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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 %
MCM
601
Murphy Capital Management
New Jersey
$1.97M -$24.7K -260 -1%
MCM
602
Mitchell Capital Management
Kansas
$1.97M +$386K +4,054 +24%
TRCT
603
Tower Research Capital (TRC)
New York
$1.97M +$892K +9,366 +83%
HSA
604
Hussman Strategic Advisors
Maryland
$1.95M -$1.45M -15,250 -43%
ACM
605
Azimuth Capital Management
Michigan
$1.95M +$20.9K +220 +1%
GFPC
606
Global Financial Private Capital
Florida
$1.92M +$74.6K +783 +4%
PH
607
Pinnacle Holdings
Oklahoma
$1.91M +$17K +179 +0.9%
ODCM
608
Old Dominion Capital Management
Virginia
$1.88M +$14.9K +156 +0.8%
HCM
609
Horan Capital Management
Maryland
$1.86M -$644K -6,767 -26%
RRAM
610
River Road Asset Management
Kentucky
$1.85M +$239K +2,511 +15%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$1.84M +$148K +1,554 +9%
CG
612
Cutler Group
California
$1.83M +$1.81M +18,994 +9,497%
HTC
613
Haverford Trust Company
Pennsylvania
$1.82M -$15.7K -165 -0.9%
BZWA
614
Blue Zone Wealth Advisors
California
$1.82M +$1.82M +19,102 New
OSIA
615
O'Shares Investment Advisers
Massachusetts
$1.82M +$1.82M +19,073 New
EHWM
616
Eads & Heald Wealth Management
Georgia
$1.8M -$5.9K -62 -0.3%
CC
617
Courier Capital
New York
$1.8M +$56.7K +601 +3%
Primecap Management
618
Primecap Management
California
$1.79M – – –
COI
619
Connable Office Inc
Michigan
$1.79M -$181K -1,900 -9%
BFIM
620
Beese Fulmer Investment Management
Ohio
$1.77M +$172K +1,806 +11%
RC
621
Roundview Capital
New Jersey
$1.76M -$192K -2,019 -10%
UB
622
UMB Bank
Missouri
$1.76M -$34.8K -366 -2%
PCI
623
Pacifica Capital Investments
Texas
$1.76M – – –
MVA
624
Mount Vernon Associates
Maryland
$1.75M – – –
CCM
625
Condor Capital Management
New Jersey
$1.73M -$9.9K -104 -0.6%
23 24
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