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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 %
PMG
201
Private Management Group
California
$21.5M -$2.77M -27,590 -11%
ACM
202
Aquamarine Capital Management
New York
$21.1M – – –
ASRS
203
Arizona State Retirement System
Arizona
$20.9M +$4.69M +46,746 +29%
ET
204
Equitable Trust
Tennessee
$20.3M -$126K -1,252 -0.6%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$20M +$132K +1,314 +0.7%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$19.9M -$516K -5,148 -3%
ESBC
207
E.S. Barr & Co
Kentucky
$19.6M -$621K -6,195 -3%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$19.5M +$1.07M +10,688 +6%
AIA
209
Avalon Investment & Advisory
Texas
$19.3M -$1.05M -10,505 -5%
RMA
210
Roffman Miller Associates
Pennsylvania
$19.3M -$493K -4,921 -2%
Man Group
211
Man Group
United Kingdom
$19M +$12.3M +122,460 +182%
M&T Bank
212
M&T Bank
New York
$18.9M -$210K -2,092 -1%
ACA
213
Anchor Capital Advisors
Massachusetts
$18.5M +$6.91M +68,956 +60%
AC
214
Athanor Capital
New York
$18.5M -$8.41M -83,892 -31%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$18.5M -$249K -2,484 -1%
Nomura Asset Management
216
Nomura Asset Management
Japan
$18.3M -$648K -6,467 -3%
RCAMU
217
Rothschild & Co Asset Management US
Connecticut
$18.1M -$2.38M -23,745 -12%
UCFA
218
United Capital Financial Advisors
Texas
$18.1M +$167K +1,667 +0.9%
RJFSA
219
Raymond James Financial Services Advisors
Florida
$18M -$261K -2,606 -1%
JPMPWA
220
J.P. Morgan Private Wealth Advisors
California
$17.9M -$1.59M -15,835 -8%
RFC
221
Regions Financial Corp
Alabama
$17.6M -$346K -3,453 -2%
AQR Capital Management
222
AQR Capital Management
Connecticut
$17.5M -$21.3M -214,710 -55%
SG Americas Securities
223
SG Americas Securities
New York
$17.4M -$3.3M -32,872 -16%
PGF
224
Pelham Global Financials
United Kingdom
$17.3M – – –
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$17.1M +$255K +2,540 +2%
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