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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 %
BCM
376
Buckhead Capital Management
Georgia
$5.24M -$437K -5,110 -8%
Mirae Asset Global Investments
377
Mirae Asset Global Investments
South Korea
$5.2M +$525K +6,127 +11%
NB
378
Norinchukin Bank
Japan
$5.18M -$2.75M -32,128 -35%
PAG
379
Private Advisor Group
New Jersey
$5.17M +$561K +6,549 +12%
NEI
380
Northwest & Ethical Investments
Ontario, Canada
$5.16M +$5.16M +60,220 New
SCC
381
Steel Canyon Capital
Arizona
$5.12M +$5.12M +59,754 New
RCM
382
RNC Capital Management
California
$5.12M -$9.5K -111 -0.2%
FCT
383
Family Capital Trust
Massachusetts
$5.1M -$6.38K -58 -0.1%
TNB
384
TCF National Bank
South Dakota
$5.1M -$75.2K -878 -1%
PL
385
Parthenon LLC
Kentucky
$5.08M +$171K +1,992 +3%
DT
386
Diversified Trust
Tennessee
$5M +$711K +8,301 +17%
RS
387
Robeco Schweiz
Switzerland
$4.92M -$433K -4,800 -8%
LCM
388
LVM Capital Management
Michigan
$4.71M +$529K +6,175 +13%
ATC
389
Argent Trust Co
Tennessee
$4.7M -$55K -643 -1%
RIM
390
Redpoint Investment Management
Australia
$4.69M +$2.65K +31 +0.1%
WCM
391
Wisconsin Capital Management
Wisconsin
$4.64M -$9.85K -115 -0.2%
OCM
392
Olstein Capital Management
New York
$4.62M +$2.47M +28,900 +115%
MA
393
Montag & Associates
Georgia
$4.62M +$1.58M +18,467 +52%
CAM
394
Cubic Asset Management
Massachusetts
$4.59M -$183K -2,135 -4%
CAPTRUST Financial Advisors
395
CAPTRUST Financial Advisors
North Carolina
$4.58M -$79.6K -1,022 -2%
NCM
396
Narwhal Capital Management
Georgia
$4.58M +$1.14M +13,309 +33%
MIM
397
Marco Investment Management
Georgia
$4.56M -$47.2K -551 -1%
IMOV
398
Investment Management of Virginia
Virginia
$4.53M -$159K -1,857 -3%
SIG
399
Sky Investment Group
Connecticut
$4.52M +$101K +1,175 +2%
TFM
400
TPI Fund Managers
United Kingdom
$4.52M -$5.73M -66,886 -56%
14 15
16
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