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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 %
CRC
926
Curi RMB Capital
Illinois
$692K +$37K +389 +6%
MCM
927
Manchester Capital Management
Vermont
$690K – – –
CCMT
928
CMT Capital Markets Trading
Germany
$690K +$690K +7,250 New
DW
929
Domani Wealth
Pennsylvania
$689K -$43.9K -461 -6%
AWA
930
Arete Wealth Advisors
Illinois
$687K +$1.81K +19 +0.3%
JIC
931
Joel Isaacson & Co
New York
$687K +$62.3K +654 +10%
WB
932
WesBanco Bank
West Virginia
$684K +$7.9K +83 +1%
FCI
933
Financial Counselors Inc
Kansas
$682K +$14.3K +150 +2%
WA
934
Wealth Alliance
New York
$673K +$257K +2,696 +62%
ECM
935
Evergreen Capital Management
Washington
$671K -$15.7K -165 -2%
RIM
936
Regent Investment Management
Kentucky
$667K +$96.2K +1,011 +17%
ML
937
McAdam LLC
Pennsylvania
$664K +$664K +6,970 New
MA
938
Mutual Advisors
Nebraska
$662K -$136K -1,434 -17%
BHIA
939
Birch Hill Investment Advisors
Massachusetts
$662K +$662K +6,950 New
BP
940
Ballentine Partners
Massachusetts
$657K +$37.6K +395 +6%
BMC
941
Beaton Management Company
Massachusetts
$656K +$250K +2,797 +61%
DI
942
DFPG Investments
Utah
$656K +$656K +7,057 New
WAM
943
Wealthspire Advisors (Maryland)
Maryland
$655K -$80.8K -849 -11%
BPA
944
Beacon Pointe Advisors
California
$655K +$350K +3,676 +115%
FPCG
945
Fort Pitt Capital Group
Pennsylvania
$652K -$86.3K -906 -12%
RT
946
Rockland Trust
Massachusetts
$651K -$13.3K -139 -2%
LDB
947
Lee, Danner & Bass
Tennessee
$647K -$21K -221 -3%
OIA
948
OneDigital Investment Advisors
Kansas
$647K +$2.47K +26 +0.4%
BMA
949
Brooks Moore & Associates
Tennessee
$644K +$10.9K +114 +2%
FMBTD
950
First Midwest Bank Trust Division
Illinois
$643K -$1.05K -11 -0.2%
36 37
38
39 40