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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 %
CAMG
1376
CWA Asset Management Group
Florida
$274K -$71.8K -593 -21%
TIA
1377
Tiemann Investment Advisors
California
$274K -$2.9K -24 -1%
JFA
1378
JNBA Financial Advisors
Minnesota
$274K +$4.95K +41 +2%
22CM
1379
20/20 Capital Management
California
$274K +$7.24K +60 +3%
OAM
1380
Oak Asset Management
California
$273K – – –
MAM
1381
McLean Asset Management
Virginia
$272K +$272K +2,251 New
CT
1382
Columbia Trust
Oregon
$272K +$272K +2,257 New
GA
1383
Geller Advisors
New York
$271K +$271K +1,451 New
FA
1384
Financial Advisors
Massachusetts
$271K +$271K +2,240 New
PAMG
1385
Patton Albertson Miller Group
Tennessee
$269K -$5.09K -39 -2%
AP
1386
Adero Partners
California
$269K +$269K +2,222 New
IRC
1387
Investors Research Corp
Georgia
$268K – – –
CIP
1388
Convergence Investment Partners
Florida
$267K +$2.54K +21 +1%
ACM
1389
Allred Capital Management
Texas
$266K -$22.4K -186 -8%
CCMD
1390
Cypress Capital Management (Delaware)
Delaware
$265K – – –
CFG
1391
Cooper Financial Group
California
$265K +$265K +2,189 New
MFG
1392
MidWestOne Financial Group
Iowa
$264K -$5.31K -44 -2%
ESB
1393
Essex Savings Bank
Connecticut
$262K -$7.98K -66 -3%
MFG
1394
Merit Financial Group
Georgia
$262K – – –
PFGIA
1395
Patriot Financial Group Insurance Agency
Massachusetts
$260K +$9.31K +77 +4%
PPSG
1396
Princeton Portfolio Strategies Group
New Jersey
$259K -$2.06M -17,029 -89%
WCM
1397
Whitener Capital Management
North Carolina
$259K – – –
BIM
1398
Bridges Investment Management
Nebraska
$258K -$101K -838 -28%
RIM
1399
Reliant Investment Management
Tennessee
$258K – – –
GHA
1400
GW Henssler & Associates
Georgia
$257K -$19.3K -160 -7%
54 55
56
57 58