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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 %
SLF
1126
Sun Life Financial
Ontario, Canada
$514K -$37.1K -307 -7%
LWM
1127
Lyell Wealth Management
California
$512K +$3.63K +30 +0.7%
ONB
1128
Old National Bancorp
Indiana
$511K -$15.3K -127 -3%
AB
1129
Atlas Brown
Kentucky
$511K – – –
PAS
1130
Park Avenue Securities
New York
$509K -$62.9K -521 -11%
HBT
1131
Hills Bank & Trust
Iowa
$500K +$13.3K +110 +3%
LP
1132
LGL Partners
Pennsylvania
$499K +$363 +3 +0.1%
FMBTD
1133
First Midwest Bank Trust Division
Illinois
$497K -$9.55K -79 -2%
AF
1134
Arrow Financial
New York
$495K -$8.45K -70 -2%
MGIA
1135
Moneta Group Investment Advisors
Missouri
$494K +$18.9K +156 +4%
HSA
1136
Hussman Strategic Advisors
Maryland
$493K -$1.98M -16,420 -80%
4WM
1137
44 Wealth Management
Oregon
$493K +$493K +4,076 New
PGAM
1138
Princeton Global Asset Management
New Jersey
$492K – – –
WAS
1139
Wealth Advisory Solutions
Indiana
$491K +$193K +1,598 +65%
V
1140
VeraBank
Texas
$489K -$30.2K -250 -6%
MWM
1141
Mission Wealth Management
California
$488K +$30.8K +255 +7%
PHS
1142
Pekin Hardy Strauss
Illinois
$485K – – –
EAM
1143
Erste Asset Management
Austria
$484K -$266K -2,255 -35%
FMLI
1144
Fukoku Mutual Life Insurance
Japan
$484K – – –
SCP
1145
Silverleafe Capital Partners
Tennessee
$484K – – –
TAIM
1146
Te Ahumairangi Investment Management
New Zealand
$483K -$799K -6,600 -62%
MOS
1147
MGO One Seven
Ohio
$480K -$239K -1,979 -33%
GA
1148
GoalVest Advisory
New York
$477K +$477K +3,944 New
TMAM
1149
Tokio Marine Asset Management
Japan
$476K +$24.4K +202 +5%
BIM
1150
Baldwin Investment Management
Pennsylvania
$476K +$129K +1,070 +37%
44 45
46
47 48