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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 %
CL
1751
Choreo LLC
Illinois
– – -2,378 Closed
FBB
1752
Fulton Breakefield Broenniman
Maryland
– – -2,273 Closed
XSC
1753
X-Square Capital
Puerto Rico
– – -2,242 Closed
OTPPB
1754
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -2,237 Closed
VAG
1755
VisionPoint Advisory Group
Texas
– – -2,209 Closed
ARTA
1756
A.R.T. Advisors
New York
– – -2,200 Closed
SAM
1757
Seelaus Asset Management
New Jersey
– – -2,200 Closed
AW
1758
Alpha Windward
Massachusetts
– – -2,197 Closed
KIC
1759
Keating Investment Counselors
Florida
– – -2,141 Closed
BFC
1760
Blue Fin Capital
Rhode Island
– – -2,127 Closed
STB
1761
S&T Bank
Pennsylvania
– – -2,067 Closed
PPW
1762
Pasadena Private Wealth
California
– – -2,053 Closed
CS
1763
Capital Square
Tennessee
– – -2,040 Closed
BIP
1764
Blueprint Investment Partners
North Carolina
– – -1,669 Closed
PCWA
1765
Pacific Capital Wealth Advisors
California
– – -1,417 Closed
WCG
1766
Weaver Consulting Group
California
– – -1,166 Closed
RIM
1767
Rampart Investment Management
Connecticut
– – -1,042 Closed
WC
1768
Wexford Capital
Florida
– – -1,039 Closed
SQA
1769
Simon Quick Advisors
New Jersey
– – -857 Closed
SXL
1770
Summit X LLC
Missouri
– – -755 Closed
HCA
1771
Horan Capital Advisors
Ohio
– – -610 Closed
CCM
1772
Chiron Capital Management
Florida
– – -550 Closed
FWM
1773
Focused Wealth Management
New York
– – -500 Closed
PWM
1774
Provident Wealth Management
Tennessee
– – -422 Closed
PFWA
1775
Paces Ferry Wealth Advisors
Georgia
– – -340 Closed
68 69 70
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