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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 %
WP
1201
WMS Partners
Maryland
$422K -$13.1K -108 -3%
PCM
1202
Prelude Capital Management
New York
$421K +$421K +3,481 New
PL
1203
Plancorp LLC
Missouri
$420K +$139K +1,146 +49%
EFS
1204
Essex Financial Services
Connecticut
$419K -$3.15K -26 -0.7%
AWM
1205
Aries Wealth Management
Maine
$419K – – –
RP
1206
Riverbridge Partners
Minnesota
$417K -$12.1K -100 -3%
HFM
1207
Hartford Financial Management
Connecticut
$417K -$12.1K -100 -3%
TF
1208
Tompkins Financial
New York
$416K +$2.05K +17 +0.5%
BCM
1209
BTR Capital Management
California
$416K +$3.87K +32 +0.9%
GBT
1210
Grove Bank & Trust
Florida
$415K -$14.5K -120 -3%
SAM
1211
SignalPoint Asset Management
Missouri
$415K +$121 +1 +0%
GFS
1212
GYL Financial Synergies
Connecticut
$415K +$121 +1 +0%
DWM
1213
Defined Wealth Management
Oregon
$413K +$413K +3,416 New
CP
1214
Cumberland Partners
Ontario, Canada
$411K +$18.2K +150 +5%
GAM
1215
Gotham Asset Management
New York
$409K -$702K -5,812 -63%
FMN
1216
Financial Management Network
California
$409K +$409K +3,170 New
PIM
1217
Profit Investment Management
Maryland
$408K -$1.05M -8,695 -72%
MCM
1218
Maryland Capital Management
Maryland
$406K -$7.98K -66 -2%
NAMP
1219
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$406K +$24.2K +200 +6%
GWMIA
1220
Global Wealth Management Investment Advisory
Florida
$402K -$14.9K -123 -4%
FFA
1221
First Foundation Advisors
California
$401K +$23.5K +194 +6%
CCA
1222
Cadent Capital Advisors
Oklahoma
$401K +$401K +3,314 New
Rafferty Asset Management
1223
Rafferty Asset Management
New York
$399K -$53.4K -441 -12%
GAM
1224
Garrison Asset Management
Arkansas
$399K -$22.1K -183 -5%
SC
1225
Saybrook Capital
North Carolina
$399K – – –
47 48
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