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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 %
SIG
1101
Sargent Investment Group
Maryland
$396K -$4.52K -48 -1%
SP
1102
Symmetry Partners
Connecticut
$395K +$26.7K +281 +7%
LP
1103
LGL Partners
Pennsylvania
$392K +$285 +3 +0.1%
I
1104
INVST
Indiana
$391K +$391K +4,159 New
OTPPB
1105
Ontario Teachers' Pension Plan Board
Ontario, Canada
$383K -$1.09M -11,445 -74%
PHS
1106
Pekin Hardy Strauss
Illinois
$382K +$128K +1,350 +51%
FMLI
1107
Fukoku Mutual Life Insurance
Japan
$381K – – –
SCP
1108
Silverleafe Capital Partners
Tennessee
$381K – – –
WCM
1109
Weik Capital Management
Pennsylvania
$379K +$66.1K +695 +21%
NL
1110
NVWM LLC
Pennsylvania
$375K +$10.6K +111 +3%
CWM
1111
Chesapeake Wealth Management
Virginia
$374K -$201K -2,114 -35%
ITIM
1112
Indiana Trust & Investment Management
Indiana
$373K -$19K -200 -5%
KA
1113
Kovack Advisors
Florida
$372K +$43.1K +453 +13%
LWAC
1114
Laurel Wealth Advisors (California)
California
$371K +$9.13K +96 +3%
WANY
1115
Wealthspire Advisors (New York)
New York
$369K -$620K -6,510 -63%
KMWM
1116
Keudell/Morrison Wealth Management
Oregon
$369K +$53.4K +561 +17%
BIM
1117
Barton Investment Management
Pennsylvania
$368K – – –
SBSB
1118
Sullivan, Bruyette, Speros & Blaney
Virginia
$368K +$953 +10 +0.3%
EB
1119
Eastern Bank
Massachusetts
$367K -$33.4K -350 -8%
BMC
1120
Benin Management Corp
Connecticut
$367K – – –
ME
1121
McIlrath & Eck
Washington
$367K +$2.86K +30 +0.8%
BAM
1122
Beaumont Asset Management
Texas
$365K +$365K +3,838 New
WIM
1123
Wittenberg Investment Management
Massachusetts
$363K – – –
OC
1124
Oakworth Capital
Alabama
$362K +$2.1K +22 +0.6%
SCM
1125
Stonebridge Capital Management
California
$361K – – –
43 44
45
46 47