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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 %
CWA
1551
Core Wealth Advisors
Florida
$1K – – –
Koshinski Asset Management
1552
Koshinski Asset Management
Illinois
$416 -$34 -319 -8%
FCA
1553
FinTrust Capital Advisors
South Carolina
$126 -$343 -3,414 -73%
ZIG
1554
Zurich Insurance Group
Switzerland
– -$82.4M -865,639 Closed
N
1555
Natixis
France
– -$28.1M -295,482 Closed
CCM
1556
Check Capital Management
California
– -$25.2M -265,091 Closed
PWAG
1557
Polaris Wealth Advisory Group
California
– -$21.2M -225,260 Closed
Qube Research & Technologies (QRT)
1558
Qube Research & Technologies (QRT)
United Kingdom
– -$18.6M -195,231 Closed
MSE
1559
MUFG Securities EMEA
United Kingdom
– -$15.2M -160,000 Closed
PI
1560
PEAK6 Investments
Illinois
– -$15M -157,725 Closed
BSA
1561
Braun Stacey Associates
New York
– -$10.3M -108,254 Closed
TCA
1562
Taconic Capital Advisors
New York
– -$8.09M -85,000 Closed
ACM
1563
Axel Capital Management
New York
– -$7.14M -75,000 Closed
CA
1564
Cornerstone Advisors
North Carolina
– -$4.28M -45,000 Closed
MMA
1565
Miracle Mile Advisors
California
– -$2.72M -28,577 Closed
PF
1566
Phoenix Financial
Israel
– -$2.17M -24,273 Closed
GIA
1567
Granite Investment Advisors
New Hampshire
– -$2.13M -22,379 Closed
TCM
1568
Teza Capital Management
Illinois
– -$2.08M -21,804 Closed
HCM
1569
Horan Capital Management
Maryland
– -$1.86M -19,569 Closed
OSIA
1570
O'Shares Investment Advisers
Massachusetts
– -$1.82M -19,073 Closed
VLC
1571
Van Leeuwen & Company
New Jersey
– -$1.66M -17,469 Closed
Walleye Trading
1572
Walleye Trading
New York
– -$1.51M -15,810 Closed
QIM
1573
Quantitative Investment Management
Virginia
– -$1.44M -15,137 Closed
AC
1574
Arjuna Capital
North Carolina
– -$1.38M -14,527 Closed
MAM
1575
Martingale Asset Management
Massachusetts
– -$1.33M -14,001 Closed
61 62
63
64 65