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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 %
NG
651
Northstar Group
New York
$1.58M +$155K +1,623 +11%
BRWA
652
B. Riley Wealth Advisors
Florida
$1.58M +$518K +5,441 +49%
HCM
653
Howland Capital Management
Massachusetts
$1.58M – – –
AWM
654
Avitas Wealth Management
California
$1.57M +$1.57M +16,534 New
BA
655
Bennicas & Associates
California
$1.57M -$1.33K -14 -0.1%
SC
656
SouthState Corp
Florida
$1.56M -$80.6K -846 -5%
CCG
657
Ceeto Capital Group
Florida
$1.56M +$25.5K +268 +2%
AWM
658
Avior Wealth Management
Nebraska
$1.56M +$40.5K +426 +3%
PWMAG
659
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M +$46.3K +486 +3%
AR
660
Advisory Research
Illinois
$1.55M -$485K -5,091 -24%
BFO
661
Boston Family Office
Massachusetts
$1.55M – – –
JCM
662
Jacobi Capital Management
Pennsylvania
$1.55M +$266K +2,787 +21%
ECM
663
Everence Capital Management
Indiana
$1.55M – – –
KRSITF
664
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.55M -$391K -4,104 -20%
MIA
665
MainStreet Investment Advisors
Illinois
$1.55M -$357K -3,755 -19%
CLOS
666
Compagnie Lombard Odier SCmA
Switzerland
$1.53M -$2.47M -25,950 -62%
FAAS
667
First Allied Advisory Services
California
$1.53M -$205K -2,151 -12%
PAM
668
Private Asset Management
California
$1.53M – – –
WIS
669
Wright Investors Service
Connecticut
$1.52M -$2.57M -27,015 -63%
AT
670
Arden Trust
Delaware
$1.52M -$41.9K -440 -3%
BBA
671
BLB&B Advisors
Pennsylvania
$1.52M -$54.2K -569 -3%
Bank Julius Baer & Co
672
Bank Julius Baer & Co
Switzerland
$1.51M -$289K -3,034 -16%
Walleye Trading
673
Walleye Trading
New York
$1.51M +$1.51M +15,810 New
TIAM
674
TT International Asset Management
United Kingdom
$1.5M -$1.06M -11,189 -41%
SIM
675
Stratos Investment Management
Ohio
$1.5M +$216K +2,264 +17%
25 26
27
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