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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 %
M
1351
MOTCO
Texas
$292K -$33.2K -275 -10%
MWA
1352
Meridian Wealth Advisors
Texas
$292K -$6.06K -50 -2%
MFT
1353
Moisand Fitzgerald Tamayo
Florida
$292K – – –
WCM
1354
Windsor Capital Management
Arizona
$292K +$50.9K +422 +21%
MAM
1355
Magellan Asset Management
Australia
$291K +$231K +1,906 +383%
CIM
1356
Confluence Investment Management
Missouri
$290K – – –
RW
1357
REDW Wealth
New Mexico
$289K – – –
SFG
1358
Sunburst Financial Group
Alabama
$288K – – –
DCM
1359
Donaldson Capital Management
Indiana
$287K -$124K -1,030 -30%
HWA
1360
HCR Wealth Advisors
California
$286K – – –
VCM
1361
Virtue Capital Management
Tennessee
$285K -$709K -5,875 -71%
MPIA
1362
Mountain Pacific Investment Advisers
Idaho
$284K – – –
CWG
1363
Cornerstone Wealth Group
North Carolina
$284K +$483 +4 +0.2%
PF
1364
Phoenix Financial
Israel
$284K +$284K +2,390 New
BBNA
1365
Bremer Bank National Association
Minnesota
$283K -$6.04K -50 -2%
CPIG
1366
Chicago Partners Investment Group
Illinois
$282K +$4.16K +33 +1%
WB
1367
Webster Bank
Connecticut
$281K – – –
CWM
1368
Chesapeake Wealth Management
Virginia
$280K -$34K -281 -11%
DAS
1369
Dynamic Advisor Solutions
Arizona
$279K +$30.4K +252 +12%
MS
1370
Madden Securities
Texas
$278K -$36.3K -300 -12%
PCM
1371
Parsons Capital Management
Rhode Island
$278K – – –
DIM
1372
Delta Investment Management
California
$277K – – –
KMWM
1373
Keudell/Morrison Wealth Management
Oregon
$276K -$186K -1,538 -40%
SWM
1374
Sculati Wealth Management
Michigan
$276K -$39.3K -325 -12%
BOS
1375
Bingham Osborn & Scarborough
California
$274K -$99.6K -824 -27%
53 54
55
56 57