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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
1
Wellington Management Group
Massachusetts
$3.7B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$405M
3
Franklin Resources
3
Franklin Resources
California
$349M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$433M
5
Ameriprise
5
Ameriprise
Minnesota
$263M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$168M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$188M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.01B
4
Goldman Sachs
4
Goldman Sachs
New York
$309M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$444M -$83.2M -829,932 -16%
First Eagle Investment Management
27
First Eagle Investment Management
New York
$433M +$135M +1,344,745 +45%
DZ Bank
28
DZ Bank
Germany
$420M +$77.7M +775,054 +23%
Legal & General Group
29
Legal & General Group
United Kingdom
$409M -$10.7M -106,423 -3%
Invesco
30
Invesco
Georgia
$407M -$30M -299,635 -7%
Lazard Asset Management
31
Lazard Asset Management
New York
$405M +$227M +2,263,322 +127%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$353M +$1.24M +12,334 +0.4%
Franklin Resources
33
Franklin Resources
California
$349M +$180M +1,800,366 +107%
Charles Schwab
34
Charles Schwab
California
$343M -$12.8M -128,012 -4%
Goldman Sachs
35
Goldman Sachs
New York
$309M -$124M -1,234,007 -29%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$294M -$81.3M -810,483 -22%
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$287M -$14.6M -146,027 -5%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$276M -$19.5M -194,881 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$273M +$7.46M +74,380 +3%
Ameriprise
40
Ameriprise
Minnesota
$263M +$93.4M +932,223 +55%
TCM
41
Tybourne Capital Management
Hong Kong
$224M +$5.72M +57,040 +3%
Harris Associates
42
Harris Associates
Illinois
$223M +$1.43M +14,296 +0.6%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$217M -$33.2M -326,548 -13%
PPA
44
Parametric Portfolio Associates
Washington
$217M -$3.86M -38,473 -2%
BGC
45
Beutel, Goodman & Co
Ontario, Canada
$205M +$31.6M +315,348 +18%
Wells Fargo
46
Wells Fargo
California
$205M -$27.8M -277,589 -12%
Allianz Asset Management
47
Allianz Asset Management
Germany
$203M -$24.2M -241,170 -11%
BCF
48
BLS Capital Fondsmaeglerselskab
Denmark
$203M +$14.8M +147,376 +8%
AAMU
49
Amundi Asset Management US
Massachusetts
$192M +$29.5M +294,176 +18%
Nordea Investment Management
50
Nordea Investment Management
Sweden
$188M -$365M -3,671,629 -66%
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