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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 %
RHAM
1276
Round Hill Asset Management
California
$246K – – –
SFI
1277
SPC Financial Inc
Maryland
$246K – – –
CS
1278
Capital Square
Tennessee
$246K – – –
NNP
1279
Nachman Norwood & Parrott
South Carolina
$244K +$6.11K +64 +3%
AAM
1280
Autus Asset Management
Arizona
$244K +$17.2K +181 +8%
MPIA
1281
Mountain Pacific Investment Advisers
Idaho
$242K +$1.43K +15 +0.6%
KLCM
1282
KG&L Capital Management
Louisiana
$241K +$17.6K +185 +8%
HIM
1283
Harbour Investment Management
Washington
$238K – – –
MCMT
1284
Moon Capital Management (Tennessee)
Tennessee
$238K – – –
EVM
1285
Evelyn V. Moreno
$238K – – –
SLA
1286
Silver Lake Advisory
Utah
$238K +$381 +4 +0.2%
LCM
1287
Laurion Capital Management
New York
$238K +$236K +2,481 +14,594%
BOPW
1288
Brandywine Oak Private Wealth
Pennsylvania
$238K +$238K +2,504 New
CCG
1289
Cypress Capital Group
Florida
$237K +$237K +2,485 New
BEAM
1290
Baker Ellis Asset Management
Washington
$236K – – –
LWM
1291
Liberty Wealth Management
California
$236K +$3.53K +37 +2%
BC
1292
Brinker Capital
Pennsylvania
$236K +$8.65K +91 +4%
AWM
1293
Aberdeen Wealth Management
Illinois
$235K -$1.9K -20 -0.8%
PP
1294
Palladium Partners
Virginia
$235K – – –
OR
1295
Olympiad Research
Connecticut
$234K +$234K +2,461 New
BBNA
1296
Bremer Bank National Association
Minnesota
$233K -$66.5K -699 -22%
CANY
1297
Caxton Associates (New York)
New York
$233K +$233K +2,451 New
MFT
1298
Moisand Fitzgerald Tamayo
Florida
$232K -$1.43K -15 -0.6%
WAS
1299
Wealth Advisory Solutions
Indiana
$232K +$232K +2,442 New
SYBT
1300
Stock Yards Bank & Trust
Kentucky
$231K -$70.9K -742 -23%
50 51
52
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