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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
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 %
Natixis Advisors
201
Natixis Advisors
Massachusetts
$20.8M +$5.18M +54,412 +33%
ERSOT
202
Employees Retirement System of Texas
Texas
$20.6M – – –
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$20.6M -$8.12M -85,320 -28%
FAF
204
Fjarde Ap-fonden
Sweden
$20.2M +$190K +2,000 +1%
ACM
205
Aquamarine Capital Management
New York
$20M – – –
DWA
206
Douglass Winthrop Advisors
New York
$19.9M -$1.56M -16,390 -7%
SG Americas Securities
207
SG Americas Securities
New York
$19.6M -$5.75M -60,396 -23%
RCAMU
208
Rothschild & Co Asset Management US
Connecticut
$19.5M -$2M -21,015 -9%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$19.4M -$755K -7,927 -4%
ET
210
Equitable Trust
Tennessee
$19.4M -$6M -63,042 -24%
KBC Group
211
KBC Group
Belgium
$19.3M +$10.9M +114,585 +130%
AIA
212
Avalon Investment & Advisory
Texas
$19.3M -$2.56M -26,860 -12%
ESBC
213
E.S. Barr & Co
Kentucky
$19.2M +$33.8K +355 +0.2%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$18.8M +$1.18M +12,361 +7%
RMA
215
Roffman Miller Associates
Pennsylvania
$18.8M +$39.8K +418 +0.2%
SMDAM
216
Sumitomo Mitsui DS Asset Management
Japan
$18.6M +$388K +4,078 +2%
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
$18.6M +$18.6M +195,231 New
JPMPWA
218
J.P. Morgan Private Wealth Advisors
California
$18.5M +$1.12M +11,768 +6%
M&T Bank
219
M&T Bank
New York
$18.1M -$1.49M -15,608 -8%
PAM
220
Panagora Asset Management
Massachusetts
$18M -$3.4M -35,696 -16%
Nomura Asset Management
221
Nomura Asset Management
Japan
$18M -$3.42M -35,933 -16%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$17.8M +$1.91M +20,084 +12%
ZIM
223
Zacks Investment Management
Illinois
$17.6M -$1.72M -18,075 -9%
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$17.5M -$12.1M -126,979 -41%
RJFSA
225
Raymond James Financial Services Advisors
Florida
$17.3M +$662K +6,950 +4%
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