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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 %
NAM
251
NorthCoast Asset Management
Connecticut
$15M +$6.36M +63,431 +74%
CG
252
Colony Group
Massachusetts
$15M -$173K -1,722 -1%
MA
253
MUFG Americas
New York
$15M +$156K +1,552 +1%
SBWIC
254
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.8M -$12.2K -122 -0.1%
NWM
255
Nicola Wealth Management
British Columbia, Canada
$14.8M +$2.11M +21,000 +17%
Jane Street
256
Jane Street
New York
$14.7M -$25.3M -252,670 -63%
KFC
257
Klingenstein Fields & Co
New York
$14.6M -$662K -6,601 -4%
CCA
258
Cobblestone Capital Advisors
New York
$14.4M +$60.3K +601 +0.4%
Baillie Gifford & Co
259
Baillie Gifford & Co
United Kingdom
$14.2M – – –
EP
260
Edgestream Partners
New Jersey
$14.2M +$4.94M +49,314 +54%
QP
261
Quilter Plc
United Kingdom
$14.1M +$375K +3,742 +3%
CB
262
Commerce Bank
Missouri
$14.1M -$623K -6,219 -4%
NIPH
263
NN Investment Partners Holdings
Netherlands
$13.9M -$152K -1,515 -1%
WJWM
264
Williams Jones Wealth Management
New York
$13.7M +$80.3K +801 +0.6%
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$13.5M +$376K +3,747 +3%
Two Sigma Advisers
266
Two Sigma Advisers
New York
$13.4M -$35.5M -353,900 -73%
WRF
267
Waddell & Reed Financial
Kansas
$13.4M +$13.4M +133,577 New
WBC
268
Westpac Banking Corp
Australia
$13.3M +$961K +9,588 +8%
FDCDDQ
269
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.2M +$398K +3,962 +3%
BFS
270
Bradley Foster & Sargent
Connecticut
$13.1M +$13.1M +131,077 New
ZIM
271
Zacks Investment Management
Illinois
$13M -$5.54M -55,239 -30%
CFB
272
Cullen/Frost Bankers
Texas
$13M -$1.32M -13,207 -9%
Public Employees Retirement Association of Colorado
273
Public Employees Retirement Association of Colorado
Colorado
$12.9M -$38.5K -384 -0.3%
Twin Tree Management
274
Twin Tree Management
Texas
$12.8M +$6.23M +62,178 +95%
PA
275
Pinnacle Associates
New York
$12.7M +$93.5K +933 +0.7%
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