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

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$632M
2
ClearBridge Investments
ClearBridge Investments
New York
$158M
3
Dodge & Cox
Dodge & Cox
California
$1.73B
4
LP
Longview Partners
Guernsey
$980M
5
UBS AM
UBS AM
Illinois
$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
1526
Stelac Advisory Services
New York
$135K – – –
ZB
1527
Zions Bancorporation
Utah
$133K -$581K -4,817 -81%
NWA
1528
Navis Wealth Advisors
New York
$131K +$131K +1,084 New
AssetMark Inc
1529
AssetMark Inc
California
$129K +$10.8K +89 +9%
BDS
1530
Banco de Sabadell
Florida
$126K -$53.5K -447 -30%
MHR
1531
Matthew Hamilton Rosenberg
$125K – – –
KFI
1532
Key Financial Inc
Pennsylvania
$124K +$124K +1,023 New
GFPC
1533
Global Financial Private Client
Florida
$123K +$1.69K +14 +1%
CF
1534
Centaurus Financial
California
$122K -$23.5K -195 -16%
RFA
1535
Reilly Financial Advisors
California
$122K +$32.9K +271 +37%
LB
1536
Legacy Bridge
Iowa
$121K – – –
MAWCM
1537
Mine & Arao Wealth Creation & Management
California
$121K – – –
LGA
1538
Lebenthal Global Advisors
New York
$115K +$115K +959 New
PB
1539
Pinnacle Bancorp
Nebraska
$114K – – –
PWMG
1540
Prestige Wealth Management Group
New Jersey
$111K -$5.17K -43 -4%
HFA
1541
HC Financial Advisors
California
$110K – – –
PCA
1542
Providence Capital Advisors
North Carolina
$110K +$110K +906 New
AIC
1543
Archer Investment Corporation
Indiana
$109K – – –
AW
1544
Avion Wealth
Texas
$107K -$36.2K -300 -25%
PMFA
1545
Plante Moran Financial Advisors
Michigan
$106K +$4.49K +37 +4%
RA
1546
Reby Advisors
Connecticut
$105K +$105K +870 New
FFA
1547
Freedman Financial Associates
Massachusetts
$103K +$103K +849 New
FMP
1548
Financial Management Professionals
Texas
$100K +$4.95K +41 +5%
BWM
1549
BerganKDV Wealth Management
Minnesota
$99K +$121 +1 +0.1%
MGIM
1550
M&G Investment Management
United Kingdom
$97.4K -$49.4K -408,555 -34%
60 61
62
63 64