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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 %
OSNBOA
1551
Old Second National Bank of Aurora
Illinois
$7K -$26.7K -263 -79%
SWM
1552
Selective Wealth Management
Virginia
$7K – – –
AWM
1553
Atticus Wealth Management
Florida
$6K -$113K -1,282 -95%
WAMC
1554
Western Asset Management Company
California
$5K +$5K +51 New
FCH
1555
Freestone Capital Holdings
Washington
$4.11K -$9 -95 -0.2%
PCTC
1556
Perkins Coie Trust Company
Washington
$4K -$38.6K -405 -91%
HCM
1557
Horrell Capital Management
Arkansas
$4K – – –
GTAM
1558
Global Trust Asset Management
Florida
$4K – – –
CWM
1559
Cranbrook Wealth Management
Michigan
$4K – – –
IWP
1560
IAG Wealth Partners
Wisconsin
$4K – – –
HS
1561
Horan Securities
United States
$4K +$4K +45 New
WAS
1562
Winch Advisory Services
Wisconsin
$4K +$4K +46 New
DI
1563
Disciplined Investments
Oklahoma
$3K – – –
PCA
1564
Providence Capital Advisors
North Carolina
$2K -$8K -100 -80%
RAM
1565
Riggs Asset Management
Pennsylvania
$2K – – –
BEI
1566
Benjamin Edwards Inc
Missouri
$2K – – –
PG
1567
Proffitt & Goodson
Tennessee
$2K – – –
TFA
1568
Transamerica Financial Advisors
Florida
$2K +$2K +16 New
ETC
1569
Exchange Traded Concepts
Oklahoma
$1K -$583 -7 -37%
CWA
1570
Core Wealth Advisors
Florida
$1K – – –
CFN
1571
Cordasco Financial Network
Florida
$1K – – –
TI
1572
tru Independence
Oregon
$44 +$7 +72 +19%
ECU
1573
Egerton Capital (UK)
United Kingdom
– -$170M -1,981,715 Closed
AC
1574
AKO Capital
United Kingdom
– -$131M -1,526,357 Closed
DAM
1575
Davis Asset Management
California
– -$59.6M -696,761 Closed
61 62
63
64 65