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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 %
OCM
501
One Capital Management
California
$3.12M +$288K +3,025 +10%
PBC
502
Pavion Blue Capital
California
$3.12M +$15.5K +163 +0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
503
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.03M -$94.4M -991,813 -97%
WSCM
504
Wellington Shields Capital Management
New York
$3.03M -$1.59M -16,665 -34%
WIA
505
Wealthstreet Investment Advisors
Texas
$3.01M +$4.76K +50 +0.2%
Cerity Partners
506
Cerity Partners
New York
$3M +$1.76M +18,478 +142%
PGFC
507
Peapack-Gladstone Financial Corp
New Jersey
$2.99M -$34.7K -364 -1%
BCM
508
Birmingham Capital Management
Alabama
$2.98M +$281K +2,950 +10%
BP
509
BBR Partners
New York
$2.97M -$78.5K -825 -3%
ACM
510
Adalta Capital Management
New York
$2.95M -$148K -1,560 -5%
TAM
511
Taurus Asset Management
New York
$2.95M -$38.1K -400 -1%
FIB
512
First Interstate Bank
Montana
$2.94M -$315K -3,303 -10%
Jennison Associates
513
Jennison Associates
New York
$2.92M -$3.85M -40,461 -57%
VAS
514
Vestmark Advisory Solutions
Massachusetts
$2.91M +$269K +2,831 +10%
Bessemer Group
515
Bessemer Group
New Jersey
$2.91M -$111M -1,162,536 -97%
CB
516
Cadence Bank
Mississippi
$2.88M -$31.1K -327 -1%
PGIM
517
Pacific Global Investment Management
California
$2.86M +$249K +2,619 +10%
AF
518
Ally Financial
Michigan
$2.86M +$952K +10,000 +50%
AI
519
Atria Investments
North Carolina
$2.86M +$291K +3,054 +11%
SF
520
Synovus Financial
Georgia
$2.84M -$1.34M -14,118 -32%
MCM
521
MAI Capital Management
Ohio
$2.81M -$67.9K -713 -2%
FIM
522
Freedom Investment Management
Connecticut
$2.78M +$258K +2,708 +10%
GA
523
GFS Advisors
Texas
$2.78M +$1.33M +13,920 +91%
BCV
524
Banque Cantonale Vaudoise
Switzerland
$2.77M -$678K -7,118 -20%
EIM
525
Essex Investment Management
Massachusetts
$2.76M +$1.35M +14,195 +96%
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