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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$168M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$188M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
4
Goldman Sachs
Goldman Sachs
New York
$309M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
301
Bartlett & Co
Ohio
$10.4M -$51.8K -517 -0.5%
BCWM
302
Bartlett & Co Wealth Management
Ohio
$10.4M -$51.8K -517 -0.5%
Fidelity International
303
Fidelity International
Bermuda
$10.3M +$3.02M +30,121 +41%
NCM
304
Noesis Capital Mangement
Florida
$10.3M -$380K -3,790 -4%
Nomura Holdings
305
Nomura Holdings
Japan
$10.2M +$7.71M +75,152 +304%
IVA
306
International Value Advisers
$10.2M -$4.87M -48,570 -32%
SPIA
307
Steward Partners Investment Advisory
New York
$10.2M +$1.14M +11,344 +13%
Impax Asset Management Group
308
Impax Asset Management Group
United Kingdom
$10.2M +$2.47M +24,600 +32%
SPC
309
Stewart & Patten Company
California
$10.1M +$1.14M +11,370 +13%
SOMRS
310
State of Michigan Retirement System
Michigan
$9.99M – – –
CTA
311
Chesley Taft & Associates
Illinois
$9.9M +$32K +319 +0.3%
KeyBank National Association
312
KeyBank National Association
Ohio
$9.87M -$126K -1,257 -1%
FT
313
Fiduciary Trust
Massachusetts
$9.65M -$279K -2,784 -3%
WF
314
Welch & Forbes
Massachusetts
$9.46M -$589K -5,879 -6%
CCP
315
Clifford Capital Partners
Utah
$9.39M +$1.06M +10,565 +13%
AHB
316
Abner Herrman & Brock
New Jersey
$9.38M -$543K -5,413 -5%
DekaBank Deutsche Girozentrale
317
DekaBank Deutsche Girozentrale
Germany
$9.37M +$1.19M +12,363 +15%
Los Angeles Capital Management
318
Los Angeles Capital Management
California
$9.34M -$2.49M -24,818 -21%
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$9.2M +$535K +5,332 +6%
MSA
320
Mason Street Advisors
Wisconsin
$9.18M -$264K -2,635 -3%
OC
321
Oppenheimer & Co
New York
$9.02M -$1.71M -17,068 -16%
RGI
322
River Global Investors
United Kingdom
$8.95M +$1.46M +14,610 +20%
IMOV
323
Investment Management of Virginia
Virginia
$8.95M -$371K -3,698 -4%
CNAM
324
Campbell Newman Asset Management
Wisconsin
$8.87M +$8.87M +88,482 New
Creative Planning
325
Creative Planning
Kansas
$8.84M +$994K +9,917 +13%
11 12
13
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