AXP icon

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
Viking Global Investors
Connecticut
$999M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.2B
3
DZ Bank
DZ Bank
Germany
$325M
4
Dodge & Cox
Dodge & Cox
California
$1.57B
5
Nordea Investment Management
Nordea Investment Management
Sweden
$521M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$555M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.86B
3
Parnassus Investments
Parnassus Investments
California
$85.7M
4
UBS AM
UBS AM
Illinois
$412M
5
ECU
Egerton Capital (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
176
AMP Capital Investors
Australia
$25.6M -$4.8M -50,745 -16%
AC
177
Athanor Capital
New York
$25.5M +$25.5M +268,286 New
SEI Investments
178
SEI Investments
Pennsylvania
$25.3M +$314K +3,314 +1%
CCM
179
Check Capital Management
California
$25.2M -$5.43M -56,999 -18%
Skandinaviska Enskilda Banken (SEB)
180
Skandinaviska Enskilda Banken (SEB)
Sweden
$25.1M +$3.71M +38,932 +17%
AIG
181
American International Group
New York
$25.1M -$385K -4,040 -2%
Millennium Management
182
Millennium Management
New York
$23.9M +$9.48M +99,607 +66%
VDI
183
Vaughan David Investments
Illinois
$23.9M +$539K +5,659 +2%
AAM
184
Advisors Asset Management
Colorado
$23.4M +$3.26M +34,250 +16%
TAM
185
Todd Asset Management
Kentucky
$23.4M -$1.82M -19,116 -7%
CS
186
Candriam SCA
Luxembourg
$23.2M -$16M -168,460 -41%
PMG
187
Private Management Group
California
$23M -$740K -7,772 -3%
DIA
188
Dana Investment Advisors
Wisconsin
$22.8M -$2.06M -21,594 -8%
LPL Financial
189
LPL Financial
California
$22.8M +$7.7M +80,843 +51%
Schroder Investment Management Group
190
Schroder Investment Management Group
United Kingdom
$22.5M +$18.7M +196,730 +492%
Victory Capital Management
191
Victory Capital Management
Texas
$22.4M -$56.7M -595,239 -72%
Neuberger Berman Group
192
Neuberger Berman Group
New York
$22.3M +$542K +5,710 +2%
RG
193
Renaissance Group
Kentucky
$22.1M +$52.4K +550 +0.2%
CK
194
Cohen Klingenstein
New York
$21.8M – – –
Aviva
195
Aviva
United Kingdom
$21.7M -$1.4M -14,658 -6%
ZIC
196
ZWJ Investment Counsel
Georgia
$21.5M +$2.07M +21,755 +11%
PWAG
197
Polaris Wealth Advisory Group
California
$21.2M +$21.2M +225,260 New
HIMC
198
Heritage Investors Management Corp
Maryland
$21M -$8.76K -92 -0%
AA
199
ALPS Advisors
Colorado
$21M -$400K -4,204 -2%
CWM
200
CIBC World Markets
New York
$21M -$14.4M -151,556 -41%
6 7
8
9 10