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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 %
RC
976
RegentAtlantic Capital
New Jersey
$784K +$214K +1,767 +37%
AWA
977
Arete Wealth Advisors
Illinois
$779K -$97.2K -806 -11%
WWM
978
Western Wealth Management
Colorado
$776K +$56.7K +469 +8%
KWM
979
Keebeck Wealth Management
Illinois
$776K +$357K +2,958 +85%
WA
980
WealthTrust Axiom
Pennsylvania
$775K – – –
SB
981
Sunflower Bank
Texas
$769K +$296K +2,445 +62%
GC
982
GFG Capital
Florida
$768K +$7.26K +60 +1%
WA
983
Wealth Alliance
New York
$765K -$102K -847 -12%
GC
984
Grimes & Company
Massachusetts
$764K +$121 +1 +0%
PTC
985
Private Trust Company
Ohio
$760K -$26.6K -220 -3%
AMC
986
Asset Management Corp
Illinois
$758K -$124K -1,013 -14%
NIM
987
NuWave Investment Management
New Jersey
$758K +$758K +6,266 +156,650%
CCM
988
Compton Capital Management
Rhode Island
$756K – – –
CC
989
Constitution Capital
Connecticut
$756K +$756K +6,250 New
MAM
990
Meeder Asset Management
Ohio
$755K -$3.88M -32,117 -84%
PGWM
991
Parisi Gray Wealth Management
New Jersey
$750K -$6.04K -50 -0.8%
BRWM
992
B. Riley Wealth Management
Tennessee
$750K +$84K +695 +13%
UR
993
USCA RIA
Texas
$748K +$160K +1,320 +27%
APW
994
Aurora Private Wealth
New Jersey
$744K -$62.9K -520 -8%
LWANC
995
Laurel Wealth Advisors (North Carolina)
North Carolina
$742K -$3.75K -31 -0.5%
COF
996
Capital One Financial
Virginia
$741K -$248K -2,050 -25%
TW
997
Transform Wealth
Colorado
$737K -$85K -703 -10%
HH
998
Hilltop Holdings
Texas
$736K +$142K +1,174 +24%
LRPA
999
L. Roy Papp & Associates
Arizona
$735K +$15.4K +127 +2%
BAM
1000
Boyar Asset Management
New York
$734K – – –
38 39
40
41 42