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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 %
CIC
1601
Cornercap Investment Counsel
Georgia
– -$2.32M -27,137 Closed
Simplex Trading
1602
Simplex Trading
Illinois
– -$2.03M -23,742 Closed
HT
1603
HighTower Trust
Texas
– -$1.74M -20,369 Closed
USAA
1604
United Services Automobile Association
Texas
– -$2.12M -19,252 Closed
KCMRT
1605
Kemper Corp Master Retirement Trust
Illinois
– -$1.67M -18,275 Closed
HIM
1606
HawsGoodwin Investment Management
Tennessee
– -$1.42M -16,568 Closed
ACM
1607
Advisors Capital Management
New Jersey
– -$1.41M -16,434 Closed
OAM
1608
Origin Asset Management
United Kingdom
– -$1.34M -15,600 Closed
WCA
1609
Westover Capital Advisors
Delaware
– -$1.28M -14,904 Closed
JG
1610
Jefferies Group
New York
– -$1.32M -14,655 Closed
TCM
1611
Tran Capital Management
California
– -$967K -11,300 Closed
SC
1612
Scotia Capital
Ontario, Canada
– -$907K -10,600 Closed
HAI
1613
Hennessy Advisors Inc
California
– -$899K -10,500 Closed
LCOV
1614
London Company of Virginia
Virginia
– -$882K -10,300 Closed
BSAM
1615
Blue Sky Asset Management
Colorado
– -$856K -10,000 Closed
AII
1616
AGF Investments Inc
Ontario, Canada
– -$787K -9,196 Closed
KOCAA
1617
Knights of Columbus Asset Advisors
Connecticut
– -$748K -8,738 Closed
AIA
1618
Affinity Investment Advisors
California
– -$729K -8,518 Closed
CIM
1619
CenturyLink Investment Management
Colorado
– -$714K -8,340 Closed
SEC
1620
Seven Eight Capital
New York
– -$693K -8,100 Closed
SCP
1621
Stamos Capital Partners
California
– -$680K -7,944 Closed
ER
1622
Enlightenment Research
Florida
– -$824K -7,500 Closed
BPM
1623
Bronson Point Management
Connecticut
– -$642K -7,500 Closed
TC
1624
Toews Corporation
New Jersey
– -$608K -7,100 Closed
SFG
1625
Sather Financial Group
Texas
– -$580K -6,775 Closed
63 64
65
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