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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 %
RA
1001
RFG Advisory
Alabama
$733K -$32.2K -264 -4%
SWRP
1002
Summit Wealth & Retirement Planning
California
$732K -$15.7K -130 -2%
TC
1003
Telemus Capital
Michigan
$731K -$43.1K -356 -6%
HCM
1004
Howard Capital Management
Georgia
$731K +$731K +5,882 New
SBL
1005
Sargent Bickham Lagudis
Colorado
$729K – – –
VRM
1006
Vectors Research Management
New York
$729K +$74.1K +613 +11%
HC
1007
HNP Capital
New York
$729K +$74.1K +613 +11%
SKK
1008
Shepherd Kaplan Krochuk
Massachusetts
$725K -$218K -1,800 -23%
WC
1009
Weil Company
California
$725K -$8.46K -70 -1%
HS
1010
Haafor (Singapore)
Singapore
$721K +$721K +5,964 New
OFS
1011
Oldfather Financial Services
Nebraska
$719K -$15.7K -124 -2%
CS
1012
Cannell & Spears
New York
$717K +$2.06K +17 +0.3%
RMC
1013
Resources Management Corp
Connecticut
$716K -$12.1K -100 -2%
SCI
1014
S&CO Inc
Massachusetts
$713K – – –
TH
1015
TCTC Holdings
Texas
$711K – – –
CIA
1016
Capital Investment Advisors
Georgia
$710K -$14.9K -123 -2%
DTL
1017
Dynamic Technology Lab
Singapore
$710K +$710K +5,869 New
PWP
1018
Principle Wealth Partners
Connecticut
$707K +$197K +1,627 +39%
DWM
1019
Doyle Wealth Management
Florida
$703K +$2.78K +23 +0.4%
GPFA
1020
Game Plan Financial Advisors
Ohio
$703K +$703K +5,815 New
CA
1021
Commerzbank Aktiengesellschaft
Germany
$701K – – –
VPIM
1022
Vanguard Personalized Indexing Management
California
$700K +$117K +966 +20%
LTI
1023
Laffer Tengler Investments
Tennessee
$699K +$154K +1,286 +28%
DBT
1024
Dubuque Bank & Trust
Iowa
$698K -$4.59M -38,031 -87%
CGL
1025
Clarius Group LLC
Washington
$698K +$30K +248 +4%
39 40
41
42 43