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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
1
Viking Global Investors
Connecticut
$999M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.2B
3
DZ Bank
3
DZ Bank
Germany
$325M
4
Dodge & Cox
4
Dodge & Cox
California
$1.57B
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$521M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$555M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.86B
3
Parnassus Investments
3
Parnassus Investments
California
$85.7M
4
UBS AM
4
UBS AM
Illinois
$412M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$459M +$49.1M +515,837 +12%
Artisan Partners
27
Artisan Partners
Wisconsin
$457M -$19.2M -201,245 -4%
Invesco
28
Invesco
Georgia
$415M -$121M -1,275,235 -23%
UBS AM
29
UBS AM
Illinois
$412M -$210M -2,203,496 -34%
Goldman Sachs
30
Goldman Sachs
New York
$411M -$67.5M -709,202 -14%
Legal & General Group
31
Legal & General Group
United Kingdom
$399M -$3.08M -32,383 -0.8%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$354M +$51.8M +547,042 +17%
Charles Schwab
33
Charles Schwab
California
$338M +$10.3M +108,029 +3%
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$334M +$11.9M +125,258 +4%
DZ Bank
35
DZ Bank
Germany
$325M +$323M +3,394,615 +15,575%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$284M +$81.7M +864,787 +40%
First Eagle Investment Management
37
First Eagle Investment Management
New York
$283M -$81.1M -851,989 -22%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$280M -$6.08M -63,867 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$252M +$14.4M +150,960 +6%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$223M -$29.5M -326,209 -12%
Wells Fargo
41
Wells Fargo
California
$221M -$52.4M -549,980 -19%
Allianz Asset Management
42
Allianz Asset Management
Germany
$216M -$45.5M -477,425 -17%
Harris Associates
43
Harris Associates
Illinois
$210M +$14.8M +155,622 +8%
PPA
44
Parametric Portfolio Associates
Washington
$209M -$9.81M -103,062 -4%
TCM
45
Tybourne Capital Management
Hong Kong
$207M +$207M +2,176,232 New
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$184M -$6.6M -69,282 -3%
UBS Group
47
UBS Group
Switzerland
$184M +$13.9M +145,509 +8%
BCF
48
BLS Capital Fondsmaeglerselskab
Denmark
$179M -$3.46M -36,300 -2%
Ninety One (UK)
49
Ninety One (UK)
United Kingdom
$176M +$35M +368,083 +25%
EVM
50
Eaton Vance Management
Massachusetts
$172M -$29.3M -307,811 -15%
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