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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 %
FBA
401
Front Barnett Associates
Illinois
$5.09M -$1.34M -14,076 -21%
GCMG
402
Gyroscope Capital Management Group
Florida
$5.09M +$5.09M +53,425 New
CAM
403
Cubic Asset Management
Massachusetts
$5.08M -$17.6K -185 -0.3%
AIMCA
404
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.05M +$2.38M +25,000 +89%
Cambridge Investment Research Advisors
405
Cambridge Investment Research Advisors
Iowa
$5.04M +$664K +6,979 +15%
SIG
406
Sky Investment Group
Connecticut
$5.03M -$5.71K -60 -0.1%
MGIA
407
Matthew Goff Investment Advisor
Texas
$5.02M +$16.9K +177 +0.3%
PMG
408
ProVise Management Group
Florida
$4.98M +$46.4K +487 +0.9%
MYIA
409
Mount Yale Investment Advisors
Colorado
$4.96M +$4.96M +52,095 New
BBHC
410
Brown Brothers Harriman & Co
New York
$4.95M +$827K +8,690 +20%
PA
411
Perennial Advisors
New York
$4.94M +$193K +2,032 +4%
Connor, Clark & Lunn Investment Management (CC&L)
412
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.94M +$4.94M +51,842 New
1IA
413
1834 Investment Advisors
Wisconsin
$4.89M +$80.3K +843 +2%
RIM
414
Redpoint Investment Management
Australia
$4.89M -$330K -3,465 -6%
AUB
415
Atlantic Union Bankshares
Virginia
$4.88M +$1.35M +14,215 +38%
DJSG
416
D.J. St. Germain
Massachusetts
$4.87M -$3.98M -41,791 -45%
II
417
IFM Investors
Australia
$4.85M -$1.81M -19,040 -27%
MIM
418
Martin Investment Management
Florida
$4.85M +$1.05M +11,057 +28%
1SB
419
1ST Source Bank
Indiana
$4.82M -$71.1K -747 -1%
NSEDCP
420
NJ State Employees Deferred Compensation Plan
New Jersey
$4.76M – – –
TSW
421
Thompson Siegel & Walmsley
Virginia
$4.74M -$1.72M -18,064 -27%
AF
422
Alerus Financial
North Dakota
$4.71M +$28.6K +300 +0.6%
KFP
423
KMG Fiduciary Partners
Ohio
$4.63M +$82.1K +862 +2%
ELC
424
Edgar Lomax Company
Virginia
$4.56M +$114K +1,200 +3%
FCT
425
Family Capital Trust
Massachusetts
$4.55M +$132K +1,385 +3%
15 16
17
18 19