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American Express
AXP

Overview Fund Activity

1,573 hedge funds and large institutions have $65.4B invested in American Express in 2020 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 548 increasing their positions, 595 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+37
Holders Change %
+2.41%
% of All Funds
32.33%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.68%
New
180
Increased
548
Reduced
595
Closed
131
Calls
$708M
Puts
$1.13B
Net Calls
-$417M
Net Calls Change
-$258M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$999M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.2B
3
DZ Bank
DZ Bank
Germany
$325M
4
Dodge & Cox
Dodge & Cox
California
$1.57B
5
Nordea Investment Management
Nordea Investment Management
Sweden
$521M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$555M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.86B
3
Parnassus Investments
Parnassus Investments
California
$85.7M
4
UBS AM
UBS AM
Illinois
$412M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSL
251
Mackay Shields LLC
New York
$14.6M -$1.77M -18,642 -11%
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$14.5M -$666K -6,992 -4%
KFC
253
Klingenstein Fields & Co
New York
$14.5M -$267K -2,809 -2%
CG
254
Colony Group
Massachusetts
$14.4M +$1.17M +12,243 +9%
NAM
255
North American Management
Massachusetts
$14.4M -$81.8K -859 -0.6%
IVA
256
International Value Advisers
$14.3M +$14.3M +150,287 New
SBWIC
257
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.1M -$411K -4,318 -3%
MA
258
MUFG Americas
New York
$14.1M -$108K -1,139 -0.8%
CB
259
Commerce Bank
Missouri
$14M +$274K +2,879 +2%
CT
260
Cambridge Trust
Massachusetts
$14M +$10.4M +111,310 +287%
Two Sigma Investments
261
Two Sigma Investments
New York
$13.9M +$11.4M +119,800 +454%
CCA
262
Cobblestone Capital Advisors
New York
$13.6M +$4.85M +50,962 +55%
CFB
263
Cullen/Frost Bankers
Texas
$13.6M -$939K -9,862 -6%
Baillie Gifford & Co
264
Baillie Gifford & Co
United Kingdom
$13.5M – – –
Rafferty Asset Management
265
Rafferty Asset Management
New York
$13.4M +$9.35M +98,237 +232%
NIPH
266
NN Investment Partners Holdings
Netherlands
$13.3M +$1.71M +17,945 +15%
GI
267
Gradient Investments
Minnesota
$13.2M +$10.1M +105,625 +325%
QP
268
Quilter Plc
United Kingdom
$13.1M +$743K +7,808 +6%
WJWM
269
Williams Jones Wealth Management
New York
$12.9M +$232K +2,437 +2%
MI
270
Markston International
New York
$12.8M -$650K -6,828 -5%
MIFH
271
Migdal Insurance & Financial Holdings
Israel
$12.6M -$9.71M -102,035 -43%
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$12.4M +$1.4M +14,714 +13%
Public Employees Retirement Association of Colorado
273
Public Employees Retirement Association of Colorado
Colorado
$12.3M -$335K -3,523 -3%
FDCDDQ
274
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2M +$8.66M +90,763 +245%
NWM
275
Nicola Wealth Management
British Columbia, Canada
$12M +$12M +126,400 New
9 10
11
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