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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 %
EWM
1126
Empirical Wealth Management
Washington
$357K +$47.5K +498 +15%
WEC
1127
Winslow Evans & Crocker
Massachusetts
$356K +$18.9K +199 +6%
CP
1128
Cumberland Partners
Ontario, Canada
$356K +$356K +3,745 New
GAM
1129
Garrison Asset Management
Arkansas
$355K – – –
WPC
1130
White Pine Capital
Minnesota
$355K – – –
IA
1131
IFP Advisors
Florida
$355K +$24.5K +261 +7%
SWA
1132
Sutton Wealth Advisors
Florida
$353K +$1.33K +14 +0.4%
IIC
1133
Integrated Investment Consultants
Michigan
$353K +$95.1K +999 +37%
SCM
1134
Stellar Capital Management
Arizona
$352K – – –
EP
1135
Eudaimonia Partners
Tennessee
$351K -$13.5K -142 -4%
AIM
1136
Aspen Investment Management
Michigan
$351K – – –
PCM
1137
Palisade Capital Management
New Jersey
$351K +$3.71K +39 +1%
GWMIA
1138
Global Wealth Management Investment Advisory
Florida
$350K +$95 +1 +0%
BOTW
1139
Bank of the West
California
$349K -$161K -1,693 -32%
JWBC
1140
John W. Bristol & Co
New York
$349K – – –
SIC
1141
Sigma Investment Counselors
Michigan
$349K – – –
RM
1142
Resource Management
Louisiana
$347K -$760 -8 -0.2%
OWA
1143
Outlook Wealth Advisors
Texas
$347K +$21.6K +227 +7%
MWM
1144
Mission Wealth Management
California
$347K +$88.5K +930 +34%
LJAC
1145
L.J. Altfest & Co
New York
$346K +$190 +2 +0.1%
PWM
1146
Perigon Wealth Management
California
$346K +$346K +3,631 New
Voloridge Investment Management
1147
Voloridge Investment Management
Florida
$345K -$1.53M -16,041 -82%
MG
1148
Mather Group
Illinois
$345K +$345K +3,625 New
BG
1149
Bellevue Group
Switzerland
$343K – – –
SWM
1150
SeaCrest Wealth Management
New York
$343K +$26.9K +283 +9%
44 45
46
47 48