AXP icon

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 %
SAM
701
Strategy Asset Managers
California
$1.36M -$50K -525 -4%
BWM
702
Buckley Wealth Management
Nevada
$1.35M +$10K +105 +0.7%
VI
703
Vestcor Inc
New Brunswick, Canada
$1.35M -$22.7K -238 -2%
FSA
704
Fort Sheridan Advisors
Illinois
$1.34M +$181K +1,900 +16%
CNC
705
Canandaigua National Corp
New York
$1.34M +$1.34M +14,021 New
MAM
706
Martingale Asset Management
Massachusetts
$1.33M -$34.2M -358,859 -96%
GT
707
Glenview Trust
Kentucky
$1.33M -$62.5K -657 -4%
SCM
708
SOL Capital Management
Maryland
$1.33M +$54.8K +575 +4%
PI
709
PFS Investments
Georgia
$1.33M +$500K +5,256 +60%
HB
710
Homrich & Berg
Georgia
$1.32M +$516K +5,417 +64%
GG
711
Greenwood Gearhart
Arkansas
$1.31M -$139K -1,463 -10%
BPGAM
712
BTG Pactual Global Asset Management
Bermuda
$1.31M +$1.31M +13,772 New
TPCW
713
TD Private Client Wealth
New York
$1.3M +$765K +8,038 +142%
VC
714
Veracity Capital
Georgia
$1.3M -$5.71K -60 -0.4%
VFA
715
Valeo Financial Advisors
Indiana
$1.3M +$322K +3,378 +33%
WS
716
Wedbush Securities
California
$1.29M -$122K -1,278 -9%
MWM
717
Modera Wealth Management
New Jersey
$1.28M -$14K -147 -1%
SWM
718
SVA Wealth Management
Wisconsin
$1.28M -$215K -2,262 -14%
DAM
719
Doheny Asset Management
California
$1.28M – – –
EH
720
Equitable Holdings
New York
$1.28M +$1.28M +13,388 New
IAS
721
Investment Advisory Services
Texas
$1.27M +$10.5K +110 +0.8%
KCM
722
Kanawha Capital Management
Virginia
$1.27M -$2.57K -27 -0.2%
IWA
723
Intercontinental Wealth Advisors
Texas
$1.27M +$260K +2,728 +26%
GWCM
724
Godshalk Welsh Capital Management
Pennsylvania
$1.27M -$7.14K -75 -0.6%
HCM
725
Hodges Capital Management
Texas
$1.26M -$93.4K -981 -7%
27 28
29
30 31