AXP icon

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 %
BC
301
Bartlett & Co
Ohio
$9.01M +$9.01M +105,213 New
BFA
302
Bragg Financial Advisors
North Carolina
$8.69M +$238K +2,778 +3%
KeyBank National Association
303
KeyBank National Association
Ohio
$8.6M -$80.6K -942 -0.9%
TAM
304
Tocqueville Asset Management
New York
$8.57M +$137K +1,595 +2%
CTA
305
Chesley Taft & Associates
Illinois
$8.53M -$75.8K -885 -0.9%
GIP
306
Greatmark Investment Partners
Georgia
$8.42M +$769K +8,988 +10%
FRAF
307
Första AP-fonden
Sweden
$8.39M +$5.67M +66,200 +208%
KPCM
308
Kings Point Capital Management
New York
$8.37M +$763K +8,910 +10%
SAM
309
Silvercrest Asset Management
New York
$8.35M -$215K -2,508 -3%
CSIC
310
Clifford Swan Investment Counsel
California
$8.35M +$2.37M +27,653 +40%
RHBC
311
R.H. Bluestein & Co
Michigan
$8.33M +$7.94M +92,801 +2,051%
MSA
312
Mason Street Advisors
Wisconsin
$8.2M – – –
FTIOP
313
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.06M -$184K -2,150 -2%
CBUSF
314
Construction & Building Unions Superannuation Fund
Australia
$8.03M -$8.09M -94,464 -50%
DJSG
315
D.J. St. Germain
Massachusetts
$7.96M -$236K -2,754 -3%
CCA
316
Cobblestone Capital Advisors
New York
$7.9M +$169K +1,977 +2%
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$7.88M +$854K +9,973 +12%
MOACM
318
Mutual of America Capital Management
New York
$7.83M +$43.6K +509 +0.6%
HW
319
Hancock Whitney
Mississippi
$7.78M -$2.11M -24,675 -21%
KBC Group
320
KBC Group
Belgium
$7.57M -$1.56M -18,204 -17%
SC
321
Salzman & Co
New York
$7.38M +$7.38M +86,225 New
HIMCH
322
Hartford Investment Management Co (HIMCO)
Connecticut
$7.24M +$294K +3,432 +4%
WT
323
Whittier Trust
California
$7.14M -$400K -4,668 -5%
Creative Planning
324
Creative Planning
Kansas
$7.09M -$172K -2,008 -2%
NI
325
NFC Investments
Tennessee
$7.08M +$7.08M +82,737 New
11 12
13
14 15