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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 %
TIS
1251
Tortoise Index Solutions
Kansas
$264K -$114K -1,193 -30%
BSB
1252
Bangor Savings Bank
Maine
$263K -$476 -5 -0.2%
GCP
1253
GSA Capital Partners
United Kingdom
$263K +$263K +2,763 New
NSIM
1254
North Star Investment Management
Illinois
$261K -$36.2K -380 -12%
FFBTD
1255
First Financial Bank - Trust Division
Ohio
$261K -$19K -200 -7%
OA
1256
Oxbow Advisors
Texas
$261K – – –
BFC
1257
Blue Fin Capital
Rhode Island
$259K -$57.9K -610 -18%
FCM
1258
Fairbanks Capital Management
California
$259K +$259K +2,576 New
SIA
1259
Strategic Investment Advisors
Michigan
$258K +$7.99K +84 +3%
HFM
1260
Harvest Fund Management
China
$258K +$119K +1,272 +86%
NA
1261
Navellier & Associates
Nevada
$257K -$31.6K -332 -11%
SBWM
1262
Sunflower Bank Wealth Management
Arizona
$257K -$19.1K -200 -7%
VPIM
1263
Vanguard Personalized Indexing Management
California
$257K +$257K +2,697 New
M
1264
MOTCO
Texas
$256K – – –
ACM
1265
Allred Capital Management
Texas
$256K +$10.9K +115 +4%
QPWM
1266
Quadrant Private Wealth Management
Pennsylvania
$256K +$15.7K +165 +7%
CM
1267
Castleark Management
Illinois
$255K – – –
WIA
1268
Westbourne Investment Advisors
Maryland
$254K +$14.3K +150 +6%
SWA
1269
Stratos Wealth Advisors
Ohio
$253K +$253K +2,661 New
VVP
1270
Venture Visionary Partners
Ohio
$252K +$95 +1 +0%
GBBWRPM
1271
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$249K -$23.7K -249 -9%
MIC
1272
Means Investment Company
Maine
$249K -$13K -126 -5%
MA
1273
MCF Advisors
Kentucky
$249K +$49K +514 +24%
OIA
1274
Optimum Investment Advisors
Illinois
$248K -$10.5K -110 -4%
LC
1275
Lavaca Capital
Texas
$248K +$248K +2,605 New
49 50
51
52 53