AXP icon

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 %
AAM
176
Advisors Asset Management
Colorado
$34.7M +$1.48M +12,264 +4%
EIP
177
Epoch Investment Partners
New York
$34.2M +$13.8M +114,005 +67%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$34.2M +$2.47M +20,429 +8%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$33.7M -$12M -99,167 -26%
Treasurer of the State of North Carolina
180
Treasurer of the State of North Carolina
North Carolina
$33.6M +$370K +3,060 +1%
MIFH
181
Migdal Insurance & Financial Holdings
Israel
$33.5M -$585K -4,840 -2%
TI
182
Think Investments
California
$33.5M – – –
ProShare Advisors
183
ProShare Advisors
Maryland
$33M -$720K -5,955 -2%
WRF
184
Waddell & Reed Financial
Kansas
$32M +$15.8M +130,986 +98%
CCP
185
Clarkston Capital Partners
Michigan
$32M +$79.8K +660 +0.3%
JCM
186
Junto Capital Management
New York
$31.9M +$31.9M +263,712 New
LOAMS
187
Lombard Odier Asset Management (Switzerland)
Switzerland
$31.4M +$11.3M +93,777 +56%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$31.4M -$1.91M -15,777 -6%
VDI
189
Vaughan David Investments
Illinois
$30.5M +$3.99K +33 +0%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$30.4M -$36.6M -302,761 -55%
Mitsubishi UFJ Asset Management
191
Mitsubishi UFJ Asset Management
Japan
$30M +$786K +6,497 +3%
CTB
192
Country Trust Bank
Illinois
$29.9M -$92.7K -767 -0.3%
ACI
193
AMP Capital Investors
Australia
$29.4M -$859K -7,194 -3%
CT
194
Cambridge Trust
Massachusetts
$28.9M +$10.5M +86,883 +57%
Royal London Asset Management
195
Royal London Asset Management
United Kingdom
$28.8M -$2.09M -17,287 -7%
ZIC
196
ZWJ Investment Counsel
Georgia
$28.5M +$901K +7,449 +3%
LPL Financial
197
LPL Financial
California
$28.2M -$1.16M -9,578 -4%
TAM
198
Todd Asset Management
Kentucky
$28.1M -$1.63M -13,467 -5%
SEI Investments
199
SEI Investments
Pennsylvania
$28M -$5.66M -46,757 -17%
SG Americas Securities
200
SG Americas Securities
New York
$27.9M +$6.92M +57,223 +33%
6 7
8
9 10