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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 %
Aviva
201
Aviva
United Kingdom
$27.8M +$1.12M +9,243 +4%
CK
202
Cohen Klingenstein
New York
$27.7M -$8.59K -71 -0%
FAF
203
Fjarde Ap-fonden
Sweden
$27.1M +$822K +6,800 +3%
AA
204
ALPS Advisors
Colorado
$27M +$274K +2,268 +1%
Victory Capital Management
205
Victory Capital Management
Texas
$27M -$418K -3,460 -2%
Squarepoint
206
Squarepoint
New York
$26.5M +$26.5M +219,475 New
Calamos Advisors
207
Calamos Advisors
Illinois
$26.3M +$6.5M +53,769 +33%
Neuberger Berman Group
208
Neuberger Berman Group
New York
$26.2M -$1.27M -10,507 -5%
Nomura Asset Management
209
Nomura Asset Management
Japan
$25.9M +$3.8M +31,411 +17%
HIMC
210
Heritage Investors Management Corp
Maryland
$25.9M -$604K -4,997 -2%
ACM
211
Aquamarine Capital Management
New York
$25.4M – – –
PMG
212
Private Management Group
California
$24.8M -$1.14M -9,440 -4%
ASRS
213
Arizona State Retirement System
Arizona
$24.6M -$545K -4,511 -2%
Boston Partners
214
Boston Partners
Massachusetts
$24.5M -$24M -198,230 -49%
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$23.8M +$341K +2,819 +1%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$23.8M -$243K -2,011 -1%
NAM
217
NorthCoast Asset Management
Connecticut
$23.8M +$5.7M +47,054 +31%
ESBC
218
E.S. Barr & Co
Kentucky
$23.4M -$272K -2,250 -1%
AIA
219
Avalon Investment & Advisory
Texas
$23.3M +$22.7K +188 +0.1%
RMA
220
Roffman Miller Associates
Pennsylvania
$23M +$6.72M +79,452 +41%
ACA
221
Anchor Capital Advisors
Massachusetts
$22.9M +$599K +4,951 +3%
Macquarie Group
222
Macquarie Group
Australia
$22.7M -$13.6M -112,688 -37%
WBC
223
Westpac Banking Corp
Australia
$22.6M +$6.58M +54,450 +41%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$22.6M +$274K +2,264 +1%
M&T Bank
225
M&T Bank
New York
$21.8M -$1.02M -8,421 -4%
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