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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 %
RWG
1526
Regal Wealth Group
California
$18K – – –
RTC
1527
Riverview Trust Company
Washington
$16K – – –
FHA
1528
First Horizon Advisors
Tennessee
$15K – – –
EI
1529
Ellevest Inc
New York
$14K -$55.2K -568 -80%
GC
1530
Grace Capital
Massachusetts
$14K – – –
HB
1531
Horizon Bancorp
Indiana
$14K – – –
BWL
1532
Bogart Wealth LLC
Virginia
$14K – – –
RA
1533
Rational Advisors
New York
$14K +$14K +142 New
NIM
1534
NuWave Investment Management
New Jersey
$14K +$14K +142 New
NICM
1535
Neo Ivy Capital Management
New York
$14K +$14K +146 New
CQS
1536
Credential Qtrade Securities
$13.6K – – –
CWC
1537
Carolinas Wealth Consulting
North Carolina
$13K +$13K +134 New
MA
1538
Modus Advisors
Minnesota
$13K +$13K +137 New
PW
1539
Price Wealth
Texas
$12K +$12K +128 New
AFIA
1540
America First Investment Advisors
Nebraska
$11K – – –
MWA
1541
MFA Wealth Advisors
Pennsylvania
$10.2K +$10.2K +107 New
SWM
1542
Sugarloaf Wealth Management
Georgia
$10K – – –
SCA
1543
Stuart Chaussee & Associates
California
$10K – – –
SSWG
1544
Seven Springs Wealth Group
Tennessee
$10K – – –
GCM
1545
Gables Capital Management
Florida
$9K – – –
EIP
1546
Ellis Investment Partners
Pennsylvania
$9K +$1K +11 +13%
JGIA
1547
Jackson Grant Investment Advisers
Connecticut
$9K +$9K +90 New
LAM
1548
Lountzis Asset Management
Pennsylvania
$9K +$9K +96 New
POIA
1549
Pin Oak Investment Advisors
Texas
$8K – – –
PP
1550
Pacifica Partners
Canada
$8K +$8K +80 New
60 61
62
63 64