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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 %
FC
1476
Ferris Capital
Massachusetts
$212K +$212K +1,753 New
AAM
1477
Autus Asset Management
Arizona
$211K +$211K +1,746 New
W
1478
Wealthquest
Ohio
$211K +$211K +1,751 New
CCA
1479
Childress Capital Advisors
Texas
$210K +$210K +1,734 New
XF
1480
XML Financial
Maryland
$208K +$208K +1,724 New
WRM
1481
Weybosset Research & Management
Rhode Island
$206K +$206K +1,700 New
GSC
1482
G&S Capital
Colorado
$206K +$206K +1,704 New
FNBOO
1483
First National Bank of Omaha
Nebraska
$204K +$204K +1,690 New
SN
1484
Sittner & Nelson
Oregon
$203K +$203K +1,683 New
CGA
1485
Crescent Grove Advisors
Illinois
$202K +$202K +1,667 New
ACA
1486
Affinity Capital Advisors
California
$202K +$202K +1,673 New
BOM
1487
Bank of Marin
California
$202K +$202K +1,675 New
MSA
1488
Marino Stram & Associates
Massachusetts
$201K +$201K +1,662 New
GIA
1489
Guyasuta Investment Advisors
Pennsylvania
$200K +$200K +1,650 New
PPCM
1490
Pillar Pacific Capital Management
California
$200K +$200K +1,656 New
HWA
1491
HHM Wealth Advisors
Tennessee
$198K +$28.4K +235 +17%
FF
1492
FourThought Financial
Florida
$198K +$198K +1,642 New
AAP
1493
Arax Advisory Partners
Colorado
$197K +$7.13K +59 +4%
CHC
1494
City Holding Co
West Virginia
$195K – – –
Jones Financial Companies
1495
Jones Financial Companies
Missouri
$195K +$195K +1,613 New
HFS
1496
Hantz Financial Services
Michigan
$193K -$938K -7,774 -83%
TI
1497
Truehand Inc
New Hampshire
$193K – – –
FPW
1498
Flagship Private Wealth
Massachusetts
$189K +$189K +1,654 New
FCA
1499
FinTrust Capital Advisors
South Carolina
$186K +$34.5K +285 +23%
KTC
1500
Kistler-Tiffany Companies
Pennsylvania
$183K +$12.1K +100 +7%
58 59
60
61 62