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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 %
PC
1026
Pecaut & Co
Iowa
$697K -$302K -2,500 -30%
PVWM
1027
Point View Wealth Management
New Jersey
$692K -$40.1K -332 -5%
Federated Hermes
1028
Federated Hermes
Pennsylvania
$691K -$78K -645 -10%
SS
1029
Simplicity Solutions
Minnesota
$690K -$236K -1,952 -25%
MIM
1030
Meridiem Investment Management
United Kingdom
$688K +$688K +5,690 New
BFM
1031
Boston Financial Management
Massachusetts
$687K -$259K -2,145 -27%
FWCM
1032
Ferguson Wellman Capital Management
Oregon
$686K -$60.5K -500 -8%
IWC
1033
Integrated Wealth Concepts
Massachusetts
$686K -$10.4K -86 -1%
BMA
1034
Brooks Moore & Associates
Tennessee
$685K -$133K -1,100 -16%
KWA
1035
KCS Wealth Advisory
California
$685K +$33.4K +276 +5%
B
1036
Barings
North Carolina
$682K -$1.86M -15,338 -73%
CSPIA
1037
Cary Street Partners Investment Advisory
Virginia
$679K -$957K -7,921 -58%
SCM
1038
Shelton Capital Management
Colorado
$678K -$8.58M -70,991 -93%
GC
1039
Garde Capital
Washington
$674K – – –
SBH
1040
Segall Bryant & Hamill
Illinois
$670K -$12.1K -100 -2%
MFG
1041
Magnus Financial Group
New York
$664K +$8.11K +67 +1%
SW
1042
SteelPeak Wealth
California
$664K +$204K +1,691 +44%
AIM
1043
Alhambra Investment Management
Florida
$662K – – –
BHIA
1044
Birch Hill Investment Advisors
Massachusetts
$659K -$181K -1,500 -22%
LFAS
1045
Level Four Advisory Services
Texas
$656K -$96.2K -796 -13%
Jennison Associates
1046
Jennison Associates
New York
$656K -$17.9K -148 -3%
BP
1047
Ballentine Partners
Massachusetts
$655K -$133K -1,104 -17%
CCIA
1048
Campbell & Co Investment Adviser
Maryland
$655K +$655K +5,414 New
BIA
1049
Bigelow Investment Advisors
Maine
$644K +$6.41K +53 +1%
MFW
1050
Meristem Family Wealth
Minnesota
$639K – – –
40 41
42
43 44