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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 %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$9.92M -$98.1K -1,030 -1%
BC
302
Bartlett & Co
Ohio
$9.92M -$98.1K -1,030 -1%
QT
303
Quantbot Technologies
New York
$9.82M +$8.8M +92,479 +863%
SFI
304
Susquehanna Fundamental Investments
Pennsylvania
$9.82M +$9.82M +103,100 New
KPCM
305
Kings Point Capital Management
New York
$9.64M +$340K +3,573 +4%
WF
306
Welch & Forbes
Massachusetts
$9.55M -$902K -9,474 -9%
KeyBank National Association
307
KeyBank National Association
Ohio
$9.49M -$74K -777 -0.8%
SIM
308
Sprucegrove Investment Management
Ontario, Canada
$9.49M -$2.87M -30,200 -23%
SOMRS
309
State of Michigan Retirement System
Michigan
$9.49M -$5.15M -54,129 -35%
PP
310
Paloma Partners
Connecticut
$9.48M +$9.48M +99,595 New
AHB
311
Abner Herrman & Brock
New Jersey
$9.43M -$4.33M -45,509 -31%
FT
312
Fiduciary Trust
Massachusetts
$9.42M -$662K -6,959 -7%
CTA
313
Chesley Taft & Associates
Illinois
$9.37M -$118K -1,244 -1%
MSA
314
Mason Street Advisors
Wisconsin
$8.97M -$143K -1,499 -2%
IMOV
315
Investment Management of Virginia
Virginia
$8.85M +$3.81M +40,057 +76%
SAM
316
Silvercrest Asset Management
New York
$8.84M -$452K -4,750 -5%
MLICM
317
Metropolitan Life Insurance Company (MetLife)
New York
$8.83M -$2.32M -24,367 -21%
EP
318
Edgestream Partners
New Jersey
$8.77M +$3.81M +40,070 +77%
SPIA
319
Steward Partners Investment Advisory
New York
$8.59M +$1.23M +12,932 +17%
MOACM
320
Mutual of America Capital Management
New York
$8.57M -$135K -1,415 -2%
SPC
321
Stewart & Patten Company
California
$8.47M +$5.06M +53,102 +148%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$8.23M -$541K -5,684 -6%
NAM
323
NorthCoast Asset Management
Connecticut
$8.19M +$8.19M +86,019 New
KA
324
KLCM Advisors
Wisconsin
$8.18M +$8.18M +85,908 New
CIBC World Market
325
CIBC World Market
Ontario, Canada
$8.11M -$10.1M -105,891 -55%
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