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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 %
DTC
1351
Davidson Trust Company
Washington
$205K +$205K +2,163 New
KIC
1352
Keating Investment Counselors
Florida
$204K +$204K +2,141 New
GVAG
1353
Great Valley Advisor Group
Delaware
$204K +$204K +2,145 New
PWM
1354
PRW Wealth Management
Massachusetts
$204K +$204K +2,145 New
WCM
1355
Whitener Capital Management
North Carolina
$204K +$204K +2,150 New
ATC
1356
Adirondack Trust Company
New York
$203K -$5.12K -55 -2%
AWM
1357
Argent Wealth Management
Massachusetts
$203K +$203K +2,018 New
GHA
1358
GW Henssler & Associates
Georgia
$203K +$203K +2,132 New
WA
1359
Wealth Architects
California
$203K +$203K +2,137 New
HA
1360
HC Advisors
Georgia
$202K +$202K +2,122 New
HS
1361
Haafor (Singapore)
Singapore
$201K +$201K +2,110 New
CA
1362
Centerpoint Advisors
Massachusetts
$200K +$5.52K +58 +3%
AAIM
1363
Asset Advisors Investment Management
Georgia
$200K +$200K +2,100 New
VWM
1364
Valley Wealth Managers
New Jersey
$200K +$200K +2,105 New
NWP
1365
Northstar Wealth Partners
Connecticut
$200K +$200K +2,110 New
RWB
1366
RMR Wealth Builders
New Jersey
$199K +$199K +2,091 New
PPW
1367
Pasadena Private Wealth
California
$195K +$195K +2,053 New
IBOK
1368
Independence Bank of Kentucky
Kentucky
$194K +$30.9K +325 +19%
PA
1369
Procyon Advisors
Connecticut
$190K +$286 +3 +0.2%
TFA
1370
Toth Financial Advisory
Virginia
$188K -$23.9K -251 -11%
JFGIW
1371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$188K -$381 -4 -0.2%
PFGIA
1372
Patriot Financial Group Insurance Agency
Massachusetts
$187K -$12.4K -130 -6%
BWA
1373
Burt Wealth Advisors
Maryland
$186K – – –
HDIM
1374
Hanson & Doremus Investment Management
Vermont
$185K -$104K -1,094 -36%
AW
1375
Alpha Windward
Massachusetts
$184K -$1.24K -13 -0.7%
53 54
55
56 57