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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 %
RS
426
Robeco Schweiz
Switzerland
$4.55M -$644K -6,760 -12%
CFA
427
Carroll Financial Associates
North Carolina
$4.47M -$68K -714 -1%
DC
428
Davenport & Co
Virginia
$4.47M +$14.7K +154 +0.3%
CFM
429
Coronation Fund Managers
South Africa
$4.46M +$1.02M +10,702 +30%
WF
430
WoodTrust Financial
Wisconsin
$4.46M +$920K +9,660 +26%
First Trust Advisors
431
First Trust Advisors
Illinois
$4.44M -$5.72M -60,079 -56%
SAM
432
Stansberry Asset Management
Texas
$4.44M +$4.44M +46,634 New
DBT
433
Dubuque Bank & Trust
Iowa
$4.43M -$360K -3,779 -8%
SCM
434
Stanley Capital Management
Texas
$4.43M +$9.52K +100 +0.2%
AIM
435
Arcadia Investment Management
Michigan
$4.42M +$2.14M +22,476 +94%
ECM
436
Elgethun Capital Management
South Dakota
$4.38M -$368K -3,844 -8%
SJL
437
Shayne & Jacobs LLC
Tennessee
$4.38M – – –
EGA
438
Eagle Global Advisors
Texas
$4.36M -$64.2K -674 -1%
TF
439
TIAA FSB
Florida
$4.36M -$203K -2,132 -4%
SWM
440
Stockman Wealth Management
Montana
$4.32M +$280K +2,944 +7%
NMERB
441
New Mexico Educational Retirement Board
New Mexico
$4.3M +$286K +3,000 +7%
CA
442
Cornerstone Advisors
North Carolina
$4.28M -$286K -3,000 -6%
HT
443
Heritage Trust
Oklahoma
$4.27M -$39.5K -415 -0.9%
HF
444
HRT Financial
New York
$4.26M +$4.26M +44,714 New
KA
445
Kintegral Advisory
New York
$4.18M – – –
GIM
446
Goelzer Investment Management
Indiana
$4.15M -$8K -84 -0.2%
CI
447
CX Institutional
Indiana
$4.07M +$859K +9,061 +27%
PWLP
448
Prio Wealth Limited Partnership
Massachusetts
$4.07M -$81K -851 -2%
CGH
449
Crossmark Global Holdings
Texas
$4.06M -$81.4K -855 -2%
NB
450
Norinchukin Bank
Japan
$4.06M -$1.7M -17,862 -30%
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