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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 %
TC
976
Telemus Capital
Michigan
$593K -$1.21K -13 -0.2%
FRM
977
Fox Run Management
Connecticut
$592K +$592K +6,223 New
FWCM
978
Ferguson Wellman Capital Management
Oregon
$590K -$9.91K -104 -2%
RCA
979
Resonant Capital Advisors
Wisconsin
$590K +$191K +2,008 +48%
SF
980
Symphony Financial
Texas
$590K +$271K +2,848 +85%
SW
981
SteelPeak Wealth
California
$589K -$20.3K -213 -3%
LWANC
982
Laurel Wealth Advisors (North Carolina)
North Carolina
$587K +$12.5K +131 +2%
PVWM
983
Point View Wealth Management
New Jersey
$585K +$36K +378 +7%
MMG
984
Monetary Management Group
Missouri
$583K -$7.14K -75 -1%
SBL
985
Sargent Bickham Lagudis
Colorado
$579K -$26.7K -280 -4%
BAM
986
Boyar Asset Management
New York
$578K – – –
WC
987
Weil Company
California
$578K – – –
SVWAG
988
Sound View Wealth Advisors Group
Georgia
$576K -$139K -1,457 -19%
CIA
989
Capital Investment Advisors
Georgia
$576K +$57.5K +604 +11%
PTC
990
Philadelphia Trust Company
Pennsylvania
$574K +$218K +2,288 +61%
AMC
991
Asset Management Corp
Illinois
$572K -$30.2K -317 -5%
MAFM
992
Mid Atlantic Financial Management
Pennsylvania
$571K +$24.9K +262 +5%
ZB
993
Zions Bancorporation
Utah
$567K +$71.6K +753 +14%
MOS
994
MGO One Seven
Ohio
$566K +$22.9K +241 +4%
FHA
995
Flagship Harbor Advisors
Massachusetts
$566K +$115K +1,209 +26%
CS
996
Cannell & Spears
New York
$563K – – –
SCI
997
S&CO Inc
Massachusetts
$562K – – –
TH
998
TCTC Holdings
Texas
$560K -$372K -3,909 -40%
LCM
999
Leisure Capital Management
California
$560K -$104K -1,095 -16%
OSAM
1000
O'Shaughnessy Asset Management
Connecticut
$556K +$523K +5,501 +1,608%
38 39
40
41 42