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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 %
RWM
1451
Ritholtz Wealth Management
New York
$224K +$224K +1,854 New
GGS
1452
Galvin Gaustad & Stein
Arizona
$224K +$224K +1,856 New
TWM
1453
Titus Wealth Management
California
$224K +$224K +1,882 New
NA
1454
Nottingham Advisors
New York
$223K +$223K +1,842 New
BG
1455
Bahl & Gaynor
Ohio
$222K +$222K +1,833 New
LNWTC
1456
Laird Norton Wetherby Trust Company
Washington
$222K +$222K +1,839 New
FM
1457
Foster & Motley
Ohio
$220K +$220K +1,817 New
GIA
1458
Granite Investment Advisors
New Hampshire
$220K +$220K +1,817 New
GSBTD
1459
Glenview State Bank Trust Department
Illinois
$220K +$220K +1,818 New
EGM
1460
Engineers Gate Manager
New York
$219K +$219K +1,810 New
ACA
1461
Aptus Capital Advisors
Alabama
$219K +$219K +1,818 New
SWA
1462
Stratos Wealth Advisors
Ohio
$218K +$218K +1,799 New
TTWM
1463
TCV Trust & Wealth Management
Virginia
$218K +$218K +1,801 New
TAM
1464
Trillium Asset Management
Massachusetts
$217K -$304K -2,512 -58%
CANC
1465
Culbertson A N & Co
Virginia
$217K +$217K +1,795 New
SCA
1466
Snowden Capital Advisors
New York
$217K +$217K +1,792 New
IBOK
1467
Independence Bank of Kentucky
Kentucky
$216K – – –
EI
1468
Ellevest Inc
New York
$216K +$40.9K +339 +23%
Members Trust
1469
Members Trust
Florida
$216K +$216K +1,788 New
CBN
1470
Cadence Bank NA
Texas
$216K +$216K +1,791 New
B
1471
Brightworth
Georgia
$215K +$215K +1,781 New
VCM
1472
Vivaldi Capital Management
Illinois
$214K -$28.5K -236 -12%
ZCI
1473
Zevenbergen Capital Investments
Washington
$213K +$213K +1,760 New
DBIA
1474
Dumont & Blake Investment Advisors
New Jersey
$213K +$213K +1,760 New
KLI
1475
Kelman-Lazarov Inc
Tennessee
$212K +$212K +1,750 New
57 58
59
60 61