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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 %
SIC
1226
Salem Investment Counselors
North Carolina
$398K +$3.14K +26 +0.8%
NP
1227
NorthRock Partners
Minnesota
$397K -$3.87K -32 -1%
HWA
1228
Heritage Wealth Advisors
Virginia
$396K – – –
IIC
1229
Integrated Investment Consultants
Michigan
$396K – – –
CYG
1230
Clean Yield Group
Vermont
$394K -$1.09K -9 -0.3%
T
1231
TRUADVICE
Florida
$393K -$39.4K -346 -9%
WIA
1232
Westbourne Investment Advisors
Maryland
$393K +$3.03K +25 +0.8%
SNT
1233
Security National Trust
West Virginia
$393K +$6.05K +50 +2%
SCA
1234
Stonebridge Capital Advisors
Minnesota
$392K -$36K -298 -8%
DC
1235
Derby & Company
Massachusetts
$392K – – –
FCBT
1236
First Citizens Bank & Trust
North Carolina
$392K +$14.8K +122 +4%
MWM
1237
Meridian Wealth Management
Kentucky
$391K -$31.1K -258 -7%
BL
1238
Balentine LLC
Georgia
$390K -$7.74K -64 -2%
WIM
1239
Wittenberg Investment Management
Massachusetts
$388K – – –
IWS
1240
Insight Wealth Strategies
California
$388K +$4.71K +39 +1%
ERIM
1241
Eagle Ridge Investment Management
Connecticut
$387K – – –
SAM
1242
Synergy Asset Management
Washington
$387K +$387K +3,201 New
WPC
1243
Waters Parkerson & Co
Louisiana
$385K -$13.1K -108 -3%
SFA
1244
Semmax Financial Advisors
North Carolina
$385K +$22.6K +187 +6%
ACM
1245
Advisors Capital Management
New Jersey
$385K +$385K +3,190 New
SW
1246
SlateStone Wealth
Florida
$383K -$118K -974 -24%
RSWM
1247
Robertson Stephens Wealth Management
California
$383K +$126K +1,043 +49%
ATFA
1248
All Terrain Financial Advisors
Minnesota
$382K – – –
APW
1249
Acima Private Wealth
Virginia
$379K – – –
SFO
1250
Standard Family Office
South Dakota
$379K +$379K +3,131 New
48 49
50
51 52