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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 %
MGIA
401
Matthew Goff Investment Advisor
Texas
$4.5M +$160K +1,868 +4%
CWM
402
Calamos Wealth Management
Illinois
$4.47M +$4.47M +52,263 New
EP
403
Edgestream Partners
New Jersey
$4.46M -$5.21M -60,827 -54%
PMG
404
ProVise Management Group
Florida
$4.44M -$318K -3,716 -7%
AAF
405
Andra AP-fonden
Sweden
$4.41M -$59.9K -700 -1%
1SB
406
1ST Source Bank
Indiana
$4.4M -$77.2K -902 -2%
1IA
407
1834 Investment Advisors
Wisconsin
$4.33M +$2.97M +34,693 +219%
DBT
408
Dubuque Bank & Trust
Iowa
$4.31M -$343K -4,005 -7%
MYAM
409
Meiji Yasuda Asset Management
Japan
$4.3M -$407K -4,751 -9%
NSEDCP
410
NJ State Employees Deferred Compensation Plan
New Jersey
$4.28M – – –
PA
411
Perennial Advisors
New York
$4.27M +$682K +7,967 +19%
ECM
412
Elgethun Capital Management
South Dakota
$4.25M +$758K +8,860 +22%
AF
413
Alerus Financial
North Dakota
$4.21M -$14.1K -165 -0.3%
WSCM
414
Wellington Shields Capital Management
New York
$4.15M +$1.9M +22,200 +84%
CA
415
Cornerstone Advisors
North Carolina
$4.11M – – –
TF
416
TIAA FSB
Florida
$4.1M -$144K -1,680 -3%
KFP
417
KMG Fiduciary Partners
Ohio
$4.09M -$141K -1,648 -3%
CFA
418
Carroll Financial Associates
North Carolina
$4.08M +$3.42K +40 +0.1%
SMI
419
Shelter Mutual Insurance
Missouri
$4.07M – – –
DC
420
Davenport & Co
Virginia
$4.01M -$282K -3,300 -7%
ELC
421
Edgar Lomax Company
Virginia
$4M +$4M +46,675 New
EGA
422
Eagle Global Advisors
Texas
$3.98M +$78.3K +915 +2%
SCM
423
Stanley Capital Management
Texas
$3.98M -$2.24M -26,200 -36%
Cambridge Investment Research Advisors
424
Cambridge Investment Research Advisors
Iowa
$3.94M +$385K +4,498 +11%
SJL
425
Shayne & Jacobs LLC
Tennessee
$3.94M -$64.1K -749 -2%
15 16
17
18 19