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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 %
BHWM
1026
Bar Harbor Wealth Management
New Hampshire
$506K -$245K -2,581 -33%
MGIA
1027
Moneta Group Investment Advisors
Missouri
$505K +$138K +1,450 +38%
OPS
1028
Orion Portfolio Solutions
Nebraska
$504K +$23.9K +251 +5%
BA
1029
Birinyi Associates
Connecticut
$504K +$85.7K +900 +20%
LNB
1030
Ledyard National Bank
$503K -$2.19K -23 -0.4%
CP
1031
Covenant Partners
Tennessee
$501K -$74.2K -780 -13%
IWP
1032
Icon Wealth Partners
Texas
$501K +$501K +5,260 New
S
1033
SignatureFD
Georgia
$497K -$57.3K -601 -10%
CIC
1034
Carnegie Investment Counsel
Ohio
$497K +$213K +2,235 +75%
PK
1035
Pflug Koory
Nebraska
$495K -$157K -1,650 -24%
ERIM
1036
Eagle Ridge Investment Management
Connecticut
$495K – – –
GSWM
1037
Golden State Wealth Management
California
$494K +$246K +2,587 +100%
FNBOSM
1038
First National Bank of South Miami
Florida
$493K -$39.7K -417 -7%
PGCM
1039
Prescott Group Capital Management
Oklahoma
$493K – – –
BS
1040
Boenning & Scattergood
Pennsylvania
$492K +$492K +5,165 New
HH
1041
Hilltop Holdings
Texas
$487K +$37.8K +397 +8%
AF
1042
Advisornet Financial
Minnesota
$483K -$36.2K -380 -7%
TCM
1043
Tufton Capital Management
Maryland
$483K – – –
RIM
1044
Rampart Investment Management
Connecticut
$480K -$6.76K -71 -1%
RCC
1045
Red Cedar Capital
Nebraska
$480K – – –
AIM
1046
Acropolis Investment Management
Missouri
$479K -$67.3K -707 -12%
RC
1047
RegentAtlantic Capital
New Jersey
$479K +$114K +1,197 +31%
ECM
1048
ExodusPoint Capital Management
New York
$475K -$2.42M -25,387 -84%
PAS
1049
Park Avenue Securities
New York
$475K -$62.4K -655 -12%
HPC
1050
Hobart Private Capital
North Carolina
$474K +$51.2K +538 +12%
40 41
42
43 44