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American Express
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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
1
Viking Global Investors
Connecticut
$999M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.2B
3
DZ Bank
3
DZ Bank
Germany
$325M
4
Dodge & Cox
4
Dodge & Cox
California
$1.57B
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$521M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$555M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.86B
3
Parnassus Investments
3
Parnassus Investments
California
$85.7M
4
UBS AM
4
UBS AM
Illinois
$412M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
51
Troy Asset Management
United Kingdom
$170M +$4.05M +42,536 +2%
Lazard Asset Management
52
Lazard Asset Management
New York
$169M +$94.7M +995,269 +127%
RL
53
Ruffer LLP
United Kingdom
$169M +$169M +1,682,363 New
BGC
54
Beutel, Goodman & Co
Ontario, Canada
$165M +$55.4M +581,719 +51%
Franklin Resources
55
Franklin Resources
California
$162M +$75M +777,376 +86%
Ameriprise
56
Ameriprise
Minnesota
$161M +$100M +1,053,162 +166%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$155M +$6M +63,033 +4%
AAMU
58
Amundi Asset Management US
Massachusetts
$154M +$64.6M +678,094 +72%
MIHAS
59
Maj Invest Holding A/S
Denmark
$153M +$16.4M +172,166 +12%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$140M -$3.05M -32,034 -2%
Aberdeen Group
61
Aberdeen Group
United Kingdom
$138M +$11.3M +118,949 +9%
CS
62
Credit Suisse
Switzerland
$135M -$5.59M -58,714 -4%
HMP
63
HS Management Partners
New York
$134M -$11.9M -125,260 -8%
MPI
64
Mairs & Power Inc
Minnesota
$132M +$3.99M +41,940 +3%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$130M -$2.9M -30,479 -2%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$123M +$3.57M +37,547 +3%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$121M +$10.1M +105,938 +9%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$118M -$852K -8,945 -0.7%
PAMU
69
Pictet Asset Management (UK)
United Kingdom
$116M +$14.8M +155,092 +15%
GI
70
GAMCO Investors
Connecticut
$115M -$23.6M -248,248 -17%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$112M -$4.2M -44,095 -4%
CI Investments Inc
72
CI Investments Inc
Ontario, Canada
$110M +$20.8M +218,964 +23%
Axa
73
Axa
France
$106M +$10.8M +113,097 +11%
AllianceBernstein
74
AllianceBernstein
Tennessee
$106M +$4.4M +46,244 +4%
GF
75
Gabelli Funds
New York
$105M -$6.29M -66,100 -6%
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