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American Express
AXP

Overview Fund Activity

1,556 hedge funds and large institutions have $68.7B invested in American Express in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 484 increasing their positions, 647 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
-17
Holders Change %
-1.08%
% of All Funds
31.48%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.71%
New
106
Increased
484
Reduced
647
Closed
109
Calls
$911M
Puts
$1.38B
Net Calls
-$472M
Net Calls Change
-$55M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.7B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$405M
3
Franklin Resources
3
Franklin Resources
California
$349M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$433M
5
Ameriprise
5
Ameriprise
Minnesota
$263M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$168M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$188M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.01B
4
Goldman Sachs
4
Goldman Sachs
New York
$309M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
226
QV Investors
Alberta, Canada
$17M -$936K -9,340 -5%
EIP
227
Epoch Investment Partners
New York
$17M -$10.8M -108,106 -39%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$16.8M +$91.1K +909 +0.5%
FMI
229
Factory Mutual Insurance
Massachusetts
$16.7M – – –
Osaic Holdings
230
Osaic Holdings
Arizona
$16.7M +$11.2K +112 +0.1%
LOAMS
231
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.7M +$354K +3,534 +2%
GIBU
232
Gulf International Bank (UK)
United Kingdom
$16.6M -$166K -1,656 -1%
TIP
233
Torray Investment Partners
Maryland
$16.6M -$251K -2,507 -1%
DWA
234
Douglass Winthrop Advisors
New York
$16.5M -$4.53M -45,226 -22%
NG
235
NatWest Group
United Kingdom
$16.5M -$14.5K -145 -0.1%
Calamos Advisors
236
Calamos Advisors
Illinois
$16.4M -$846K -8,435 -5%
MIM
237
MetLife Investment Management
New Jersey
$16.4M -$800K -7,980 -5%
SIM
238
Sprucegrove Investment Management
Ontario, Canada
$16M +$5.95M +59,400 +60%
MSL
239
Mackay Shields LLC
New York
$15.9M +$568K +5,665 +4%
CS
240
Candriam SCA
Luxembourg
$15.8M -$8.55M -85,314 -35%
ERSOT
241
Employees Retirement System of Texas
Texas
$15.7M -$6.05M -60,386 -28%
BS
242
Banco Santander
Spain
$15.5M +$3.35M +33,380 +27%
Comerica Bank
243
Comerica Bank
Texas
$15.5M -$32.2K -319 -0.2%
HLCM
244
Hi-Line Capital Management
South Dakota
$15.5M -$1.07M -10,686 -6%
PAM
245
Panagora Asset Management
Massachusetts
$15.4M -$3.55M -35,433 -19%
MIS
246
Morningstar Investment Services
Illinois
$15.4M -$518K -5,295 -3%
SMDAM
247
Sumitomo Mitsui DS Asset Management
Japan
$15.3M -$4.33M -43,155 -22%
CT
248
Cambridge Trust
Massachusetts
$15.3M +$247K +2,463 +2%
SAM
249
Shell Asset Management
Netherlands
$15.2M -$221K -2,208 -1%
NAM
250
North American Management
Massachusetts
$15.1M -$34K -339 -0.2%
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