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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 %
HA
1401
HC Advisors
Georgia
$257K +$121 +1 +0%
HIA
1402
Harbor Investment Advisory
Maryland
$256K -$25.6K -212 -9%
YMRC
1403
Yorktown Management & Research Company
Virginia
$255K -$242K -2,000 -49%
CASB
1404
Cape Ann Savings Bank
Massachusetts
$254K +$254K +2,100 New
SSG
1405
Summit Securities Group
New York
$254K +$254K +2,100 New
PA
1406
Procyon Advisors
Connecticut
$253K +$5.07K +42 +2%
MBTD
1407
Mechanics Bank - Trust Department
California
$253K +$8.47K +70 +3%
PWA
1408
Phoenix Wealth Advisors
North Carolina
$253K +$253K +2,090 New
LWM
1409
Liberty Wealth Management
California
$252K -$32.2K -276 -11%
DTC
1410
Davidson Trust Company
Washington
$252K -$9.05K -75 -3%
SWM
1411
SVA Wealth Management
Wisconsin
$251K -$2.42K -20 -1%
CST
1412
Charles Schwab Trust
Nevada
$251K – – –
RWB
1413
RMR Wealth Builders
New Jersey
$250K -$232K -1,923 -48%
FFN
1414
Focus Financial Network
Minnesota
$249K -$9.07K -75 -4%
GIM
1415
Greylin Investment Management
Virginia
$248K – – –
HPWM
1416
Highland Private Wealth Management
Washington
$248K +$1.46K +12 +0.6%
OLA
1417
Oliver Luxxe Assets
New Jersey
$247K – – –
RCA
1418
Ranch Capital Advisors
Florida
$247K – – –
CHP
1419
Cable Hill Partners
Oregon
$247K +$3.02K +25 +1%
DWM
1420
Dorchester Wealth Management
Quebec, Canada
$246K -$422K -3,500 -63%
LJHT
1421
Laurie J. Hall Trustee
$246K – – –
TCA
1422
Transcend Capital Advisors
New Jersey
$245K +$245K +2,025 New
CA
1423
Centerpoint Advisors
Massachusetts
$244K – – –
CQS
1424
Credential Qtrade Securities
$242K +$225K +1,861 +1,301%
PFS
1425
Physicians Financial Services
North Carolina
$242K -$1.45K -12 -0.6%
55 56
57
58 59