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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
$999M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.2B
3
DZ Bank
DZ Bank
Germany
$325M
4
Dodge & Cox
Dodge & Cox
California
$1.57B
5
Nordea Investment Management
Nordea Investment Management
Sweden
$521M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$555M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.86B
3
Parnassus Investments
Parnassus Investments
California
$85.7M
4
UBS AM
UBS AM
Illinois
$412M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
1301
Financial Architects (New Jersey)
New Jersey
$231K -$64.7K -680 -22%
WIP
1302
Wellesley Investment Partners
Massachusetts
$231K – – –
CL
1303
Choreo LLC
Illinois
$231K +$231K +2,422 New
IAN
1304
Integrated Advisors Network
Texas
$231K +$231K +2,426 New
RW
1305
REDW Wealth
New Mexico
$230K +$2.38K +25 +1%
IWS
1306
Insight Wealth Strategies
California
$230K +$4.76K +50 +2%
CIM
1307
Confluence Investment Management
Missouri
$228K -$19.9M -209,375 -99%
IC
1308
IEQ Capital
California
$228K -$615K -6,471 -73%
ACM
1309
AUA Capital Management
Pennsylvania
$228K -$57K -600 -20%
CAM
1310
Claret Asset Management
Quebec, Canada
$228K -$1.9K -20 -0.8%
CFA
1311
Cahill Financial Advisors
Minnesota
$228K +$228K +2,391 New
SFG
1312
Sunburst Financial Group
Alabama
$226K – – –
PWMG
1313
Prestige Wealth Management Group
New Jersey
$225K +$32.6K +343 +17%
PCM
1314
Prelude Capital Management
New York
$225K +$225K +2,364 New
TIA
1315
Tiemann Investment Advisors
California
$224K -$57K -599 -20%
CWG
1316
Cornerstone Wealth Group
North Carolina
$224K -$6.37K -67 -3%
OAM
1317
Oak Asset Management
California
$224K -$666 -7 -0.3%
NCM
1318
Northside Capital Management
Oregon
$224K – – –
Credit Agricole
1319
Credit Agricole
France
$223K +$223K +2,339 New
DIM
1320
Delta Investment Management
California
$223K +$223K +2,346 New
HWA
1321
HCR Wealth Advisors
California
$222K -$34.9K -372 -14%
TAM
1322
Trillium Asset Management
Massachusetts
$222K -$858 -9 -0.4%
WB
1323
Webster Bank
Connecticut
$221K – – –
FBB
1324
Fulton Breakefield Broenniman
Maryland
$221K +$221K +2,318 New
22CM
1325
20/20 Capital Management
California
$219K +$219K +2,212 New
51 52
53
54 55