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American Express
AXP

Overview Fund Activity

1,556 hedge funds and large institutions have $68.7B invested in American Express in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 484 increasing their positions, 647 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
-17
Holders Change %
-1.08%
% of All Funds
31.48%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.71%
New
106
Increased
484
Reduced
647
Closed
109
Calls
$911M
Puts
$1.38B
Net Calls
-$472M
Net Calls Change
-$55M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.7B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$405M
3
Franklin Resources
3
Franklin Resources
California
$349M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$433M
5
Ameriprise
5
Ameriprise
Minnesota
$263M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$168M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$188M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.01B
4
Goldman Sachs
4
Goldman Sachs
New York
$309M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
Lord, Abbett & Co
76
Lord, Abbett & Co
New Jersey
$109M +$50.2M +500,969 +85%
GF
77
Gabelli Funds
New York
$109M -$1.37M -13,650 -1%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$107M +$1.54M +15,434 +1%
MC
79
Maverick Capital
Texas
$107M +$45.1M +449,800 +73%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$107M +$11M +109,377 +11%
Swedbank
81
Swedbank
Sweden
$97.9M +$238K +2,372 +0.2%
Citigroup
82
Citigroup
New York
$95.5M -$10M -100,128 -10%
VanEck Associates
83
VanEck Associates
New York
$90.6M -$5.06M -50,466 -5%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$90.6M -$1.5M -14,958 -2%
Parnassus Investments
85
Parnassus Investments
California
$90.2M – – –
Principal Financial Group
86
Principal Financial Group
Iowa
$88.7M -$6.07M -60,574 -6%
SCM
87
Smead Capital Management
Arizona
$87.8M -$8.57M -85,439 -9%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$87.4M -$4.74M -47,315 -5%
Korea Investment Corp
89
Korea Investment Corp
South Korea
$85.8M -$3.09M -30,800 -3%
National Pension Service
90
National Pension Service
South Korea
$85M – – –
Mitsubishi UFJ Trust & Banking
91
Mitsubishi UFJ Trust & Banking
Japan
$84.7M -$3.17M -31,633 -4%
MAMU
92
Marathon Asset Management (UK)
United Kingdom
$83.2M -$10.4M -103,278 -11%
First Manhattan
93
First Manhattan
New York
$82.4M -$9.15M -91,307 -10%
PRO
94
Pensioenfonds Rail & OV
Netherlands
$80.4M +$62.4M +622,038 +346%
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$77M +$611K +6,092 +0.8%
KP
96
Kiltearn Partners
United Kingdom
$72.8M +$10.4M +103,960 +17%
Canada Life
97
Canada Life
Manitoba, Canada
$71M -$312K -3,117 -0.4%
CI Investments Inc
98
CI Investments Inc
Ontario, Canada
$70.6M -$45.4M -453,150 -39%
BGIM
99
Brandywine Global Investment Management
Pennsylvania
$68.8M -$13.4M -134,008 -16%
Fayez Sarofim & Co
100
Fayez Sarofim & Co
Texas
$67.1M -$27.3M -271,975 -29%
2 3
4
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