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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 %
LWCFA
826
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$928K – – –
ANRIA
827
American National Registered Investment Advisor
Texas
$926K – – –
SPC
828
Sigma Planning Corp
Michigan
$923K -$264K -2,770 -22%
KS
829
Karpas Strategies
Connecticut
$923K – – –
EM
830
Excalibur Management
Massachusetts
$922K -$5.71K -60 -0.6%
CB
831
Community Bank
New York
$922K +$366K +3,848 +66%
HPCM
832
High Pointe Capital Management
Illinois
$922K +$922K +9,680 New
Wolverine Trading
833
Wolverine Trading
Illinois
$921K -$1.04M -11,009 -53%
SB
834
Simmons Bank
Arkansas
$920K +$37.6K +395 +4%
CPSC
835
Carl P. Sherr & Co
Massachusetts
$917K +$17.1K +180 +2%
BCM
836
Boltwood Capital Management
California
$916K -$263K -2,760 -22%
CW
837
CreativeOne Wealth
Kansas
$916K +$16.9K +178 +2%
QC
838
Quadrature Capital
United Kingdom
$914K +$552K +5,800 +153%
TFS
839
TrustCore Financial Services
Tennessee
$910K +$63.4K +666 +7%
RMAM
840
Raab & Moskowitz Asset Management
New Jersey
$909K -$200K -2,102 -18%
OFS
841
Orrstown Financial Services
Pennsylvania
$908K -$13.5K -142 -1%
FB
842
Fulton Bank
Pennsylvania
$895K -$147K -1,542 -14%
CCP
843
Corient Capital Partners
California
$893K +$140K +1,470 +19%
RWA
844
Ropes Wealth Advisors
Massachusetts
$886K +$25.7K +270 +3%
BDS
845
Banco de Sabadell
Florida
$875K +$733K +7,720 +515%
PA
846
Parallel Advisors
California
$868K -$46.8K -492 -5%
NIT
847
NumerixS Investment Technologies
British Columbia, Canada
$868K +$257K +2,705 +42%
MSAM
848
Moloney Securities Asset Management
Missouri
$866K +$143K +1,500 +20%
FDCC
849
Foster Dykema Cabot & Co
Massachusetts
$863K +$2.95K +31 +0.3%
HFS
850
Hantz Financial Services
Michigan
$859K +$54.5K +573 +7%
32 33
34
35 36