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American Express
AXP

Overview Fund Activity

1,556 hedge funds and large institutions have $68.7B invested in American Express in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 484 increasing their positions, 647 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
-17
Holders Change %
-1.08%
% of All Funds
31.48%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.71%
New
106
Increased
484
Reduced
647
Closed
109
Calls
$911M
Puts
$1.38B
Net Calls
-$472M
Net Calls Change
-$55M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.7B
2
Lazard Asset Management
Lazard Asset Management
New York
$405M
3
Franklin Resources
Franklin Resources
California
$349M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$433M
5
Ameriprise
Ameriprise
Minnesota
$263M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$168M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$188M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
4
Goldman Sachs
Goldman Sachs
New York
$309M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
1426
Reilly Financial Advisors
California
$74K -$17.8K -177 -19%
TFO
1427
Tarbox Family Office
California
$74K – – –
SL
1428
Savior LLC
Massachusetts
$73K – – –
BG
1429
Bollard Group
Massachusetts
$70K – – –
SIAS
1430
Shine Investment Advisory Services
Colorado
$69K – – –
FA
1431
Financial Advantage
Maryland
$68K – – –
GAM
1432
Gemmer Asset Management
California
$68K – – –
TPWA
1433
TRUE Private Wealth Advisors
Oregon
$67K – – –
NSB
1434
Norway Savings Bank
Maine
$67K – – –
EWM
1435
Elmwood Wealth Management
California
$65K – – –
Kayne Anderson Rudnick Investment Management
1436
Kayne Anderson Rudnick Investment Management
California
$64K – – –
EWA
1437
Evolution Wealth Advisors
Florida
$64K +$3.02K +30 +5%
FHC
1438
First Horizon Corporation
Tennessee
$64K +$64K +648 New
AA
1439
AlphaMark Advisors
Kentucky
$63K – – –
KCM
1440
Kathmere Capital Management
Pennsylvania
$63K +$63K +630 New
LC
1441
Lindbrook Capital
California
$62K -$797 -8 -1%
HCA
1442
Horan Capital Advisors
Ohio
$61K +$61K +610 New
WIM
1443
Westside Investment Management
California
$60.2K – – –
EFSCE
1444
Enterprise Financial Services Corp (EFSC)
Missouri
$56K – – –
WCMN
1445
Westchester Capital Management (Nebraska)
Nebraska
$56K – – –
CCM
1446
Chiron Capital Management
Florida
$55K +$55K +550 New
FMII
1447
Farmers & Merchants Investments Inc
Nebraska
$54K – – –
BHWM
1448
Bay Harbor Wealth Management
Maryland
$54K +$5.72K +57 +12%
VCM
1449
Vigilant Capital Management
Maine
$53K – – –
APWA
1450
Atlas Private Wealth Advisors
New Jersey
$53K +$199 +2 +0.4%
56 57
58
59 60