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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 %
SAM
1101
Socorro Asset Management
Texas
$562K +$562K +4,648 New
NICM
1102
Neo Ivy Capital Management
New York
$556K -$62.4K -516 -10%
ECM
1103
Estabrook Capital Management
New York
$553K – – –
SAM
1104
S.A. Mason
Michigan
$549K -$30.2K -250 -5%
LNB
1105
Ledyard National Bank
$549K -$15.9K -131 -3%
GSWM
1106
Golden State Wealth Management
California
$549K +$64.4K +533 +13%
VWA
1107
V Wealth Advisors
Kansas
$549K +$295K +2,435 +116%
BHWM
1108
Bar Harbor Wealth Management
New Hampshire
$546K -$14.3K -118 -3%
ICP
1109
Interchange Capital Partners
Pennsylvania
$546K +$546K +4,518 New
BMC
1110
Beaton Management Company
Massachusetts
$539K -$350K -2,897 -39%
AFG
1111
Allegheny Financial Group
Pennsylvania
$538K +$538K +4,451 New
CWS
1112
Cypress Wealth Services
California
$534K +$534K +4,421 New
ED
1113
Exane Derivatives
France
$534K -$8.46K -70 -2%
PFS
1114
Prospera Financial Services
Texas
$533K +$55.1K +456 +12%
GWS
1115
Glassman Wealth Services
Virginia
$531K -$68.6K -567 -11%
Carson Wealth (CWM LLC)
1116
Carson Wealth (CWM LLC)
Nebraska
$531K – – –
PTP
1117
Platform Technology Partners
New York
$529K -$56.3K -465 -10%
AIM
1118
Acropolis Investment Management
Missouri
$528K -$53.8K -445 -9%
H
1119
HoyleCohen
California
$527K +$527K +4,359 New
BDFN
1120
Bond & Devick Financial Network
Minnesota
$526K +$526K +4,349 New
TAM
1121
Trust Asset Management
Texas
$525K +$116K +958 +28%
IA
1122
IFG Advisors
Missouri
$524K +$2.42K +20 +0.5%
EH
1123
Equitable Holdings
New York
$521K -$57.2K -473 -10%
KFS
1124
Kurt F. Somerville
$520K – – –
CIC
1125
Carnegie Investment Counsel
Ohio
$514K -$109K -900 -17%
43 44
45
46 47