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 %
PWP
776
Private Wealth Partners
California
$1.07M -$2.43M -25,518 -69%
CBB
777
Citizens Business Bank
California
$1.07M – – –
SJIM
778
St. Johns Investment Management
Florida
$1.07M -$31.6K -332 -3%
WI
779
Wintrust Investments
Illinois
$1.06M +$98.3K +1,032 +10%
TNA
780
True North Advisors
Texas
$1.06M +$1.06M +11,140 New
JI
781
Jeereddi Investments
California
$1.06M – – –
SC
782
Savant Capital
Illinois
$1.05M +$44.2K +464 +4%
GFA
783
Gifford Fong Associates
California
$1.05M – – –
LBC
784
Lowe Brockenbrough & Co
Virginia
$1.05M -$9.71K -102 -0.9%
SOAMC
785
Spirit of America Management Corp
New York
$1.04M +$33.3K +350 +3%
Capstone Investment Advisors
786
Capstone Investment Advisors
New York
$1.04M +$148K +1,550 +16%
GIA
787
Gateway Investment Advisers
Ohio
$1.04M -$111K -1,165 -10%
CC
788
Chicago Capital
Illinois
$1.03M +$374K +3,926 +57%
AIP
789
Ameritas Investment Partners
Nebraska
$1.03M -$32.3K -340 -3%
MWM
790
Madison Wealth Management
Ohio
$1.03M +$40K +420 +4%
IA
791
Icon Advisers
Colorado
$1.02M – – –
OIS
792
Okabena Investment Services
Minnesota
$1.02M +$11.1K +117 +1%
HCM
793
Hall Capital Management
Rhode Island
$1.02M +$19.5K +205 +2%
CS
794
Comerica Securities
Michigan
$1.01M +$12.6K +132 +1%
WSTAM
795
Wilbanks Smith & Thomas Asset Management
Virginia
$1.01M -$129K -1,360 -11%
CC
796
Cipher Capital
New York
$1.01M +$223K +2,345 +28%
LC
797
Lincoln Capital
Nebraska
$1M +$15.4K +162 +2%
MCM
798
McMillion Capital Management
North Carolina
$1M – – –
SCP
799
Sandhill Capital Partners
New York
$999K +$126K +1,325 +14%
BAS
800
Brown Advisory Securities
Maryland
$993K -$114K -1,200 -10%
30 31
32
33 34