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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 %
WCG
1401
Weaver Consulting Group
California
$125K +$50.3K +530 +67%
BSAM
1402
Blue Square Asset Management
New York
$118K +$118K +1,240 New
FCM
1403
Firestone Capital Management
Florida
$116K – – –
JWA
1404
JFS Wealth Advisors
Pennsylvania
$112K – – –
EWP
1405
Engrave Wealth Partners
Texas
$109K +$8.17K +86 +8%
AF
1406
Allworth Financial
California
$108K -$4.29K -45 -4%
MCM
1407
MV Capital Management
Maryland
$107K – – –
TC
1408
Truvestments Capital
Florida
$106K -$12.5K -132 -11%
LWM
1409
Lenox Wealth Management
Ohio
$105K +$13.1K +138 +14%
FMTCOCP
1410
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$104K – – –
LWA
1411
Lenox Wealth Advisors
New York
$102K – – –
WC
1412
Wexford Capital
Florida
$102K +$102K +1,070 New
MHR
1413
Matthew Hamilton Rosenberg
$98K +$98K +1,030 New
MAWCM
1414
Mine & Arao Wealth Creation & Management
California
$96K – – –
LB
1415
Legacy Bridge
Iowa
$95K – – –
HWA
1416
HHM Wealth Advisors
Tennessee
$95K – – –
SFFS
1417
Stonehage Fleming Financial Services
Jersey
$95K – – –
GFPC
1418
Global Financial Private Client
Florida
$94.1K -$33.1K -352 -26%
AW
1419
Avion Wealth
Texas
$94K +$9.52K +100 +11%
CCA
1420
Column Capital Advisors
Indiana
$93K -$59K -621 -39%
BWM
1421
Baystate Wealth Management
Massachusetts
$93K -$2.1K -22 -2%
FPB
1422
First PREMIER Bank
South Dakota
$91K – – –
TCM
1423
Tradewinds Capital Management
Washington
$89K +$96 +1 +0.1%
CFG
1424
CKW Financial Group
Hawaii
$89K +$14.1K +150 +19%
RFA
1425
Reilly Financial Advisors
California
$87K -$35.8K -375 -29%
55 56
57
58 59