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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 %
SCA
526
Stokes Capital Advisors
South Carolina
$2.75M +$75K +788 +3%
CA
527
Clearstead Advisors
Ohio
$2.75M +$943K +9,906 +52%
MMA
528
Miracle Mile Advisors
California
$2.72M +$2.72M +28,577 New
IEFM
529
IQ EQ Fund Management
Ireland
$2.71M – – –
SLI
530
Sumitomo Life Insurance
Japan
$2.71M -$259K -2,717 -9%
LSERS
531
Louisiana State Employees Retirement System
Louisiana
$2.7M -$9.52K -100 -0.4%
PPSG
532
Princeton Portfolio Strategies Group
New Jersey
$2.66M -$142K -1,491 -5%
SCM
533
Silvant Capital Management
Georgia
$2.62M -$164K -1,718 -6%
CT
534
Chicago Trust
Illinois
$2.61M -$95.9K -1,007 -4%
BFEC
535
Benjamin F. Edwards & Company
Missouri
$2.6M -$125K -1,315 -5%
FP
536
Factorial Partners
New York
$2.6M +$1.43M +15,000 +122%
RBA
537
Richard Bernstein Advisors
New York
$2.59M – – –
EOJOAM
538
E. Ohman J:or Asset Management
Sweden
$2.57M +$257K +2,700 +11%
FNFDCM
539
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.57M -$5.71K -60 -0.2%
X
540
Xponance
Pennsylvania
$2.56M +$2.56M +26,901 New
AWM
541
AE Wealth Management
Kansas
$2.52M +$86.7K +911 +4%
SM
542
Sciencast Management
New Jersey
$2.51M +$2.51M +26,618 New
AP
543
Advisor Partners
California
$2.48M +$392K +4,116 +19%
VCA
544
Verdence Capital Advisors
Maryland
$2.48M -$471K -4,944 -16%
PI
545
PineBridge Investments
New York
$2.48M +$479K +5,033 +24%
FNT
546
First National Trust
Pennsylvania
$2.45M +$113K +1,183 +5%
FMTC
547
Farmers & Merchants Trust Company
California
$2.45M +$38.2K +401 +2%
Nomura Holdings
548
Nomura Holdings
Japan
$2.44M +$2.01M +20,435 +473%
CAM
549
CenterStar Asset Management
Illinois
$2.38M -$2.05M – –
BL
550
Bleichroeder LP
New York
$2.38M – – –
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