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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 %
HNB
151
Huntington National Bank
Ohio
$36.8M -$1.94M -19,393 -5%
KFM
152
KG Funds Management
New York
$36.4M -$2.51M -25,000 -6%
WA
153
WestEnd Advisors
North Carolina
$34.9M +$34.9M +348,628 New
VOYA Investment Management
154
VOYA Investment Management
Georgia
$33.5M -$936K -9,340 -3%
BNP Paribas Asset Management
155
BNP Paribas Asset Management
France
$33.3M +$1.19M +11,850 +4%
CCMG
156
Clark Capital Management Group
Pennsylvania
$33.2M -$7.22M -72,068 -18%
WFMPM
157
Woodley Farra Manion Portfolio Management
Indiana
$33.1M -$2.04M -20,358 -6%
HPC
158
HM Payson & Co
Maine
$32.9M -$150K -1,499 -0.5%
William Blair & Company
159
William Blair & Company
Illinois
$32.8M +$1.59M +15,892 +5%
BMO
160
Beck Mack & Oliver
New York
$32.7M +$77K +768 +0.2%
KBC Group
161
KBC Group
Belgium
$32.2M +$11.8M +117,906 +58%
Parallax Volatility Advisers
162
Parallax Volatility Advisers
California
$32M +$14.7M +146,336 +85%
HighTower Advisors
163
HighTower Advisors
Illinois
$31.1M -$9.02M -89,953 -22%
TRSOTSOK
164
Teachers Retirement System of the State of Kentucky
Kentucky
$31.1M -$386K -3,850 -1%
Brown Advisory
165
Brown Advisory
Maryland
$30.7M +$514K +5,126 +2%
TBC
166
Tweedy, Browne Co
Connecticut
$30.3M -$421K -4,196 -1%
Macquarie Group
167
Macquarie Group
Australia
$30.1M +$1.23M +12,305 +4%
Capital Research Global Investors
168
Capital Research Global Investors
California
$30.1M – – –
CS
169
Central Securities
New York
$30.1M +$12M +120,000 +67%
CWM
170
CIBC World Markets
New York
$29M +$6.85M +68,358 +31%
MIFH
171
Migdal Insurance & Financial Holdings
Israel
$28.3M +$15M +149,275 +112%
ProShare Advisors
172
ProShare Advisors
Maryland
$27.9M -$6.39M -63,740 -19%
SEI Investments
173
SEI Investments
Pennsylvania
$27.9M +$1.06M +10,557 +4%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$27.8M +$5.91M +58,966 +27%
TI
175
Think Investments
California
$27.7M +$27.7M +276,700 New
5 6
7
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