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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 %
MIC
1326
Means Investment Company
Maine
$310K +$897 +7 +0.3%
LI
1327
Lafayette Investments
Maryland
$310K +$65.7K +544 +27%
NNP
1328
Nachman Norwood & Parrott
South Carolina
$308K -$7.6K -63 -2%
FNBOH
1329
First National Bank of Hutchinson
Kansas
$307K +$307K +2,639 New
RHAM
1330
Round Hill Asset Management
California
$305K -$7.26K -60 -2%
GVAG
1331
Great Valley Advisor Group
Delaware
$305K -$1.94K -16 -0.6%
W
1332
WealthStone
Ohio
$304K -$11.4K -94 -4%
BOPW
1333
Brandywine Oak Private Wealth
Pennsylvania
$303K -$6.04K -50 -2%
SLA
1334
Silver Lake Advisory
Utah
$303K +$363 +3 +0.1%
PP
1335
Palladium Partners
Virginia
$303K +$4.48K +37 +1%
HIM
1336
Harbour Investment Management
Washington
$302K – – –
EVM
1337
Evelyn V. Moreno
$302K – – –
AC
1338
Addison Capital
Pennsylvania
$302K +$302K +2,494 New
CCC
1339
Crescent Capital Consulting
Louisiana
$302K +$302K +2,500 New
EWM
1340
EPG Wealth Management
Georgia
$301K -$19.6K -162 -6%
LC
1341
Lavaca Capital
Texas
$300K -$258K -2,127 -46%
CCG
1342
Cypress Capital Group
Florida
$300K – – –
BSB
1343
Bangor Savings Bank
Maine
$299K – – –
AWM
1344
Aberdeen Wealth Management
Illinois
$299K – – –
WP
1345
WealthSource Partners
California
$299K +$27.5K +227 +10%
LA
1346
Latitude Advisors
Florida
$299K +$299K +2,471 New
WA
1347
Wealth Architects
California
$297K -$7.01K -58 -2%
NEGWA
1348
New England Guild Wealth Advisors
Connecticut
$296K – – –
CFA
1349
Cahill Financial Advisors
Minnesota
$296K +$6.89K +57 +2%
FANJ
1350
Financial Architects (New Jersey)
New Jersey
$293K – – –
52 53
54
55 56