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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 %
KWM
1051
Kingsview Wealth Management
Oregon
$638K -$101K -839 -14%
NO
1052
Ninety One
South Africa
$636K -$123K -1,028 -16%
MAM
1053
Morse Asset Management
Connecticut
$634K -$254K -2,100 -29%
FHA
1054
Flagship Harbor Advisors
Massachusetts
$634K -$30.6K -253 -5%
PGCM
1055
Prescott Group Capital Management
Oklahoma
$629K – – –
LCM
1056
Leisure Capital Management
California
$628K -$24.8K -205 -4%
DBRC
1057
D.B. Root & Company
Pennsylvania
$627K +$627K +5,193 New
MMG
1058
Monetary Management Group
Missouri
$620K – – –
RT
1059
Rockland Trust
Massachusetts
$619K -$165K -1,361 -21%
OPS
1060
Orion Portfolio Solutions
Nebraska
$619K -$18.4K -152 -3%
SA
1061
Strategic Advisors
New York
$618K -$35.9K -295 -5%
PK
1062
Pflug Koory
Nebraska
$617K -$12.1K -100 -2%
OQS
1063
Occudo Quantitative Strategies
Florida
$611K +$611K +5,052 New
MCM
1064
Manchester Capital Management
Vermont
$610K -$121K -1,000 -17%
RCC
1065
Red Cedar Capital
Nebraska
$610K – – –
WFO
1066
Wealthgate Family Office
Colorado
$610K +$610K +5,043 New
SCA
1067
Sippican Capital Advisors
Massachusetts
$608K -$307K -2,542 -34%
WA
1068
WBH Advisory
Maryland
$606K -$115K -895 -16%
CG
1069
Carmignac Gestion
France
$605K +$454K +3,750 +300%
BS
1070
Boenning & Scattergood
Pennsylvania
$603K – – –
SFA
1071
Sequoia Financial Advisors
Ohio
$603K +$27.6K +228 +5%
CPO
1072
Cerity Partners OCIO
New York
$602K -$726 -6 -0.1%
DI
1073
Diligent Investors
California
$602K +$48.4K +401 +9%
BA
1074
Birinyi Associates
Connecticut
$599K -$35.5K -294 -6%
PFO
1075
Pathstone Family Office
New Jersey
$599K +$45.9K +380 +8%
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