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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 %
SMFS
1601
Squar Milner Financial Services
California
– -$341K -3,585 Closed
CSA
1602
Cottage Street Advisors
Massachusetts
– -$322K -3,386 Closed
SRC
1603
Shufro Rose & Co
New York
– -$317K -3,333 Closed
LCAM
1604
London & Capital Asset Management
United Kingdom
– -$313K -3,288 Closed
BAM
1605
Blueshift Asset Management
New Jersey
– -$296K -3,110 Closed
CRCM
1606
Corbett Road Capital Management
Virginia
– -$289K -3,043 Closed
CAAS
1607
Capital Asset Advisory Services
Michigan
– -$311K -3,016 Closed
BCM
1608
Brasada Capital Management
Texas
– -$286K -3,000 Closed
SM
1609
SG3 Management
Puerto Rico
– -$286K -3,000 Closed
KPW
1610
Kore Private Wealth
New York
– -$285K -2,994 Closed
BHB
1611
Bank Hapoalim BM
Israel
– -$278K -2,925 Closed
Cohen & Steers
1612
Cohen & Steers
New York
– -$276K -2,896 Closed
MMC
1613
Mizuho Markets Cayman
Cayman Islands
– -$273K -2,871 Closed
SFS
1614
Strategic Financial Services
New York
– -$267K -2,805 Closed
GCP
1615
GSA Capital Partners
United Kingdom
– -$263K -2,763 Closed
HFM
1616
Harvest Fund Management
China
– -$258K -2,753 Closed
OA
1617
Oxbow Advisors
Texas
– -$261K -2,740 Closed
WP
1618
WealthPLAN Partners
Nebraska
– -$271K -2,697 Closed
SWA
1619
Stratos Wealth Advisors
Ohio
– -$253K -2,661 Closed
AAM
1620
Autus Asset Management
Arizona
– -$244K -2,566 Closed
CANY
1621
Caxton Associates (New York)
New York
– -$233K -2,451 Closed
IAN
1622
Integrated Advisors Network
Texas
– -$231K -2,426 Closed
PCM
1623
Prelude Capital Management
New York
– -$225K -2,364 Closed
NCM
1624
Northside Capital Management
Oregon
– -$224K -2,350 Closed
RMDI
1625
R.M. Davis Inc
Maine
– -$215K -2,263 Closed
63 64
65
66 67