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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.

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 Market Value Shares Shares
Change 		Shares
Change %
HCM
1701
Horrell Capital Management
Arkansas
$5K 44 – –
PCTC
1702
Perkins Coie Trust Company
Washington
$4K 30 – –
GTAM
1703
Global Trust Asset Management
Florida
$4K 37 – –
HWM
1704
HighMark Wealth Management
Minnesota
$4K 35 – –
GEA
1705
Glen Eagle Advisors
New Jersey
$3.75K 31 +31 New
PG
1706
Proffitt & Goodson
Tennessee
$3K 23 -201 -90%
LWA
1707
Lowe Wealth Advisors
Maryland
$2K 20 -226 -92%
CWA
1708
Carolina Wealth Advisors
South Carolina
$2K 16 -23 -59%
TIAM2
1709
Tru Independence Asset Management 2
Oregon
$2K 17 +17 New
CWA
1710
Core Wealth Advisors
Florida
$1K 7 – –
ONST
1711
Old North State Trust
North Carolina
$1K 10 +10 New
IA
1712
Inspire Advisors
Idaho
$1K 11 +11 New
TI
1713
tru Independence
Oregon
$34 278 +12 +5%
BGIM
1714
Brandywine Global Investment Management
Pennsylvania
– – -685,987 Closed
WFMPM
1715
Woodley Farra Manion Portfolio Management
Indiana
– – -329,672 Closed
Parallax Volatility Advisers
1716
Parallax Volatility Advisers
California
– – -319,176 Closed
Capital Research Global Investors
1717
Capital Research Global Investors
California
– – -300,000 Closed
RG
1718
Renaissance Group
Kentucky
– – -242,929 Closed
AC
1719
Athanor Capital
New York
– – -184,394 Closed
Baillie Gifford & Co
1720
Baillie Gifford & Co
United Kingdom
– – -141,786 Closed
SOMRS
1721
State of Michigan Retirement System
Michigan
– – -99,630 Closed
BCM
1722
Bayesian Capital Management
New York
– – -49,197 Closed
WCM
1723
Wisconsin Capital Management
Wisconsin
– – -47,940 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1724
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -37,608 Closed
QT
1725
Quantbot Technologies
New York
– – -29,580 Closed
67 68
69
70 71