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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
+$630M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$621M
3
DZ Bank
DZ Bank
Germany
+$323M
4
Dodge & Cox
Dodge & Cox
California
+$292M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$255M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.27B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$586M
3
Parnassus Investments
Parnassus Investments
California
-$359M
4
UBS AM
UBS AM
Illinois
-$210M
5
ECU
Egerton Capital (UK)
United Kingdom
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Pinnacle Associates
New York
$11.9M +$1.14M +11,927 +11%
KAS
277
Kemnay Advisory Services
New York
$11.9M +$11.9M +125,400 New
URS
278
Utah Retirement Systems
Utah
$11.9M -$276K -2,900 -2%
SOADOR
279
State of Alaska Department of Revenue
Alaska
$11.9M -$1.35M -14,176 -10%
WBC
280
Westpac Banking Corp
Australia
$11.7M -$3.13M -32,828 -21%
DCM
281
Dupont Capital Management
Delaware
$11.6M +$1.53M +16,119 +15%
BS
282
Banco Santander
Spain
$11.6M – – –
ALAM
283
Asahi Life Asset Management
Japan
$11.5M -$680K -7,138 -6%
MNBTD
284
Moody National Bank Trust Division
Texas
$11.4M +$12.2K +128 +0.1%
CCM
285
Chilton Capital Management
Texas
$11.4M +$505K +5,300 +5%
Los Angeles Capital Management
286
Los Angeles Capital Management
California
$11.2M +$1.16M +12,154 +11%
DP
287
Dundas Partners
United Kingdom
$11.2M – – –
ANI
288
American National Insurance
Texas
$11.2M – – –
IGGA
289
Iron Gate Global Advisors
Utah
$11.1M +$465K +4,880 +4%
TPSF
290
Texas Permanent School Fund
Texas
$11.1M -$541K -5,686 -5%
ACA
291
Anchor Capital Advisors
Massachusetts
$11M +$11M +115,733 New
GRQ
292
Gardner Russo & Quinn
Pennsylvania
$10.6M -$961K -10,095 -8%
Mirae Asset Global Investments
293
Mirae Asset Global Investments
South Korea
$10.5M +$4.69M +49,293 +81%
BCIM
294
British Columbia Investment Management
British Columbia, Canada
$10.5M +$3.23M +33,886 +44%
GIP
295
Greatmark Investment Partners
Georgia
$10.4M +$1.04M +10,932 +11%
BSA
296
Braun Stacey Associates
New York
$10.3M -$2.18M -22,902 -17%
CSIC
297
Clifford Swan Investment Counsel
California
$10.3M +$983K +10,328 +11%
OC
298
Oppenheimer & Co
New York
$10.2M -$1.19M -12,457 -10%
NCM
299
Noesis Capital Mangement
Florida
$10.1M -$402K -4,225 -4%
BFA
300
Bragg Financial Advisors
North Carolina
$9.93M +$271K +2,851 +3%
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