partners
Kentucky
$858K +$858K +7,100 New
ECM
954
Evergreen Capital Management
Washington
$857K +$12.9K +107 +2%
LCS
955
Levin Capital Strategies
New York
$854K – – –
KW
956
KWB Wealth
California
$852K +$852K +7,044 New
RIM
957
Regent Investment Management
Kentucky
$848K -$12.1K -100 -1%
ML
958
McAdam LLC
Pennsylvania
$844K – – –
OIA
959
OneDigital Investment Advisors
Kansas
$842K +$14.8K +122 +2%
CIA
960
Citadel Investment Advisory
Ohio
$839K +$839K +6,938 New
I
961
INVST
Indiana
$832K +$265K +2,189 +47%
MIH
962
Meitav Investment House
Israel
$832K +$586K +4,875 +238%
WIC
963
Whitegate Investment Counselors
New Hampshire
$829K -$72.5K -600 -8%
SP
964
Symmetry Partners
Connecticut
$826K +$73.6K +609 +10%
DA
965
Duality Advisers
Florida
$825K +$133K +1,101 +19%
APWA
966
Atlas Private Wealth Advisors
New Jersey
$822K +$758K +6,266 +1,178%
SRC
967
Sage Rhino Capital
California
$821K -$46.9K -388 -5%
LDB
968
Lee, Danner & Bass
Tennessee
$821K – – –
EF
969
Empirical Finance
Pennsylvania
$820K +$138K +1,144 +20%
BAM
970
Belpointe Asset Management
Nevada
$816K +$32.9K +272 +4%
TA
971
Tiedemann Advisors
New York
$809K -$210K -1,735 -21%
LWAM
972
Legacy Wealth Asset Management
Minnesota
$798K +$798K +6,597 New
LSAG
973
Lake Street Advisors Group
New Hampshire
$794K -$46.9K -388 -6%
TCPWM
974
Traverso Chambers Private Wealth Management
California
$788K -$4.35K -36 -0.5%
BB
975
Berkshire Bank
Massachusetts
$785K -$32.4K -268 -4%
37 38
39
40 41