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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 %
FCB
1501
First Command Bank
Texas
$182K +$3.99K +33 +2%
FCFS
1502
First Command Financial Services
Texas
$182K +$3.99K +33 +2%
SIAP
1503
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$181K – – –
BCM
1504
Blume Capital Management
California
$181K – – –
DAM
1505
Delta Asset Management
Tennessee
$180K – – –
WWM
1506
Wolff Wiese Magana
California
$179K +$179K +1,478 New
LWA
1507
Lenox Wealth Advisors
New York
$172K +$42.5K +351 +33%
CB
1508
CNB Bank
Pennsylvania
$171K – – –
CWP
1509
Concord Wealth Partners
Virginia
$166K +$166K +1,374 New
CAM
1510
Close Asset Management
United Kingdom
$160K – – –
HCP
1511
Hexagon Capital Partners
Arkansas
$156K – – –
PCM
1512
Penserra Capital Management
California
$155K +$31.9K +264 +26%
BCA
1513
Berman Capital Advisors
Georgia
$154K +$43.7K +364 +40%
JWA
1514
JFS Wealth Advisors
Pennsylvania
$148K +$6.04K +50 +4%
FCM
1515
Firestone Capital Management
Florida
$147K – – –
TFM
1516
TFC Financial Management
Massachusetts
$147K – – –
BWA
1517
Burt Wealth Advisors
Maryland
$145K – – –
TC
1518
Truvestments Capital
Florida
$144K +$47.2K +393 +49%
AF
1519
Allworth Financial
California
$143K +$121 +1 +0.1%
VNA
1520
Valley National Advisers
Pennsylvania
$140K – – –
TIM
1521
Tortoise Investment Management
New York
$140K +$30.2K +250 +28%
RCG
1522
Rock Creek Group
District of Columbia
$139K -$79.9K -662 -37%
CL
1523
COWA LLC
Oklahoma
$138K +$138K +1,129 New
IFAM
1524
Institutional & Family Asset Management
Colorado
$137K -$30.4K -252 -18%
MCM
1525
MV Capital Management
Maryland
$136K – – –
59 60
61
62 63