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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 %
RCM
751
RNC Capital Management
California
$1.16M -$4.53M -47,550 -80%
TU
752
TDAM USA
Ontario, Canada
$1.16M -$54K -571 -4%
KHLMVGHM
753
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.15M – – –
PIM
754
Profit Investment Management
Maryland
$1.15M – – –
AW
755
ACG Wealth
Georgia
$1.15M -$56.7K -596 -5%
QI
756
QS Investors
New York
$1.14M -$2.29K -24 -0.2%
PCA
757
Personal Capital Advisors
California
$1.14M +$611K +6,420 +116%
BSA
758
Bull Street Advisors
Georgia
$1.14M +$28.6K +300 +3%
IAA
759
Independent Advisor Alliance
North Carolina
$1.13M +$421K +4,424 +60%
SSWM
760
Smith Salley Wealth Management
North Carolina
$1.13M -$8.95K -94 -0.8%
GAM
761
Gotham Asset Management
New York
$1.12M -$4.91M -51,524 -81%
WKWM
762
Walter & Keenan Wealth Management
Indiana
$1.11M +$1.11M +11,700 New
FBC
763
Fairfield, Bush & Co
Connecticut
$1.11M – – –
VF
764
Virtu Financial
New York
$1.11M +$1.11M +11,621 New
JT
765
Jump Trading
Illinois
$1.1M +$1.1M +11,596 New
LT
766
Lindsell Train
United Kingdom
$1.1M +$1.1M +11,600 New
ACP
767
Arcus Capital Partners
Georgia
$1.1M – – –
GJIC
768
Gamble Jones Investment Counsel
California
$1.1M -$5.71K -60 -0.5%
RIL
769
Rothschild Investment LLC
Illinois
$1.1M -$240K -2,526 -18%
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
$1.09M -$41K -430 -4%
B
771
Bailard
California
$1.08M +$116K +1,223 +12%
IFWM
772
Institute for Wealth Management
Colorado
$1.08M +$11.2K +118 +1%
AWCI
773
Alpine Woods Capital Investors
New York
$1.07M +$137K +1,439 +15%
FNBT
774
FineMark National Bank & Trust
Florida
$1.07M -$63.7K -669 -6%
BFG
775
Beacon Financial Group
Texas
$1.07M +$35K +370 +3%
29 30
31
32 33