AXP icon

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 %
COPPSERS
476
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.59M -$488K -5,124 -12%
MCA
477
Mercer Capital Advisers
New Jersey
$3.58M +$2K +21 +0.1%
CCG
478
Chatham Capital Group
Georgia
$3.56M -$56.2K -590 -2%
ACP
479
Ashfield Capital Partners
California
$3.5M +$165K +1,729 +5%
KRS
480
Kentucky Retirement Systems
Kentucky
$3.5M -$864K -9,078 -20%
UF
481
Univest Financial
Pennsylvania
$3.49M +$3.49M +36,666 New
V
482
Veritable
Delaware
$3.47M -$197K -2,072 -5%
DMC
483
Drexel Morgan & Co
Pennsylvania
$3.46M +$2.76K +29 +0.1%
NMIMC
484
Northwestern Mutual Investment Management Company
Wisconsin
$3.45M +$123K +1,287 +4%
CIP
485
Chartwell Investment Partners
Pennsylvania
$3.41M +$809K +8,503 +31%
OMC
486
Overbrook Management Corp
New York
$3.37M +$7.62K +80 +0.2%
BBVA
487
Banco Bilbao Vizcaya Argentaria
Spain
$3.35M +$1.6M +16,845 +92%
Wealthfront Advisers
488
Wealthfront Advisers
California
$3.34M -$218K -2,295 -6%
Citadel Advisors
489
Citadel Advisors
Florida
$3.31M -$10.6M -111,694 -76%
CCM
490
Coldstream Capital Management
Washington
$3.31M +$698K +7,328 +27%
WTC
491
WhitTier Trust Company
Nevada
$3.3M -$51.8K -544 -2%
MHC
492
Meyer Handelman Company
New York
$3.29M – – –
FMT
493
First Mercantile Trust
Tennessee
$3.29M +$750K +7,876 +30%
AIC
494
Argus Investors Counsel
New York
$3.28M +$86.2K +905 +3%
SC
495
Searle & Co
Connecticut
$3.23M – – –
HCMT
496
Highland Capital Management (Tennessee)
Tennessee
$3.22M +$13.6K +143 +0.4%
BAM
497
Barrett Asset Management
New York
$3.18M – – –
CBT
498
Central Bank & Trust
Kentucky
$3.18M -$265K -2,784 -8%
OAM
499
Oppenheimer Asset Management
New York
$3.17M +$5.9K +62 +0.2%
SAM
500
SP Asset Management
California
$3.15M -$20.8K -218 -0.7%
18 19
20
21 22