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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
1
Viking Global Investors
Connecticut
$999M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.2B
3
DZ Bank
3
DZ Bank
Germany
$325M
4
Dodge & Cox
4
Dodge & Cox
California
$1.57B
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$521M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$555M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.86B
3
Parnassus Investments
3
Parnassus Investments
California
$85.7M
4
UBS AM
4
UBS AM
Illinois
$412M
5
ECU
5
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
1501
Larson Financial Group
Missouri
$28K +$10.2K +107 +57%
SIA
1502
Sit Investment Associates
Minnesota
$27K – – –
JPLA
1503
Joseph P. Lucia & Associates
New York
$27K +$16.8K +175 +164%
SGAM
1504
Smith Group Asset Management
Texas
$26K -$6.17K -65 -19%
AWMS
1505
Advocacy Wealth Management Services
Georgia
$24K -$6.74K -71 -22%
Loomis, Sayles & Company
1506
Loomis, Sayles & Company
Massachusetts
$23K -$1.31K -14 -5%
SIM
1507
Sonora Investment Management
Arizona
$23K – – –
NG
1508
NWK Group
California
$23K – – –
CA
1509
Crewe Advisors
Utah
$23K – – –
LWA
1510
Lowe Wealth Advisors
Maryland
$23K +$21.1K +226 +1,130%
FWM
1511
FSA Wealth Management
Massachusetts
$22K – – –
ST
1512
Sageworth Trust
Pennsylvania
$22K +$289 +3 +1%
SC
1513
Steph & Co
Wisconsin
$22K +$9.52K +100 +76%
CWM
1514
Campbell Wealth Management
Virginia
$22K +$22K +234 New
FP
1515
Financial Perspectives
Minnesota
$21.5K +$95 +1 +0.4%
SIS
1516
Sound Income Strategies
Florida
$21K -$9.84K -105 -32%
CFO
1517
CVA Family Office
Colorado
$21K – – –
HI
1518
Hudock Inc
Pennsylvania
$20K +$93 +1 +0.5%
YAL
1519
Your Advocates Ltd
Texas
$19K – – –
LGWM
1520
Litman Gregory Wealth Management
California
$19K – – –
TC
1521
Trust Company
Kansas
$19K – – –
SA
1522
SRH Advisors
Kansas
$19K – – –
FPFS
1523
First Personal Financial Services
North Carolina
$19K +$10.9K +115 +135%
RIM
1524
Rockbridge Investment Management
New York
$19K +$19K +198 New
MLFP
1525
MPS Loria Financial Planners
Illinois
$19K +$19K +200 New
59 60
61
62 63