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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
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 Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$47.5M +$1.1M +9,091 +2%
GG
152
Gofen & Glossberg
Illinois
$46.8M -$839K -6,938 -2%
BNP Paribas Asset Management
153
BNP Paribas Asset Management
France
$46.5M +$6.34M +52,477 +16%
GT
154
Glenmede Trust
Pennsylvania
$45.1M -$616K -5,098 -1%
CWM
155
CIBC World Markets
New York
$44.9M +$9.96M +82,359 +29%
HighTower Advisors
156
HighTower Advisors
Illinois
$43.8M +$6.32M +52,338 +17%
Bank of Nova Scotia
157
Bank of Nova Scotia
Ontario, Canada
$43.7M +$29.7M +245,391 +211%
HNB
158
Huntington National Bank
Ohio
$42.8M -$1.61M -13,277 -4%
SIM
159
Sprucegrove Investment Management
Ontario, Canada
$42.4M +$23.2M +191,900 +121%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$42.4M +$8.79M +72,688 +26%
APG Asset Management
161
APG Asset Management
Netherlands
$41.6M -$1.8M -18,188 -4%
HPC
162
HM Payson & Co
Maine
$40.9M +$1.25M +10,339 +3%
WA
163
WestEnd Advisors
North Carolina
$40.6M -$1.59M -13,159 -4%
Citadel Advisors
164
Citadel Advisors
Florida
$40.5M +$25.6M +211,530 +172%
Ensign Peak Advisors
165
Ensign Peak Advisors
Utah
$39.9M -$21.6M -178,505 -35%
NAM
166
Nissay Asset Management
Japan
$39.1M +$31.1M +256,944 +388%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
167
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$38.9M +$38.9M +321,900 New
Brown Advisory
168
Brown Advisory
Maryland
$38.6M +$1.62M +13,397 +4%
BMO
169
Beck Mack & Oliver
New York
$37.8M -$1.67M -13,845 -4%
VOYA Investment Management
170
VOYA Investment Management
Georgia
$37.5M -$2.89M -23,891 -7%
CS
171
Central Securities
New York
$36.3M – – –
Fidelity International
172
Fidelity International
Bermuda
$36M +$23.6M +195,122 +189%
TBC
173
Tweedy, Browne Co
Connecticut
$35.8M -$826K -6,828 -2%
TRSOTSOK
174
Teachers Retirement System of the State of Kentucky
Kentucky
$35.4M -$2.11M -17,450 -6%
Vontobel Holding
175
Vontobel Holding
Switzerland
$35.1M +$35.1M +274,419 New
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