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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 %
NIC
1776
Northwest Investment Counselors
Oregon
– – -191 Closed
AWM
1777
Adams Wealth Management
Utah
– – -131 Closed
GCM
1778
Gables Capital Management
Florida
– – -91 Closed
PP
1779
Pacifica Partners
Canada
– – -80 Closed
SC
1780
Slow Capital
California
– – -78 Closed
BWM
1781
BNC Wealth Management
Oregon
– – -73 Closed
JWM
1782
Jeppson Wealth Management
California
– – -61 Closed
VLKIM
1783
Van Lanschot Kempen Investment Management
Netherlands
– – -57 Closed
ETC
1784
Exchange Traded Concepts
Oklahoma
– – -39 Closed
PFG
1785
Pacific Financial Group
Washington
– – -23 Closed
ANBT
1786
American National Bank & Trust
Texas
– – -20 Closed
RA
1787
Rational Advisors
New York
– – -4 Closed
CAM
1788
CenterStar Asset Management
Illinois
– – – –
CCM
1789
CAAS Capital Management
New York
– – – –
Capstone Investment Advisors
1790
Capstone Investment Advisors
New York
– – – –
MTCM
1791
Mint Tower Capital Management
Netherlands
– – – –
Balyasny Asset Management
1792
Balyasny Asset Management
Illinois
– – – –
FA
1793
Fortis Advisors
Pennsylvania
$0 1 – –
PI
1794
PEAK6 Investments
Illinois
– – – –
DPRC
1795
Deer Park Road Corp
Colorado
– – – –
MS
1796
Maven Securities
Jersey
– – – –
BII
1797
Bainco International Investors
Massachusetts
– – – –
PHK
1798
Point72 Hong Kong
Hong Kong
– – – –
IMC Chicago
1799
IMC Chicago
Illinois
– – – –
HI
1800
HBK Investments
Texas
– – – –
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