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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 %
DCM
1176
Donaldson Capital Management
Indiana
$321K -$5.71K -60 -2%
FCBT
1177
First Citizens Bank & Trust
North Carolina
$320K -$17.4K -183 -5%
CAMG
1178
CWA Asset Management Group
Florida
$320K +$37.6K +394 +13%
NFG
1179
Next Financial Group
Texas
$319K -$194K -2,039 -38%
TMAM
1180
Tokio Marine Asset Management
Japan
$319K +$39.6K +416 +14%
CWM
1181
Cornerstone Wealth Management
Missouri
$317K -$299K -3,138 -49%
SRC
1182
Shufro Rose & Co
New York
$317K – – –
QCM
1183
Quest Capital Management
Texas
$315K -$6.76K -71 -2%
WPC
1184
Waters Parkerson & Co
Louisiana
$314K -$1.53K -16 -0.5%
SC
1185
Saybrook Capital
North Carolina
$314K – – –
CH
1186
Canton Hathaway
Rhode Island
$314K – – –
LCAM
1187
London & Capital Asset Management
United Kingdom
$313K +$313K +3,288 New
HWA
1188
Heritage Wealth Advisors
Virginia
$312K – – –
CYG
1189
Clean Yield Group
Vermont
$311K -$30.3K -318 -9%
CAAS
1190
Capital Asset Advisory Services
Michigan
$311K +$43.3K +420 +16%
AP
1191
Appleton Partners
Massachusetts
$310K -$190 -2 -0.1%
OWP
1192
Obermeyer Wealth Partners
Colorado
$309K – – –
DC
1193
Derby & Company
Massachusetts
$308K +$28.5K +300 +10%
PCS
1194
Personal CFO Solutions
New Jersey
$308K +$56.8K +596 +23%
CNBTD
1195
Citizens National Bank Trust Department
Mississippi
$307K – – –
SNT
1196
Security National Trust
West Virginia
$305K – – –
GW
1197
GW & Wade
Massachusetts
$303K +$476 +5 +0.2%
ATFA
1198
All Terrain Financial Advisors
Minnesota
$301K -$9.81K -103 -3%
EFS
1199
Essex Financial Services
Connecticut
$301K -$2.19K -23 -0.7%
EAM
1200
Erste Asset Management
Austria
$300K -$107K -1,130 -26%
46 47
48
49 50