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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 %
FFC
1551
First Financial Corp
Indiana
$96K – – –
SCM
1552
Sirios Capital Management
Massachusetts
$95K -$7.64K -63 -7%
VCM
1553
Versant Capital Management
Arizona
$95K -$5.92K -49 -6%
EWM
1554
Endurance Wealth Management
Rhode Island
$94K – – –
SL
1555
Savior LLC
Massachusetts
$93K +$5.66K +47 +6%
KFS
1556
Kelly Financial Services
Massachusetts
$92.4K -$5.44K -45 -6%
HCM
1557
Highlander Capital Management
New Jersey
$91K – – –
TFO
1558
Tarbox Family Office
California
$89K – – –
WA
1559
Wealth Advisors
California
$88K +$88K +725 New
NSB
1560
Norway Savings Bank
Maine
$86K +$5.3K +44 +7%
DAC
1561
Dividend Assets Capital
South Carolina
$86K +$86K +715 New
BG
1562
Bollard Group
Massachusetts
$84K – – –
RPWA
1563
Regent Peak Wealth Advisors
Georgia
$84K +$84K +698 New
BWM
1564
Birchcreek Wealth Management
Ohio
$84K +$84K +699 New
FMTCOCP
1565
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$83K -$36.2K -300 -30%
AA
1566
Ancora Advisors
Ohio
$83K -$13.9K -115 -14%
GAM
1567
Gemmer Asset Management
California
$82K – – –
TPWA
1568
TRUE Private Wealth Advisors
Oregon
$80K – – –
TC
1569
Tacita Capital
Ontario, Canada
$80K +$80K +665 New
CFG
1570
CKW Financial Group
Hawaii
$79K -$36.5K -300 -32%
FHC
1571
First Horizon Corporation
Tennessee
$78K – – –
Kayne Anderson Rudnick Investment Management
1572
Kayne Anderson Rudnick Investment Management
California
$77K – – –
LC
1573
Lindbrook Capital
California
$77K +$1.81K +15 +2%
TCM
1574
Tradewinds Capital Management
Washington
$76K -$36K -299 -32%
KCM
1575
Kathmere Capital Management
Pennsylvania
$76K – – –
61 62
63
64 65