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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 %
YMRC
1151
Yorktown Management & Research Company
Virginia
$343K +$343K +3,600 New
LA
1152
Legacy Advisors
Pennsylvania
$342K – – –
Verition Fund Management
1153
Verition Fund Management
Connecticut
$342K +$342K +3,592 New
RI
1154
Ridgewood Investments
New Jersey
$341K -$7.63K -80 -2%
SMFS
1155
Squar Milner Financial Services
California
$341K +$177K +1,861 +108%
Cetera Investment Advisers
1156
Cetera Investment Advisers
Illinois
$341K +$341K +3,581 New
MCM
1157
Maryland Capital Management
Maryland
$340K -$6.09K -64 -2%
HFM
1158
Hartford Financial Management
Connecticut
$339K -$11K -116 -3%
PFS
1159
Prospera Financial Services
Texas
$338K -$5.43K -57 -2%
RP
1160
Riverbridge Partners
Minnesota
$338K +$338K +3,550 New
SCA
1161
Stonebridge Capital Advisors
Minnesota
$337K +$88K +925 +35%
NP
1162
NorthRock Partners
Minnesota
$334K +$190 +2 +0.1%
AWM
1163
Aries Wealth Management
Maine
$334K +$16.7K +175 +5%
WP
1164
WMS Partners
Maryland
$332K +$28.8K +302 +9%
TNB
1165
Thomasville National Bank
Georgia
$328K -$12.1K -127 -4%
SAM
1166
SignalPoint Asset Management
Missouri
$327K -$28.5K -299 -8%
GBT
1167
Grove Bank & Trust
Florida
$327K -$3.62K -38 -1%
TF
1168
Tompkins Financial
New York
$327K – – –
GFS
1169
GYL Financial Synergies
Connecticut
$326K -$25.4K -267 -7%
BCM
1170
BTR Capital Management
California
$325K – – –
KWA
1171
KCS Wealth Advisory
California
$325K +$325K +3,415 New
EWM
1172
EPG Wealth Management
Georgia
$324K +$157K +1,653 +94%
PG
1173
Patten Group
Tennessee
$323K – – –
SB
1174
Sunflower Bank
Texas
$323K +$323K +3,397 New
CSA
1175
Cottage Street Advisors
Massachusetts
$322K – – –
45 46
47
48 49