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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 %
PCG
1076
Private Capital Group
Connecticut
$429K +$23K +242 +6%
TWA
1077
TCI Wealth Advisors
Arizona
$424K +$19.2K +202 +5%
KHLMTHM
1078
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$421K – – –
CPO
1079
Cerity Partners OCIO
New York
$421K +$40.7K +428 +11%
PWPS
1080
Pinnacle Wealth Planning Services
Ohio
$419K +$147K +1,543 +54%
LIM
1081
Leavell Investment Management
Alabama
$418K – – –
PI
1082
Putnam Investments
Massachusetts
$415K -$1.04M -10,868 -71%
GWS
1083
Glassman Wealth Services
Virginia
$411K +$63.8K +670 +18%
FC
1084
FORA Capital
Florida
$410K -$1.66M -17,445 -80%
KFS
1085
Kurt F. Somerville
$410K – – –
V
1086
VeraBank
Texas
$409K – – –
IA
1087
IFG Advisors
Missouri
$409K +$2K +21 +0.5%
TLP
1088
Trinity Legacy Partners
Texas
$409K +$409K +4,232 New
IAIM
1089
International Assets Investment Management
Florida
$408K -$6.19K -65 -1%
AF
1090
Arrow Financial
New York
$407K -$23.8K -250 -6%
VWA
1091
V Wealth Advisors
Kansas
$404K -$134K -1,406 -25%
IC
1092
Intersect Capital
California
$404K +$8.37K +88 +2%
HBT
1093
Hills Bank & Trust
Iowa
$402K -$3.24K -34 -0.8%
AB
1094
Atlas Brown
Kentucky
$402K +$126K +1,324 +46%
Koshinski Asset Management
1095
Koshinski Asset Management
Illinois
$401K -$9.13K -96 -2%
HCMNY
1096
Howard Capital Management (New York)
New York
$401K – – –
SW
1097
SlateStone Wealth
Florida
$401K +$92K +965 +30%
PWP
1098
Principle Wealth Partners
Connecticut
$401K +$401K +4,219 New
LWM
1099
Lyell Wealth Management
California
$400K – – –
LSA
1100
L & S Advisors
California
$396K -$6.66K -70 -2%
42 43
44
45 46