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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 %
HIC
801
Hartline Investment Corp
Illinois
$990K – – –
IPW
802
Inlet Private Wealth
Florida
$990K – – –
RIA
803
Realta Investment Advisors
Delaware
$987K +$45K +473 +5%
ST
804
Smithfield Trust
Pennsylvania
$985K -$245K -2,574 -20%
ECA
805
Endeavour Capital Advisors
Connecticut
$980K -$1.55M -16,290 -61%
HKAM
806
Horizon Kinetics Asset Management
New York
$979K -$115K -1,207 -11%
WSFS
807
Wilmington Savings Fund Society
Delaware
$979K -$11.9K -125 -1%
GT
808
Greenleaf Trust
Michigan
$977K +$151K +1,589 +18%
APA
809
American Portfolios Advisors
New York
$977K -$62.3K -654 -6%
BAM
810
Berkshire Asset Management
Pennsylvania
$974K -$38.3K -402 -4%
CT
811
Coastline Trust
Rhode Island
$974K – – –
AWC
812
Abundance Wealth Counselors
Pennsylvania
$974K +$739K +7,757 +314%
NHC
813
Nicholas Hoffman & Company
Georgia
$965K -$69.3K -728 -7%
Federated Hermes
814
Federated Hermes
Pennsylvania
$963K -$1.69M -17,768 -64%
TBNY
815
Trustco Bank (New York)
New York
$959K – – –
LCS
816
Levin Capital Strategies
New York
$958K +$95.2K +1,000 +11%
LNC
817
Lincoln National Corp
Pennsylvania
$953K +$209K +2,199 +28%
WSC
818
Wellington Shields & Co
New York
$950K – – –
ACM
819
AlphaCrest Capital Management
New York
$949K -$1.07M -11,203 -53%
CI
820
Conning Inc
Connecticut
$947K -$6.38K -67 -0.7%
JWCA
821
J.W. Coons Advisors
Ohio
$944K +$75.3K +785 +9%
VFA
822
Voya Financial Advisors
Connecticut
$940K -$33.9K -359 -3%
KC
823
Knuff & Co
California
$940K +$4.76K +50 +0.5%
RCAG
824
Rehmann Capital Advisory Group
Michigan
$936K +$936K +9,830 New
ACM
825
Ativo Capital Management
Illinois
$932K -$738K -7,750 -44%
31 32
33
34 35