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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
1
Wellington Management Group
Massachusetts
$4.93B
2
Invesco
2
Invesco
Georgia
$740M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$192M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.53B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$232M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$632M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$158M
3
Dodge & Cox
3
Dodge & Cox
California
$1.73B
4
LP
4
Longview Partners
Guernsey
$980M
5
UBS AM
5
UBS AM
Illinois
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
126
Prudential Financial
New Jersey
$59.7M -$2.64M -21,811 -4%
MC
127
Metropolis Capital
United Kingdom
$58.6M -$22.2M -183,942 -28%
MG
128
Markel Group
Virginia
$58.5M – – –
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$57.9M -$1.85M -15,340 -3%
EMG
130
ETF Managers Group
New Jersey
$57.3M +$3.49M +29,223 +6%
CAM
131
Cacti Asset Management
Georgia
$56.8M – – –
BTW
132
Boston Trust Walden
Massachusetts
$55.9M +$345K +2,853 +0.6%
Stifel Financial
133
Stifel Financial
Missouri
$55.2M -$17.7M -146,541 -24%
CIP
134
Cornerstone Investment Partners
Georgia
$55.2M -$2.6M -21,531 -5%
Truist Financial
135
Truist Financial
North Carolina
$53.1M -$3.58M -29,595 -6%
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$52.6M +$51M +421,615 +3,149%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$52.2M -$2.53M -20,914 -5%
RJA
138
Raymond James & Associates
Florida
$52M -$21.2M -175,295 -29%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$51.6M -$22.5M -185,947 -30%
Caisse de Depot et Placement du Quebec (CDPQ)
140
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$51.2M +$18.6M +153,931 +57%
William Blair & Company
141
William Blair & Company
Illinois
$51.1M +$11.5M +95,476 +29%
CI
142
Cambiar Investors
Colorado
$50.7M +$585K +4,842 +1%
SBCM
143
Schwerin Boyle Capital Management
Massachusetts
$50M -$450K -3,721 -0.9%
Two Sigma Investments
144
Two Sigma Investments
New York
$49.8M +$35.1M +290,349 +238%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$48.9M -$7.11M -58,788 -13%
CCMG
146
Clark Capital Management Group
Pennsylvania
$48.7M +$8.71M +72,052 +22%
US Bancorp
147
US Bancorp
Minnesota
$48.4M -$1.43M -11,819 -3%
GLA
148
Great Lakes Advisors
Illinois
$48.3M +$913K +7,555 +2%
Asset Management One
149
Asset Management One
Japan
$48M -$730K -6,178 -1%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.7M +$2.96M +24,513 +7%
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