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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
Wellington Management Group
Massachusetts
$3.7B
2
Lazard Asset Management
Lazard Asset Management
New York
$405M
3
Franklin Resources
Franklin Resources
California
$349M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$433M
5
Ameriprise
Ameriprise
Minnesota
$263M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$168M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$188M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.01B
4
Goldman Sachs
Goldman Sachs
New York
$309M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
BPGAM
1576
BTG Pactual Global Asset Management
Bermuda
– -$1.31M -13,772 Closed
HCM
1577
Hodges Capital Management
Texas
– -$1.26M -13,262 Closed
SM
1578
Scoggin Management
New York
– -$1.25M -13,100 Closed
ISL
1579
Ingalls & Snyder LLC
New York
– -$1.22M -12,817 Closed
HCM
1580
Hilton Capital Management
New York
– -$1.17M -12,300 Closed
VF
1581
Virtu Financial
New York
– -$1.11M -11,621 Closed
WI
1582
Wintrust Investments
Illinois
– -$1.06M -11,141 Closed
Capstone Investment Advisors
1583
Capstone Investment Advisors
New York
– -$1.04M -10,944 Closed
CC
1584
Cipher Capital
New York
– -$1.01M -10,586 Closed
QC
1585
Quadrature Capital
United Kingdom
– -$914K -9,600 Closed
NIT
1586
NumerixS Investment Technologies
British Columbia, Canada
– -$868K -9,121 Closed
BCAM
1587
Boston Common Asset Management
Massachusetts
– -$787K -8,264 Closed
RIM
1588
Redwood Investment Management
Arizona
– -$776K -8,152 Closed
AGM
1589
Alpine Global Management
New York
– -$730K -7,666 Closed
CWS
1590
Cypress Wealth Services
California
– -$695K -7,305 Closed
TI
1591
Tidal Investments
Wisconsin
– -$642K -6,740 Closed
FRM
1592
Fox Run Management
Connecticut
– -$592K -6,223 Closed
GIA
1593
Guyasuta Investment Advisors
Pennsylvania
– -$524K -5,500 Closed
GPFA
1594
Game Plan Financial Advisors
Ohio
– -$522K -5,480 Closed
IWP
1595
Icon Wealth Partners
Texas
– -$501K -5,260 Closed
SSA
1596
Schonfeld Strategic Advisors
New York
– -$471K -4,952 Closed
FC
1597
Fulcrum Capital
Washington
– -$448K -4,710 Closed
HAS
1598
HBW Advisory Services
California
– -$432K -4,542 Closed
FC
1599
FORA Capital
Florida
– -$410K -4,309 Closed
BOTW
1600
Bank of the West
California
– -$349K -3,666 Closed
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