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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 %
MIM
1151
Merrion Investment Management
New Jersey
$471K +$471K +3,891 New
Koshinski Asset Management
1152
Koshinski Asset Management
Illinois
$470K -$1.45K -12 -0.3%
AI
1153
Accredited Investors
Minnesota
$470K +$13.9K +115 +3%
Voloridge Investment Management
1154
Voloridge Investment Management
Florida
$468K -$5.36M -44,335 -92%
ITIM
1155
Indiana Trust & Investment Management
Indiana
$468K -$40.4K -335 -8%
MIM
1156
MTM Investment Management
South Carolina
$468K +$468K +3,874 New
BMC
1157
Benin Management Corp
Connecticut
$466K – – –
OWA
1158
Outlook Wealth Advisors
Texas
$465K -$5.56K -46 -1%
EB
1159
Eastern Bank
Massachusetts
$465K – – –
BAM
1160
Beaumont Asset Management
Texas
$465K +$16.9K +140 +4%
PWPS
1161
Pinnacle Wealth Planning Services
Ohio
$464K -$124K -1,024 -21%
SCM
1162
Stonebridge Capital Management
California
$464K – – –
CBT
1163
CoreFirst Bank & Trust
Kansas
$462K +$462K +3,821 New
WCM
1164
Weik Capital Management
Pennsylvania
$461K -$21.2K -175 -4%
IA
1165
IFP Advisors
Florida
$460K +$12.8K +106 +3%
WMC
1166
Westwood Management Corporation
Illinois
$459K – – –
BIM
1167
Barton Investment Management
Pennsylvania
$458K -$10.3K -85 -2%
OC
1168
Oakworth Capital
Alabama
$457K – – –
LA
1169
LVW Advisors
New York
$454K +$99.8K +825 +28%
TI
1170
Tidal Investments
Wisconsin
$454K +$454K +3,754 New
SWA
1171
Sutton Wealth Advisors
Florida
$451K +$3.14K +26 +0.7%
TLP
1172
Trinity Legacy Partners
Texas
$451K -$60.4K -500 -12%
ZCA
1173
Zeke Capital Advisors
Pennsylvania
$449K +$449K +3,716 New
ME
1174
McIlrath & Eck
Washington
$448K -$19.3K -160 -4%
KA
1175
Kovack Advisors
Florida
$447K -$19.1K -158 -4%
45 46
47
48 49