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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 %
RIG
951
Roosevelt Investment Group
New York
$643K +$95.2K +1,000 +17%
TI
952
Tidal Investments
Wisconsin
$642K -$39K -409 -6%
CC
953
Centiva Capital
New York
$642K +$344K +3,610 +115%
TW
954
Transform Wealth
Colorado
$641K -$1.22M -12,838 -66%
RA
955
RFG Advisory
Alabama
$636K +$26.3K +276 +4%
APW
956
Aurora Private Wealth
New Jersey
$635K -$1.04M -10,931 -62%
LSAG
957
Lake Street Advisors Group
New Hampshire
$627K +$21K +220 +3%
PTC
958
Private Trust Company
Ohio
$626K +$54.3K +562 +9%
TCPWM
959
Traverso Chambers Private Wealth Management
California
$624K – – –
SA
960
Strategic Advisors
New York
$623K -$185K -1,919 -23%
PFBT
961
Parkside Financial Bank & Trust
Missouri
$623K +$95 +1 +0%
VIA
962
Vident Investment Advisory
Georgia
$621K -$275K -2,887 -31%
WA
963
WealthTrust Axiom
Pennsylvania
$610K +$28.5K +300 +5%
EDRH
964
Edmond de Rothschild Holding
Switzerland
$607K -$55.7K -584 -8%
GC
965
Grimes & Company
Massachusetts
$602K +$14.4K +151 +2%
SWRP
966
Summit Wealth & Retirement Planning
California
$602K +$30.9K +325 +5%
CGL
967
Clarius Group LLC
Washington
$602K +$61K +641 +11%
W
968
WealthStone
Ohio
$600K +$600K +6,299 New
CAG
969
Crestwood Advisors Group
Massachusetts
$599K +$5.05K +53 +0.8%
11A
970
10-15 Associates
New York
$598K +$190 +2 +0%
SCA
971
Sippican Capital Advisors
Massachusetts
$597K -$16.7K -175 -3%
CCM
972
Compton Capital Management
Rhode Island
$595K -$47.6K -500 -7%
SFA
973
Sequoia Financial Advisors
Ohio
$595K +$147K +1,549 +33%
LRPA
974
L. Roy Papp & Associates
Arizona
$593K -$4.19K -44 -0.7%
PGWM
975
Parisi Gray Wealth Management
New Jersey
$593K -$2.86K -30 -0.5%
37 38
39
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