American Express
AXP
1,723 hedge funds and large institutions have $82.6B invested in American Express in 2020 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 548 increasing their positions, 670 reducing their positions, and 72 closing their positions.
254% more first-time investments, than exits
New positions opened: 255 | Existing positions closed: 72
20% more capital invested
Capital invested by funds: $68.7B → $82.6B (+$13.9B)
11% more funds holding in top 10
Funds holding in top 10: 35 → 39 (+4)
10% more funds holding
Funds holding: 1,560 → 1,723 (+163)
0.31% less ownership
Funds ownership: 85.16% → 84.85% (-0.31%)
18% less repeat investments, than reductions
Existing positions increased: 548 | Existing positions reduced: 670
37% less call options, than puts
Call options by funds: $1.2B | Put options by funds: $1.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$421M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$229M |
| 3 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$176M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$164M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$623M |
| 2 |
ClearBridge Investments
New York
|
-$617M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$222M |
| 4 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$198M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$129M |
AXP Hedge Fund Activity: Q4 2020 in Review
1,723 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q4 2020, worth a combined $82.6B — up 20% from $68.7B a quarter earlier.
Buyers outnumbered sellers: 255 funds opened new AXP positions and 72 closed out — a net gain of 183 holders — while 548 added to existing stakes and 670 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $421M. The largest seller was Viking Global Investors, cutting an estimated $623M.
- 1,723 institutional investors held American Express (AXP) as of Q4 2020, up from 1,560 in Q3 2020.
- Funds reported $82.6B of American Express stock for Q4 2020, up 20% quarter-over-quarter.
- 255 funds opened new American Express positions in Q4 2020 and 72 closed out, a net change of +183 holders.
- The largest American Express buyer in Q4 2020 was Wellington Management Group, an estimated $421M added.
- The largest American Express seller in Q4 2020 was Viking Global Investors, an estimated $623M sold.
Based on aggregated 13F filings for Q4 2020.