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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 %
MME
726
Meag Munich Ergo
Germany
$1.26M +$761K +7,995 +152%
KIA
727
KCM Investment Advisors
California
$1.26M +$11.2K +118 +0.9%
VMPIC
728
Varma Mutual Pension Insurance Co
Finland
$1.26M +$1.26M +13,223 New
Aristotle Capital Management
729
Aristotle Capital Management
California
$1.26M +$47.5K +499 +4%
TBA
730
Tower Bridge Advisors
Pennsylvania
$1.25M – – –
CDH
731
Charles D. Hyman
$1.25M – – –
BSW
732
Buckingham Strategic Wealth
Missouri
$1.25M +$267K +2,806 +27%
SM
733
Scoggin Management
New York
$1.25M +$1.25M +13,100 New
CPA
734
Capital Planning Advisors
California
$1.24M -$1.36M -14,264 -52%
ISL
735
Ingalls & Snyder LLC
New York
$1.22M -$12.7K -133 -1%
FIM
736
Fruth Investment Management
Texas
$1.21M +$85.6K +900 +8%
GHAM
737
Gilman Hill Asset Management
Connecticut
$1.21M +$22.8K +240 +2%
FSA
738
Franklin Street Advisors
North Carolina
$1.2M -$6.02M -63,275 -83%
BO
739
BRR OpCo
Ohio
$1.2M -$36.5K -383 -3%
CA
740
Cetera Advisors
Colorado
$1.2M +$112K +1,181 +10%
FWM
741
Frontier Wealth Management
Missouri
$1.19M +$12.5K +131 +1%
ACP
742
Aviance Capital Partners
Florida
$1.19M +$13.2K +139 +1%
EH
743
Employers Holdings
Nevada
$1.19M -$195K -2,050 -14%
ABC
744
Associated Banc-Corp
Wisconsin
$1.19M -$2.48K -26 -0.2%
MMPW
745
Mitchell McLeod Pugh & Williams
Alabama
$1.18M +$130K +1,365 +12%
AAS
746
Avantax Advisory Services
Texas
$1.18M +$142K +1,487 +14%
HCM
747
Hilton Capital Management
New York
$1.17M – – –
BFA
748
Benedict Financial Advisors
Georgia
$1.17M +$85.2K +895 +8%
FLPIM
749
F.L. Putnam Investment Management
Massachusetts
$1.17M -$14.5K -152 -1%
WG
750
Welch Group
Alabama
$1.17M +$80.1K +842 +7%
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