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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$168M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$188M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.01B
4
Goldman Sachs
4
Goldman Sachs
New York
$309M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
126
Russell Investments Group
United Kingdom
$48M +$3.24M +32,472 +7%
CIP
127
Cornerstone Investment Partners
Georgia
$47.9M -$2.55M -25,402 -5%
CAM
128
Cacti Asset Management
Georgia
$47M +$109K +1,102 +0.2%
Truist Financial
129
Truist Financial
North Carolina
$47M -$2.35M -23,422 -5%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$46.4M +$4.8M +47,840 +12%
BTW
131
Boston Trust Walden
Massachusetts
$46.1M -$850K -8,479 -2%
ATN
132
AMF Tjänstepension
Sweden
$45.7M -$21.1M -210,563 -32%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$45.4M -$2M -19,992 -4%
EMG
134
ETF Managers Group
New Jersey
$44M +$2.65M +27,065 +6%
Luther King Capital Management (LKCM)
135
Luther King Capital Management (LKCM)
Texas
$43.4M +$6.3M +62,823 +17%
BHC
136
Bowen Hanes & Co
Florida
$42.3M -$623K -6,215 -1%
SBCM
137
Schwerin Boyle Capital Management
Massachusetts
$41.8M -$701K -6,990 -2%
CI
138
Cambiar Investors
Colorado
$41.5M -$501K -4,995 -1%
US Bancorp
139
US Bancorp
Minnesota
$41.3M -$1.73M -17,213 -4%
Asset Management One
140
Asset Management One
Japan
$41.3M +$865K +8,625 +2%
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$40.3M +$533K +5,318 +1%
Boston Partners
142
Boston Partners
Massachusetts
$40.2M +$1.77M +17,622 +5%
GG
143
Gofen & Glossberg
Illinois
$39.5M -$263K -2,624 -0.7%
GLA
144
Great Lakes Advisors
Illinois
$39.3M +$827K +8,250 +2%
AIM
145
Artemis Investment Management
United Kingdom
$38.6M +$38.6M +385,146 New
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$38.5M +$5.37M +53,611 +16%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$37.9M -$1.14M -11,390 -3%
GT
148
Glenmede Trust
Pennsylvania
$37.9M -$948K -9,459 -2%
APG Asset Management
149
APG Asset Management
Netherlands
$37.5M -$7.47M -87,418 -17%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.1M +$1.2M +11,952 +3%
4 5
6
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