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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 %
EWA
1726
EP Wealth Advisors
California
– – -21,876 Closed
BC
1727
Brookfield Corp
Ontario, Canada
– – -21,121 Closed
RRAM
1728
River Road Asset Management
Kentucky
– – -17,014 Closed
AWCI
1729
Alpine Woods Capital Investors
New York
– – -14,474 Closed
ACM
1730
Ativo Capital Management
Illinois
– – -9,045 Closed
HKAM
1731
Horizon Kinetics Asset Management
New York
– – -7,270 Closed
ECA
1732
Endeavour Capital Advisors
Connecticut
– – -7,083 Closed
LOAME
1733
Lombard Odier Asset Management (Europe)
United Kingdom
– – -6,321 Closed
VIM
1734
Veritas Investment Management
United Kingdom
– – -5,690 Closed
IC
1735
IEQ Capital
California
– – -5,018 Closed
CP
1736
Covenant Partners
Tennessee
– – -4,776 Closed
KHLMTHM
1737
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– – -4,418 Closed
EWM
1738
Empirical Wealth Management
Washington
– – -4,344 Closed
WPC
1739
White Pine Capital
Minnesota
– – -3,730 Closed
PCM
1740
Palisade Capital Management
New Jersey
– – -3,689 Closed
WAM
1741
Wolverine Asset Management
Illinois
– – -3,630 Closed
GIA
1742
Gladstone Institutional Advisory
Florida
– – -3,578 Closed
IIA
1743
IPG Investment Advisors
California
– – -3,127 Closed
CWM
1744
Cordatus Wealth Management
Pennsylvania
– – -3,091 Closed
AP
1745
Appleton Partners
Massachusetts
– – -3,042 Closed
HI
1746
Horizon Investments
North Carolina
– – -2,834 Closed
CFA
1747
CWS Financial Advisors
Michigan
– – -2,793 Closed
BEAM
1748
Baker Ellis Asset Management
Washington
– – -2,678 Closed
MFG
1749
Menard Financial Group
Texas
– – -2,634 Closed
CAM
1750
Claret Asset Management
Quebec, Canada
– – -2,396 Closed
68 69
70
71 72