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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 %
WIC
326
Willis Investment Counsel
Georgia
$7.07M +$496K +5,788 +8%
KAM
327
Knightsbridge Asset Management
California
$6.81M -$43.8K -512 -0.6%
FCMC
328
Founders Capital Management (Connecticut)
Connecticut
$6.79M +$102K +1,196 +2%
FGP
329
Foyston, Gordon, & Payne
Ontario, Canada
$6.7M -$9.66M -112,775 -59%
SPIA
330
Steward Partners Investment Advisory
New York
$6.62M +$274K +3,198 +4%
N
331
Natixis
France
$6.58M -$32.3M -377,449 -83%
Impax Asset Management Group
332
Impax Asset Management Group
United Kingdom
$6.58M +$6.58M +76,800 New
BCIM
333
British Columbia Investment Management
British Columbia, Canada
$6.52M -$7.73M -90,237 -54%
FSA
334
Franklin Street Advisors
North Carolina
$6.49M -$1.46M -17,088 -18%
CFG
335
Citizens Financial Group
Rhode Island
$6.49M -$28.2K -329 -0.4%
NAM
336
Nissay Asset Management
Japan
$6.45M +$161K +1,876 +3%
WAS
337
Wesleyan Assurance Society
United Kingdom
$6.42M – – –
SCM
338
Shelton Capital Management
Colorado
$6.4M -$1.97M -23,003 -24%
SIM
339
Sentry Investment Management
Wisconsin
$6.37M +$2.67M +31,137 +72%
II
340
IFM Investors
Australia
$6.32M -$243K -2,694 -4%
Daiwa Securities Group
341
Daiwa Securities Group
Japan
$6.31M -$1.41M -16,490 -18%
BAM
342
Bell Asset Management
Australia
$6.29M +$1.06M +12,397 +20%
DILIC
343
Dai-ichi Life Insurance Company
Japan
$6.28M – – –
BUB
344
BBVA USA Bancshares
Texas
$6.22M -$564K -6,587 -8%
DnB Asset Management
345
DnB Asset Management
Norway
$6.21M -$1.24M -14,470 -17%
Jennison Associates
346
Jennison Associates
New York
$6.09M +$3.06M +35,691 +101%
SI
347
Stephens Inc
Arkansas
$6.04M +$536K +6,266 +10%
CAM
348
Carret Asset Management
New York
$6.01M +$160K +1,870 +3%
CA
349
Claar Advisors
New York
$5.99M +$1.71M +20,000 +40%
CSS
350
Cubist Systematic Strategies
Connecticut
$5.94M +$3.57M +41,723 +151%
12 13
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