AXP icon

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 %
MLICM
326
Metropolitan Life Insurance Company (MetLife)
New York
$8.81M -$490K -4,884 -5%
DnB Asset Management
327
DnB Asset Management
Norway
$8.71M +$725K +7,228 +9%
Daiwa Securities Group
328
Daiwa Securities Group
Japan
$8.71M -$12.5K -106 -0.1%
MOACM
329
Mutual of America Capital Management
New York
$8.52M -$509K -5,079 -6%
WIC
330
Willis Investment Counsel
Georgia
$8.43M +$20.8K +207 +0.2%
SAM
331
Silvercrest Asset Management
New York
$8.25M -$1.06M -10,529 -11%
SI
332
Stephens Inc
Arkansas
$8.16M +$1.36M +13,551 +20%
KA
333
KLCM Advisors
Wisconsin
$8.06M -$549K -5,480 -6%
GRQ
334
Gardner Russo & Quinn
Pennsylvania
$8.01M -$3.17M -31,655 -28%
WT
335
Whittier Trust
California
$7.97M -$116K -1,159 -1%
Public Sector Pension Investment Board (PSP Investments)
336
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.9M +$1.52M +15,140 +24%
TAM
337
Tocqueville Asset Management
New York
$7.71M -$71.5K -713 -0.9%
FCMC
338
Founders Capital Management (Connecticut)
Connecticut
$7.7M -$207K -2,068 -3%
SCM
339
Shelton Capital Management
Colorado
$7.68M +$479K +4,783 +7%
NEI
340
Northwest & Ethical Investments
Ontario, Canada
$7.62M +$101K +1,007 +1%
ECG
341
Edge Capital Group
Georgia
$7.59M +$101K +1,005 +1%
WAS
342
Wesleyan Assurance Society
United Kingdom
$7.52M – – –
ZCM
343
Ziegler Capital Management
Illinois
$7.47M -$20.6M -205,976 -73%
IP
344
Interval Partners
New York
$7.41M +$7.41M +73,945 New
GCGDR
345
Geo Capital Gestora de Recursos
Brazil
$7.36M +$706K +7,046 +11%
IG
346
ING Group
Netherlands
$7.32M +$3.22M +32,164 +79%
CFG
347
Citizens Financial Group
Rhode Island
$7.29M -$393K -3,915 -5%
IIC
348
Ironwood Investment Counsel
Arizona
$7.24M +$236K +2,355 +3%
GAG
349
GM Advisory Group
New York
$7.24M – – –
DILIC
350
Dai-ichi Life Insurance Company
Japan
$7.19M -$12.2K -122 -0.2%
12 13
14
15 16