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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 %
SSA
1051
Schonfeld Strategic Advisors
New York
$471K +$471K +4,952 New
PGAM
1052
Princeton Global Asset Management
New Jersey
$470K – – –
RMCM
1053
Reynders McVeigh Capital Management
Massachusetts
$470K +$51.1K +537 +12%
EAM
1054
Evanson Asset Management
California
$469K +$19K +200 +4%
AFC
1055
AFT Forsyth & Company
Florida
$468K -$343K -3,605 -42%
ST
1056
Spinnaker Trust
Maine
$465K -$10.8K -113 -2%
ONB
1057
Old National Bancorp
Indiana
$464K -$100K -1,055 -18%
UR
1058
USCA RIA
Texas
$464K +$6.86K +72 +2%
PTP
1059
Platform Technology Partners
New York
$462K -$11.2K -118 -2%
BFC
1060
Bedel Financial Consulting
Indiana
$457K -$99.7K -1,047 -18%
SAM
1061
S.A. Mason
Michigan
$457K -$57.2K -600 -11%
TC
1062
TownSquare Capital
Utah
$455K -$143K -1,526 -24%
IWC
1063
Integrated Wealth Concepts
Massachusetts
$455K -$65.6K -689 -13%
QCG
1064
Quadrant Capital Group
Ohio
$451K -$3.09M -32,424 -87%
FCCM
1065
First City Capital Management
Georgia
$450K +$12K +126 +3%
FC
1066
Fulcrum Capital
Washington
$448K +$20K +210 +5%
FCA
1067
FinTrust Capital Advisors
South Carolina
$444K -$198K -2,083 -31%
ECM
1068
Estabrook Capital Management
New York
$444K – – –
SC
1069
Schulhoff & Co
Ohio
$442K – – –
AL
1070
Aspiriant LLC
California
$441K -$3.81K -40 -0.9%
LW
1071
Linscomb Wealth
Texas
$438K -$83K -872 -16%
PFO
1072
Pathstone Family Office
New Jersey
$436K – – –
DI
1073
Diligent Investors
California
$436K +$42.9K +451 +11%
EF
1074
Empirical Finance
Pennsylvania
$435K +$52.1K +547 +14%
HAS
1075
HBW Advisory Services
California
$432K -$72.9K -766 -14%
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