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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 %
CBA
901
Coastal Bridge Advisors
Connecticut
$747K -$13.8K -145 -2%
SAM
902
Sompo Asset Management
Japan
$747K +$437K +4,590 +141%
TFCM
903
Taylor Frigon Capital Management
Arizona
$746K +$746K +7,831 New
LFAS
904
Level Four Advisory Services
Texas
$744K -$36.2K -377 -5%
CA
905
Commerzbank Aktiengesellschaft
Germany
$743K -$5.1M -53,605 -87%
BFM
906
Boston Financial Management
Massachusetts
$742K -$183K -1,925 -20%
LS
907
Livforsakringsbolaget Skandia
Sweden
$737K – – –
BIC
908
Beach Investment Counsel
Pennsylvania
$736K – – –
DPIM
909
Duff & Phelps Investment Management
Illinois
$734K – – –
AGM
910
Alpine Global Management
New York
$730K +$730K +7,666 New
SRC
911
Sage Rhino Capital
California
$729K +$216K +2,265 +42%
WMC
912
Westwood Management Corporation
Illinois
$724K +$362K +3,800 +100%
FPCP
913
Fort Point Capital Partners
California
$722K – – –
CCA
914
Checchi Capital Advisers
California
$721K +$57.6K +605 +9%
GRP
915
Global Retirement Partners
California
$718K +$49.8K +523 +7%
CMANY
916
Capital Management Associates (New York)
New York
$717K -$160K -1,681 -18%
WIC
917
Whitegate Investment Counselors
New Hampshire
$710K – – –
VCM
918
Virtue Capital Management
Tennessee
$707K +$707K +7,423 New
BAMF
919
BI Asset Management Fondsmaeglerselskab
Denmark
$704K -$1.8M -18,871 -72%
ECM
920
ETrade Capital Management
Virginia
$704K +$36.6K +385 +5%
SS
921
Simplicity Solutions
Minnesota
$700K -$109K -1,145 -13%
MAA
922
Mraz Amerine & Associates
California
$700K – – –
EI
923
Ethic Inc
New York
$697K -$86K -904 -11%
BCM
924
Becker Capital Management
Oregon
$696K -$86.8K -911 -11%
CWS
925
Cypress Wealth Services
California
$695K +$234K +2,460 +51%
35 36
37
38 39