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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 %
AIM
851
Anchor Investment Management
South Carolina
$854K -$32.4K -340 -4%
P
852
Pitcairn
Pennsylvania
$852K +$73.4K +771 +9%
ARMT
853
Amica Retiree Medical Trust
Rhode Island
$850K – – –
BFA
854
Beaumont Financial Advisors
Massachusetts
$848K -$15.5K -163 -2%
SWMG
855
Signature Wealth Management Group
Georgia
$848K +$149K +1,566 +21%
NAM
856
NTV Asset Management
West Virginia
$847K – – –
RE
857
RBC Europe
United Kingdom
$845K +$36.1K +379 +4%
BOH
858
Bank of Hawaii
Hawaii
$841K -$130K -1,370 -13%
AAM
859
Auxier Asset Management
Oregon
$838K -$10.5K -110 -1%
NB
860
NBT Bank
New York
$836K -$41.4K -435 -5%
S
861
Seeyond
France
$835K +$159K +1,668 +23%
BHBT
862
Burke & Herbert Bank & Trust
Virginia
$833K – – –
CFFP
863
Center for Financial Planning
Michigan
$831K -$3.9K -41 -0.5%
TIM
864
Thompson Investment Management
Wisconsin
$827K – – –
BAAM
865
Baker Avenue Asset Management
California
$826K -$31.8K -334 -4%
MFG
866
Monte Financial Group
Connecticut
$821K +$193K +2,030 +31%
PC
867
Pecaut & Co
Iowa
$816K – – –
EWM
868
Evermay Wealth Management
Virginia
$815K +$190K +1,990 +30%
SWIG
869
Strategic Wealth Investment Group
Kentucky
$814K +$270K +2,831 +50%
WC
870
Woodstock Corp
Massachusetts
$810K -$14.3K -150 -2%
CIA
871
CSat Investment Advisory
Michigan
$805K -$230K -2,413 -22%
WAM
872
Wolverine Asset Management
Illinois
$805K +$805K +8,461 New
CAG
873
Csenge Advisory Group
Florida
$803K -$243K -2,547 -23%
TA
874
Tiedemann Advisors
New York
$803K -$19.8K -208 -2%
PCM
875
Penserra Capital Management
California
$801K +$352K +3,707 +79%
33 34
35
36 37