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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 %
SCP
376
Seizert Capital Partners
Michigan
$6.13M +$6.13M +61,188 New
MA
377
Montag & Associates
Georgia
$6.1M -$1.21M -12,026 -17%
COPPSERS
378
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.06M +$2.27M +22,683 +60%
SAM
379
Securian Asset Management
Minnesota
$6.01M -$159K -1,587 -3%
TNB
380
TCF National Bank
South Dakota
$5.98M -$149K -1,488 -2%
BUB
381
BBVA USA Bancshares
Texas
$5.98M -$667K -6,726 -10%
B
382
BP
United Kingdom
$5.89M -$481K -4,800 -8%
GAM
383
Griffin Asset Management
New York
$5.76M -$656K -6,547 -10%
OCM
384
Olstein Capital Management
New York
$5.71M – – –
II
385
IFM Investors
Australia
$5.68M +$563K +5,619 +11%
MIM
386
Marco Investment Management
Georgia
$5.67M +$5.01K +50 +0.1%
KFP
387
KMG Fiduciary Partners
Ohio
$5.63M +$746K +7,442 +15%
Wolverine Trading
388
Wolverine Trading
Illinois
$5.61M +$4.66M +47,630 +489%
CWM
389
Calamos Wealth Management
Illinois
$5.59M +$80.9K +807 +1%
BAM
390
Bell Asset Management
Australia
$5.58M +$47.8K +477 +0.9%
ATC
391
Argent Trust Co
Tennessee
$5.56M -$190K -1,893 -3%
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$5.48M -$281K -2,778 -5%
MIM
393
Martin Investment Management
Florida
$5.46M +$350K +3,495 +7%
GI
394
Gradient Investments
Minnesota
$5.39M -$8.46M -84,364 -61%
1IA
395
1834 Investment Advisors
Wisconsin
$5.39M +$237K +2,361 +5%
AUB
396
Atlantic Union Bankshares
Virginia
$5.37M +$232K +2,317 +5%
OPERF
397
Oregon Public Employees Retirement Fund
Oregon
$5.36M -$611K -6,094 -10%
MGIA
398
Matthew Goff Investment Advisor
Texas
$5.35M +$56.9K +568 +1%
SIG
399
Sky Investment Group
Connecticut
$5.29M +$2.01K +20 +0%
CAM
400
Cubic Asset Management
Massachusetts
$5.21M -$144K -1,435 -3%
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