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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 %
GW
1076
GW & Wade
Massachusetts
$598K +$191K +1,578 +47%
FPCG
1077
Fort Pitt Capital Group
Pennsylvania
$596K -$187K -1,550 -24%
S
1078
SignatureFD
Georgia
$595K +$28.2K +233 +5%
LW
1079
Linscomb Wealth
Texas
$591K -$18.8K -155 -3%
ST
1080
Spinnaker Trust
Maine
$590K – – –
FNBOSM
1081
First National Bank of South Miami
Florida
$589K -$49.5K -410 -8%
AFC
1082
AFT Forsyth & Company
Florida
$587K -$8.47K -70 -1%
FCCM
1083
First City Capital Management
Georgia
$586K -$493K -3,839 -46%
YWP
1084
YorkBridge Wealth Partners
New York
$585K -$72K -595 -11%
MAM
1085
Madison Asset Management
Wisconsin
$585K +$585K +4,839 New
EAM
1086
Evanson Asset Management
California
$584K +$121 +1 +0%
PTC
1087
Philadelphia Trust Company
Pennsylvania
$582K -$73.6K -609 -11%
TWA
1088
TCI Wealth Advisors
Arizona
$582K +$48.7K +403 +9%
AF
1089
Advisornet Financial
Minnesota
$579K -$95.8K -792 -14%
BFC
1090
Bedel Financial Consulting
Indiana
$578K +$1.09K +9 +0.2%
SVWAG
1091
Sound View Wealth Advisors Group
Georgia
$573K -$309K -2,556 -35%
AL
1092
Aspiriant LLC
California
$573K +$12K +99 +2%
TCM
1093
Tufton Capital Management
Maryland
$572K -$41.4K -343 -7%
SIA
1094
SkyView Investment Advisors
New Jersey
$572K +$572K +4,731 New
RMCM
1095
Reynders McVeigh Capital Management
Massachusetts
$570K -$25K -207 -4%
PCS
1096
Personal CFO Solutions
New Jersey
$569K +$154K +1,274 +37%
LIM
1097
Leavell Investment Management
Alabama
$566K -$2.66K -22 -0.5%
DA
1098
Doliver Advisors
Texas
$565K -$38.1K -315 -6%
SIG
1099
Sargent Investment Group
Maryland
$563K +$50.6K +419 +10%
SC
1100
Schulhoff & Co
Ohio
$562K – – –
42 43
44
45 46