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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 %
LGWM
1501
Litman Gregory Wealth Management
California
$20K – – –
YAL
1502
Your Advocates Ltd
Texas
$20K – – –
TC
1503
Trust Company
Kansas
$20K – – –
FPFS
1504
First Personal Financial Services
North Carolina
$20K – – –
MLFP
1505
MPS Loria Financial Planners
Illinois
$20K – – –
RIM
1506
Rockbridge Investment Management
New York
$20K – – –
CPA
1507
Cowen Prime Advisors
New York
$20K – – –
RWG
1508
Regal Wealth Group
California
$19K – – –
NIC
1509
Northwest Investment Counselors
Oregon
$19K +$19K +191 New
Millennium Management
1510
Millennium Management
New York
$18.7K -$6.41K -63,960 -25%
RTC
1511
Riverview Trust Company
Washington
$17K – – –
FHA
1512
First Horizon Advisors
Tennessee
$16K – – –
HB
1513
Horizon Bancorp
Indiana
$15K – – –
GC
1514
Grace Capital
Massachusetts
$15K – – –
CWC
1515
Carolinas Wealth Consulting
North Carolina
$15K +$1.6K +16 +12%
CQS
1516
Credential Qtrade Securities
$14.3K – – –
BWL
1517
Bogart Wealth LLC
Virginia
$14K – – –
SWM
1518
Sugarloaf Wealth Management
Georgia
$13K +$1.66K +16 +15%
AWM
1519
Adams Wealth Management
Utah
$13K +$13K +131 New
AFIA
1520
America First Investment Advisors
Nebraska
$12K – – –
SGAM
1521
Smith Group Asset Management
Texas
$11K -$15.4K -160 -58%
SSWG
1522
Seven Springs Wealth Group
Tennessee
$11K – – –
JFGIW
1523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$186K -1,875 -95%
SCA
1524
Stuart Chaussee & Associates
California
$10K – – –
LAM
1525
Lountzis Asset Management
Pennsylvania
$10K – – –
59 60
61
62 63