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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 %
PA
1251
PFG Advisors
Arizona
$379K +$379K +3,138 New
GLLW
1252
Graves Light Lenhart Wealth
Virginia
$378K +$10.2K +84 +3%
IAIM
1253
International Assets Investment Management
Florida
$377K -$199K -1,647 -35%
LSA
1254
L & S Advisors
California
$377K -$3.02K -25 -0.8%
TIS
1255
Tortoise Index Solutions
Kansas
$376K -$1.21K -10 -0.3%
SWMP
1256
Signature Wealth Management Partners
New Jersey
$374K +$374K +3,096 New
SMH
1257
Sanders Morris Harris
Texas
$372K -$30.6K -250 -8%
OR
1258
Olympiad Research
Connecticut
$372K +$20.8K +172 +6%
SICM
1259
Sustainable Insight Capital Management
New York
$370K +$370K +3,059 New
SWM
1260
Stockman Wealth Management
Montana
$368K -$30.2K -250 -8%
SWM
1261
SeaCrest Wealth Management
New York
$365K -$79.8K -661 -18%
MA
1262
Mezzasalma Advisors
New Jersey
$365K +$365K +3,017 New
AIC
1263
Ameritas Investment Company
Nebraska
$364K +$20.1K +166 +6%
ACM
1264
AUA Capital Management
Pennsylvania
$363K – – –
VCM
1265
Violich Capital Management
California
$363K – – –
LWMM
1266
Legacy Wealth Management (Mississippi)
Mississippi
$363K – – –
PHAM
1267
Palisades Hudson Asset Management
Florida
$362K – – –
BTWM
1268
Baker Tilly Wealth Management
Wisconsin
$361K +$361K +2,983 New
PG
1269
Patten Group
Tennessee
$354K – – –
PTB
1270
Pioneer Trust Bank
Oregon
$354K – – –
TNB
1271
Thomasville National Bank
Georgia
$354K +$5.81K +48 +2%
OWP
1272
Obermeyer Wealth Partners
Colorado
$353K -$39.3K -325 -10%
CHAM
1273
Clear Harbor Asset Management
Connecticut
$353K – – –
EDRH
1274
Edmond de Rothschild Holding
Switzerland
$353K +$36.8K +305 +12%
SPWG
1275
Sage Private Wealth Group
Illinois
$348K +$348K +2,877 New
49 50
51
52 53