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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 %
GFI
551
Global Frontier Investments
South Carolina
$2.38M +$2.38M +25,000 New
MUAMU
552
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.38M +$2.38M +25,000 New
EWA
553
EP Wealth Advisors
California
$2.36M -$1.28M -13,411 -35%
Group One Trading
554
Group One Trading
Illinois
$2.35M +$2.35M +24,682 New
FG
555
Fiduciary Group
Georgia
$2.34M -$6.95K -73 -0.3%
WAM
556
World Asset Management
Michigan
$2.34M -$870K -9,141 -27%
HCM
557
Hutner Capital Management
Vermont
$2.3M -$244K -2,566 -10%
BCM
558
Bayesian Capital Management
New York
$2.3M +$1.61M +16,900 +232%
IA
559
IndexIQ Advisors
New York
$2.29M +$2.29M +24,030 New
Mackenzie Financial
560
Mackenzie Financial
Ontario, Canada
$2.27M +$1.14M +11,954 +101%
SFO
561
Stokes Family Office
Louisiana
$2.27M +$539K +5,658 +31%
TCOV
562
Trust Company of Vermont
Vermont
$2.26M +$469K +4,927 +26%
FHB
563
First Hawaiian Bank
Hawaii
$2.25M -$135K -1,415 -6%
CWM
564
Concentric Wealth Management
California
$2.24M +$979K +10,280 +78%
CCM
565
Covington Capital Management
California
$2.24M -$19K -200 -0.8%
FMWA
566
Forvis Mazars Wealth Advisors
Missouri
$2.23M -$249K -2,614 -10%
SCI
567
Stableford Capital II
Arizona
$2.22M +$2.22M +23,325 New
FWIA
568
Fort Washington Investment Advisors
Ohio
$2.21M -$26.3K -276 -1%
BWAM
569
Boyd Watterson Asset Management
Ohio
$2.21M +$73K +767 +3%
SAIG
570
Semper Augustus Investments Group
Colorado
$2.21M -$13.5K -142 -0.6%
AS
571
Altshuler Shaham
Israel
$2.21M +$627K +6,588 +40%
GIM
572
Grassi Investment Management
California
$2.2M +$952 +10 +0%
RC
573
RBF Capital
California
$2.19M +$286K +3,000 +15%
PF
574
Phoenix Financial
Israel
$2.17M +$114K +1,268 +6%
NEAM
575
New England Asset Management
Connecticut
$2.17M – – –
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