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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
1426
Harbor Advisors
Florida
$242K – – –
FFA
1427
Founders Financial Alliance
North Carolina
$242K +$13.2K +109 +6%
DC
1428
Diametric Capital
Massachusetts
$242K +$242K +1,998 New
SC
1429
Saltoro Capital
Texas
$242K +$242K +2,000 New
WWM
1430
Windsor Wealth Management
Indiana
$242K +$242K +2,002 New
WTB
1431
Washington Trust Bank
Washington
$242K +$242K +2,004 New
CIAS
1432
Capital Investment Advisory Services
North Carolina
$242K +$242K +2,004 New
SIA
1433
Strategic Investment Advisors
Michigan
$240K -$166K -1,375 -41%
CAL
1434
Capital Analysts LLC
Pennsylvania
$240K -$4.34K -36 -2%
TFA
1435
Toth Financial Advisory
Virginia
$239K +$362 +3 +0.2%
VWM
1436
Valley Wealth Managers
New Jersey
$237K -$18.2K -150 -7%
CS
1437
Comerica Securities
Michigan
$236K -$902K -7,452 -79%
XS
1438
XR Securities
Illinois
$236K +$236K +1,948 New
IFO
1439
Independent Family Office
New York
$234K +$234K +1,932 New
DP
1440
Dearborn Partners
Illinois
$234K +$234K +1,935 New
TWM
1441
Tradition Wealth Management
Minnesota
$233K +$233K +1,928 New
ATC
1442
Adirondack Trust Company
New York
$231K -$21.5K -185 -9%
TA
1443
Trellis Advisors
Washington
$230K +$230K +1,901 New
NCM
1444
Northside Capital Management
Oregon
$229K +$229K +1,890 New
ACI
1445
Alpha Cubed Investments
California
$229K +$229K +1,894 New
PO
1446
Private Ocean
California
$227K +$968 +8 +0.4%
PCMC
1447
Private Capital Management (Colorado)
Colorado
$227K +$227K +1,877 New
LWM
1448
Laidlaw Wealth Management
New York
$226K +$226K +1,871 New
WCM
1449
Washington Capital Management
Washington
$225K +$225K +1,862 New
PFM
1450
Parsec Financial Management
North Carolina
$225K +$225K +1,863 New
56 57
58
59 60