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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 %
WOC
626
West Oak Capital
California
$1.73M +$110K +1,160 +7%
NA
627
NewEdge Advisors
Louisiana
$1.73M +$283K +2,972 +20%
PRS
628
Pinkerton Retirement Specialists
Idaho
$1.73M +$1.25M +13,117 +260%
BB
629
Busey Bank
Illinois
$1.72M – – –
HIM
630
Hotaling Investment Management
Pennsylvania
$1.72M +$1.72M +18,043 New
EWM
631
Evercore Wealth Management
New York
$1.7M +$167K +1,749 +11%
V
632
ValueWorks
New York
$1.69M -$87.9K -923 -5%
SCM
633
Snow Capital Management
Pennsylvania
$1.69M +$713K +7,492 +73%
LIA
634
LS Investment Advisors
Michigan
$1.69M -$709K -7,447 -30%
CA
635
Callahan Advisors
Texas
$1.69M -$16.5K -173 -1%
BDWM
636
Brewin Dolphin Wealth Management
Ireland
$1.68M -$66.6K -700 -4%
JCM
637
Jag Capital Management
Missouri
$1.68M +$85.3K +896 +5%
BBWA
638
Bell & Brown Wealth Advisors
California
$1.68M +$82.9K +874 +5%
VLC
639
Van Leeuwen & Company
New Jersey
$1.66M +$1.66M +17,469 New
TK
640
TIAA Kaspick
Massachusetts
$1.66M -$42.8K -450 -3%
SWP
641
Strategic Wealth Partners
Ohio
$1.66M +$340K +3,572 +26%
AC
642
Allstate Corporation
Illinois
$1.64M -$317K -3,334 -16%
BOS
643
Bank of Stockton
California
$1.64M -$257K -2,700 -14%
PFSC
644
Peoples Financial Services Corp
Pennsylvania
$1.64M – – –
IRF
645
IBM Retirement Fund
New York
$1.61M -$46.2K -485 -3%
CFGS
646
Concourse Financial Group Securities
Alabama
$1.61M +$311K +3,261 +24%
BFA
647
Brendel Financial Advisors
New Hampshire
$1.6M – – –
HSA
648
HBK Sorce Advisory
Pennsylvania
$1.6M +$186K +1,952 +13%
BL
649
BFSG LLC
California
$1.6M +$95.7K +1,005 +6%
VLKIM
650
Van Lanschot Kempen Investment Management
Netherlands
$1.59M +$363K +3,814 +30%
24 25
26
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