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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 %
BHB
1226
Bank Hapoalim BM
Israel
$278K -$297K -3,125 -52%
CHAM
1227
Clear Harbor Asset Management
Connecticut
$278K -$47.7K -500 -15%
BWA
1228
BDO Wealth Advisors
Florida
$278K -$20K -210 -7%
NEGWA
1229
New England Guild Wealth Advisors
Connecticut
$276K +$42.8K +450 +18%
Cohen & Steers
1230
Cohen & Steers
New York
$276K +$82.7K +868 +43%
FI
1231
FormulaFolio Investments
Michigan
$276K +$276K +2,904 New
MAA
1232
Matrix Asset Advisors
New York
$273K – – –
MGI
1233
MayTech Global Investments
New York
$273K – – –
MMC
1234
Mizuho Markets Cayman
Cayman Islands
$273K +$273K +2,871 New
FBT
1235
First Bankers Trust
Kentucky
$272K – – –
CA
1236
Cambridge Advisors
Nebraska
$272K – – –
SFA
1237
Semmax Financial Advisors
North Carolina
$272K +$33.6K +353 +14%
GLLW
1238
Graves Light Lenhart Wealth
Virginia
$272K +$272K +2,862 New
WP
1239
WealthPLAN Partners
Nebraska
$271K -$52.2K -519 -16%
AIC
1240
Ameritas Investment Company
Nebraska
$271K +$18K +189 +7%
CPIA
1241
Cornell Pochily Investment Advisors
New York
$270K +$12.2K +128 +5%
RCM
1242
RB Capital Management
Nevada
$270K +$270K +2,838 New
LA
1243
LVW Advisors
New York
$269K +$2.48K +26 +0.9%
AC
1244
Abbrea Capital
California
$268K -$36.2K -380 -12%
BL
1245
Balentine LLC
Georgia
$268K +$199K +2,093 +291%
MWM
1246
Meridian Wealth Management
Kentucky
$268K +$268K +2,822 New
SFS
1247
Strategic Financial Services
New York
$267K – – –
MIP
1248
Marietta Investment Partners
Wisconsin
$267K – – –
AI
1249
Accredited Investors
Minnesota
$266K +$857 +9 +0.3%
CFA
1250
CWS Financial Advisors
Michigan
$266K +$101K +1,061 +61%
48 49
50
51 52