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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 %
GC
1001
Garde Capital
Washington
$552K +$15.1K +159 +3%
OFS
1002
Oldfather Financial Services
Nebraska
$551K – – –
DWM
1003
Doyle Wealth Management
Florida
$550K -$67.1K -705 -11%
YWP
1004
YorkBridge Wealth Partners
New York
$550K +$44.4K +467 +9%
WWM
1005
Western Wealth Management
Colorado
$548K +$20.7K +218 +4%
KWM
1006
Kingsview Wealth Management
Oregon
$541K +$18.3K +192 +3%
TW
1007
TrinityPoint Wealth
Connecticut
$537K -$26.2K -275 -5%
WA
1008
WBH Advisory
Maryland
$537K -$8.76K -92 -2%
RCG
1009
Rock Creek Group
District of Columbia
$536K +$536K +5,625 New
Carson Wealth (CWM LLC)
1010
Carson Wealth (CWM LLC)
Nebraska
$531K – – –
SBH
1011
Segall Bryant & Hamill
Illinois
$529K -$36.9K -387 -7%
SAM
1012
Seelaus Asset Management
New Jersey
$528K -$138K -1,450 -21%
IIM
1013
Ipswich Investment Management
Massachusetts
$527K -$82.9K -871 -14%
DWM
1014
Dorchester Wealth Management
Quebec, Canada
$527K +$285K +3,000 +118%
GIA
1015
Guyasuta Investment Advisors
Pennsylvania
$524K +$524K +5,500 New
AIM
1016
Alhambra Investment Management
Florida
$522K – – –
GPFA
1017
Game Plan Financial Advisors
Ohio
$522K +$28.6K +300 +6%
BAM
1018
Belpointe Asset Management
Nevada
$522K +$111K +1,164 +27%
WA
1019
WP Advisors
California
$521K +$2.57K +27 +0.5%
BIA
1020
Bigelow Investment Advisors
Maine
$519K -$32.4K -340 -6%
VRM
1021
Vectors Research Management
New York
$516K +$16.2K +170 +3%
SFS
1022
Sowell Financial Services
Arkansas
$514K -$253K -2,658 -33%
HC
1023
HNP Capital
New York
$511K -$1.23M -13,079 -71%
MFG
1024
Magnus Financial Group
New York
$511K -$66.5K -698 -12%
MFW
1025
Meristem Family Wealth
Minnesota
$507K +$3.9K +41 +0.8%
39 40
41
42 43