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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 %
MGI
1276
MayTech Global Investments
New York
$347K – – –
MAA
1277
Matrix Asset Advisors
New York
$346K – – –
CA
1278
Cambridge Advisors
Nebraska
$346K – – –
RCM
1279
RB Capital Management
Nevada
$346K +$13.4K +111 +4%
PI
1280
Putnam Investments
Massachusetts
$344K -$139K -1,150 -29%
CPIA
1281
Cornell Pochily Investment Advisors
New York
$344K -$3.38K -28 -1%
JF
1282
Jump Financial
Illinois
$344K +$344K +2,848 New
WEC
1283
Winslow Evans & Crocker
Massachusetts
$342K -$84.1K -696 -20%
BST
1284
Bath Savings Trust
Maine
$342K – – –
BWP
1285
BSW Wealth Partners
Colorado
$342K +$342K +2,832 New
SYBT
1286
Stock Yards Bank & Trust
Kentucky
$340K +$50.2K +415 +17%
AWA
1287
Arkadios Wealth Advisors
Georgia
$340K +$316K +2,616 +1,301%
MIP
1288
Marietta Investment Partners
Wisconsin
$339K – – –
HDIM
1289
Hanson & Doremus Investment Management
Vermont
$339K +$106K +875 +45%
SAM
1290
Strategy Asset Managers
California
$338K -$118K -975 -26%
RI
1291
Ridgewood Investments
New Jersey
$334K – – –
LBD
1292
Landsberg Bennett & Dubbaneh
Florida
$333K -$20.3K -168 -6%
MFA
1293
Mayflower Financial Advisors
Massachusetts
$333K +$333K +2,750 New
FFBTD
1294
First Financial Bank - Trust Division
Ohio
$332K – – –
NSIM
1295
North Star Investment Management
Illinois
$331K – – –
KA
1296
Kozak & Associates
Colorado
$331K +$331K +2,621 New
SFFS
1297
Stonehage Fleming Financial Services
Jersey
$330K – – –
QPWM
1298
Quadrant Private Wealth Management
Pennsylvania
$330K +$6.89K +57 +2%
AI
1299
Atom Investors
Texas
$328K -$2.11M -17,422 -87%
JHP
1300
James Hambro & Partners
United Kingdom
$328K +$328K +2,715 New
50 51
52
53 54