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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 %
IC
676
Investment Counsel
Michigan
$1.48M -$59K -620 -4%
MAM
677
Morse Asset Management
Connecticut
$1.48M -$1.02M -10,685 -41%
III
678
Independent Investors Inc
New York
$1.48M – – –
MC
679
Moors & Cabot
Massachusetts
$1.47M +$176K +1,842 +14%
AWM
680
Altium Wealth Management
New York
$1.47M -$191K -2,005 -11%
PI
681
Pettee Investors
Connecticut
$1.47M +$308K +3,240 +27%
IA
682
IFG Advisory
Georgia
$1.46M +$70.5K +741 +5%
OPCM
683
Osborne Partners Capital Management
California
$1.45M -$4.76K -50 -0.3%
CAM
684
Cresset Asset Management
Illinois
$1.45M -$549K -5,766 -27%
GC
685
Guardian Capital
Ontario, Canada
$1.45M +$486K +5,100 +50%
NGA
686
Naples Global Advisors
Florida
$1.45M +$569K +5,980 +65%
QIM
687
Quantitative Investment Management
Virginia
$1.44M +$1.44M +15,137 New
FA
688
FDx Advisors
Illinois
$1.44M +$275K +2,893 +24%
WT
689
Washington Trust
Rhode Island
$1.42M -$56.2K -592 -4%
O
690
Ossiam
France
$1.42M +$1.39M +14,578 +4,263%
MCG
691
MACRO Consulting Group
New Jersey
$1.39M +$15.1K +158 +1%
AC
692
Arjuna Capital
North Carolina
$1.38M -$32.7K -343 -2%
RHBC
693
R.H. Bluestein & Co
Michigan
$1.38M -$7.89M -82,886 -85%
SC
694
Sawyer & Company
Massachusetts
$1.37M +$701K +7,364 +104%
B
695
Barings
North Carolina
$1.37M – – –
PA
696
Profund Advisors
Maryland
$1.37M +$31K +326 +2%
SAM
697
Selway Asset Management
$1.37M +$26.2K +275 +2%
CCFCSB
698
Cape Cod Five Cents Savings Bank
Massachusetts
$1.37M -$58.4K -613 -4%
RWP
699
RWA Wealth Partners
Massachusetts
$1.37M +$7.9K +83 +0.6%
BRC
700
Bell Rock Capital
Delaware
$1.37M +$160K +1,684 +13%
26 27
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