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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 %
9WM
1626
9258 Wealth Management
Ohio
– -$212K -2,232 Closed
CWA
1627
Capital Wealth Alliance
Arizona
– -$210K -2,215 Closed
NAS
1628
Nicolet Advisory Services
Wisconsin
– -$211K -2,214 Closed
PWW
1629
Pettyjohn Wood & White
Virginia
– -$206K -2,169 Closed
SCA
1630
Snowden Capital Advisors
New York
– -$206K -2,169 Closed
PWM
1631
PRW Wealth Management
Massachusetts
– -$204K -2,145 Closed
HS
1632
Haafor (Singapore)
Singapore
– -$201K -2,110 Closed
NWP
1633
Northstar Wealth Partners
Connecticut
– -$200K -2,110 Closed
AAIM
1634
Asset Advisors Investment Management
Georgia
– -$200K -2,100 Closed
CM
1635
Capula Management
Cayman Islands
– -$135K -1,417 Closed
BSAM
1636
Blue Square Asset Management
New York
– -$118K -1,240 Closed
EWP
1637
Engrave Wealth Partners
Texas
– -$109K -1,148 Closed
THWM
1638
Taylor Hoffman Wealth Management
Virginia
– -$87K -910 Closed
CWP
1639
CFM Wealth Partners
Texas
– -$78K -820 Closed
AIL
1640
AGF Investments LLC
Ontario, Canada
– -$77K -809 Closed
WR
1641
Watson Rebecca
– -$71K -745 Closed
RDWM
1642
Red Door Wealth Management
Tennessee
– -$65K -693 Closed
SMG
1643
Spectrum Management Group
Indiana
– -$48K -506 Closed
AWM
1644
Apollon Wealth Management
South Carolina
– -$48K -502 Closed
PIMG
1645
Patriot Investment Management Group
Tennessee
– -$33.3K -350 Closed
JPLA
1646
Joseph P. Lucia & Associates
New York
– -$27K -282 Closed
Loomis, Sayles & Company
1647
Loomis, Sayles & Company
Massachusetts
– -$23K -246 Closed
NG
1648
NWK Group
California
– -$23K -240 Closed
FWM
1649
FSA Wealth Management
Massachusetts
– -$22K -235 Closed
CWM
1650
Campbell Wealth Management
Virginia
– -$22K -234 Closed
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