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American Express
AXP

Overview Fund Activity

1,536 hedge funds and large institutions have $59.2B invested in American Express in 2020 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 547 increasing their positions, 633 reducing their positions, and 245 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,536
Holders Change
-137
Holders Change %
-8.19%
% of All Funds
33.93%
Holding in Top 10
32
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-39.62%
% of All Funds
0.71%
New
132
Increased
547
Reduced
633
Closed
245
Calls
$461M
Puts
$621M
Net Calls
-$160M
Net Calls Change
+$224M

Top Buyers

1
LP
Longview Partners
Guernsey
+$744M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$693M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$332M
4
Harris Associates
Harris Associates
Illinois
+$176M
5
Morgan Stanley
Morgan Stanley
New York
+$134M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$771M
2
FPP
Findlay Park Partners
United Kingdom
-$314M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$203M
4
TP
Theleme Partners
United Kingdom
-$146M
5
Parnassus Investments
Parnassus Investments
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
226
Regions Financial Corp
Alabama
$15.3M +$5.14K +60 +0%
MIS
227
Morningstar Investment Services
Illinois
$15.3M -$324K -3,593 -2%
Calamos Advisors
228
Calamos Advisors
Illinois
$15.3M -$825K -9,638 -5%
RJFSA
229
Raymond James Financial Services Advisors
Florida
$15M +$2.91M +34,025 +24%
MIM
230
MetLife Investment Management
New Jersey
$14.8M -$453K -5,292 -3%
Handelsbanken Fonder
231
Handelsbanken Fonder
Sweden
$14.8M +$2.23M +26,000 +18%
MSL
232
Mackay Shields LLC
New York
$14.7M -$2.41M -28,160 -14%
HLCM
233
Hi-Line Capital Management
South Dakota
$14.6M +$72.5K +847 +0.5%
TIP
234
Torray Investment Partners
Maryland
$14.4M -$15.1K -176 -0.1%
FMI
235
Factory Mutual Insurance
Massachusetts
$14.3M – – –
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$14.3M +$1.07M +12,546 +8%
GIBU
237
Gulf International Bank (UK)
United Kingdom
$14.2M – – –
Natixis Advisors
238
Natixis Advisors
Massachusetts
$14.1M -$1.11M -12,915 -7%
BFS
239
Bradley Foster & Sargent
Connecticut
$14M -$206K -2,404 -1%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$13.6M -$1.21M -14,125 -8%
NG
241
NatWest Group
United Kingdom
$13.6M +$864K +10,090 +7%
LPL Financial
242
LPL Financial
California
$13.6M +$421K +4,922 +3%
WBC
243
Westpac Banking Corp
Australia
$13.3M +$346K +4,042 +3%
Comerica Bank
244
Comerica Bank
Texas
$13.3M -$59.4K -714 -0.4%
Osaic Holdings
245
Osaic Holdings
Arizona
$13.3M +$13.3M +185,646 New
KFC
246
Klingenstein Fields & Co
New York
$13.3M -$403K -4,712 -3%
SOMRS
247
State of Michigan Retirement System
Michigan
$13.2M -$728K -8,500 -5%
SAM
248
Shell Asset Management
Netherlands
$13.1M -$1.59M -18,540 -11%
Adage Capital Partners
249
Adage Capital Partners
Massachusetts
$13.1M -$44.4M -518,300 -77%
SBWIC
250
Schaper Benz & Wise Investment Counsel
Wisconsin
$13M +$148K +1,731 +1%
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