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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 %
PCG
1176
Private Capital Group
Connecticut
$446K -$37.2K -308 -8%
JWBC
1177
John W. Bristol & Co
New York
$444K – – –
CLOS
1178
Compagnie Lombard Odier SCmA
Switzerland
$444K +$317K +2,620 +250%
HCM
1179
Hall Capital Management
Rhode Island
$443K -$518K -4,280 -54%
LWAC
1180
Laurel Wealth Advisors (California)
California
$442K -$29.5K -244 -6%
RM
1181
Resource Management
Louisiana
$442K +$242 +2 +0.1%
IIM
1182
Ipswich Investment Management
Massachusetts
$441K -$229K -1,890 -34%
KPW
1183
Kore Private Wealth
New York
$441K +$441K +3,646 New
LJAC
1184
L.J. Altfest & Co
New York
$438K +$242 +2 +0.1%
HPC
1185
Hobart Private Capital
North Carolina
$438K -$264K -2,182 -38%
IWM
1186
IHT Wealth Management
Illinois
$436K -$26.6K -220 -6%
CPA
1187
Capital Planning Advisors
California
$435K -$320K -2,647 -42%
LA
1188
Legacy Advisors
Pennsylvania
$435K – – –
BG
1189
Bellevue Group
Switzerland
$435K – – –
IC
1190
Intersect Capital
California
$435K +$3.63K +30 +0.8%
SFS
1191
Sowell Financial Services
Arkansas
$434K -$135K -1,119 -24%
AIM
1192
Aspen Investment Management
Michigan
$434K -$12.1K -100 -3%
CSPAM
1193
Cary Street Partners Asset Management
Virginia
$432K +$432K +54,532 New
HAIM
1194
Hunter Associates Investment Management
Pennsylvania
$431K +$75.1K +621 +21%
BJL
1195
Brighton Jones LLC
Washington
$429K +$968 +8 +0.2%
SF
1196
Symphony Financial
Texas
$427K -$364K -3,079 -46%
CH
1197
Canton Hathaway
Rhode Island
$427K +$27.8K +230 +7%
Man Group
1198
Man Group
United Kingdom
$426K -$22.5M -186,398 -98%
SIC
1199
Sigma Investment Counselors
Michigan
$426K +$60.9K +504 +17%
SBSB
1200
Sullivan, Bruyette, Speros & Blaney
Virginia
$425K -$41.7K -345 -9%
46 47
48
49 50