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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.

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
1
Wellington Management Group
Massachusetts
$4.93B
2
Invesco
2
Invesco
Georgia
$740M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$192M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.53B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$232M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$632M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$158M
3
Dodge & Cox
3
Dodge & Cox
California
$1.73B
4
LP
4
Longview Partners
Guernsey
$980M
5
UBS AM
5
UBS AM
Illinois
$397M
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$94.1M 778,557 +10,512 +1%
Canada Life
102
Canada Life
Manitoba, Canada
$92M 762,252 +54,182 +8%
First Manhattan
103
First Manhattan
New York
$91.7M 758,506 -63,347 -8%
KP
104
Kiltearn Partners
United Kingdom
$84M 694,330 -32,100 -4%
ATN
105
AMF Tjänstepension
Sweden
$79.2M 654,985 +199,499 +44%
TAM
106
Timucuan Asset Management
Florida
$78.8M 651,455 +8,164 +1%
WIM
107
Waverton Investment Management
United Kingdom
$78.1M 645,646 -1,698 -0.3%
Retirement Systems of Alabama
108
Retirement Systems of Alabama
Alabama
$77.9M 644,206 -851 -0.1%
FI
109
Focused Investors
California
$77.3M 639,600 -400 -0.1%
HP
110
Hosking Partners
United Kingdom
$76.6M 633,263 -21,547 -3%
SO
111
STRS Ohio
Ohio
$76M 628,605 -12,940 -2%
CI Investments Inc
112
CI Investments Inc
Ontario, Canada
$75.7M 626,265 -77,896 -11%
DLA
113
Douglas Lane & Associates
New York
$75.5M 624,732 +25,883 +4%
Fayez Sarofim & Co
114
Fayez Sarofim & Co
Texas
$73.9M 611,030 -58,191 -9%
MSV
115
MN Services Vermogensbeheer
Netherlands
$73.1M 604,512 +9,000 +2%
CIC
116
Crawford Investment Counsel
Georgia
$72.1M 596,542 -18,889 -3%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$71.1M 588,006 -257,227 -30%
EIC
118
Equity Investment Corp
Georgia
$68.6M 567,405 -38,479 -6%
JIC
119
Johnson Investment Counsel
Ohio
$66.1M 546,395 -7,850 -1%
AG
120
Aperio Group
California
$65.3M 540,403 +14,705 +3%
Luther King Capital Management (LKCM)
121
Luther King Capital Management (LKCM)
Texas
$62.1M 513,599 +80,790 +19%
Toronto Dominion Bank
122
Toronto Dominion Bank
Ontario, Canada
$61.9M 511,964 +109,933 +27%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$61.8M 512,723 +31,226 +6%
VanEck Associates
124
VanEck Associates
New York
$61.3M 506,829 -396,788 -44%
PP
125
Prudential plc
United Kingdom
$60.1M 497,200 -137,800 -22%
3 4
5
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