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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 %
AG
1626
Algert Global
California
– -$555K -6,482 Closed
Arrowstreet Capital
1627
Arrowstreet Capital
Massachusetts
– -$548K -6,400 Closed
LOAME
1628
Lombard Odier Asset Management (Europe)
United Kingdom
– -$541K -6,321 Closed
VRS
1629
Virginia Retirement Systems
Virginia
– -$539K -6,300 Closed
CHP
1630
Cable Hill Partners
Oregon
– -$537K -6,271 Closed
ZCA
1631
Zeke Capital Advisors
Pennsylvania
– -$530K -6,194 Closed
CPC
1632
Cookson Peirce & Co
Pennsylvania
– -$485K -5,666 Closed
ISB
1633
Iowa State Bank
Iowa
– -$428K -5,000 Closed
ACI
1634
Alpha Cubed Investments
California
– -$404K -4,719 Closed
MC
1635
Middleton & Co
Massachusetts
– -$394K -4,600 Closed
SWM
1636
Strategic Wealth Management
Washington
– -$368K -4,300 Closed
PPP
1637
Private Portfolio Partners
New Jersey
– -$359K -4,197 Closed
HIM
1638
Hillsdale Investment Management
Ontario, Canada
– -$357K -4,170 Closed
FM
1639
Foster & Motley
Ohio
– -$339K -3,956 Closed
PP
1640
PagnatoKarp Partners
Virginia
– -$335K -3,909 Closed
OPPTF
1641
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$304K -3,822 Closed
MS
1642
Maven Securities
Jersey
– -$327K -3,819 Closed
PM
1643
Parametrica Management
Hong Kong
– -$325K -3,797 Closed
MIH
1644
Meitav Investment House
Israel
– -$328K -3,665 Closed
NFG
1645
Nations Financial Group
Iowa
– -$306K -3,568 Closed
QT
1646
Quantamental Technologies
New York
– -$283K -3,300 Closed
TFS
1647
Thoroughbred Financial Services
Tennessee
– -$278K -3,244 Closed
PFM
1648
Parsec Financial Management
North Carolina
– -$269K -3,147 Closed
IWM
1649
IHT Wealth Management
Illinois
– -$260K -3,034 Closed
FAM
1650
Fred Alger Management
New York
– -$257K -3,000 Closed
64 65
66
67 68