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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 %
KRS
426
Kentucky Retirement Systems
Kentucky
$3.92M +$968K +11,306 +33%
PIA
427
Piedmont Investment Advisors
North Carolina
$3.88M -$5.01M -58,569 -56%
HT
428
Heritage Trust
Oklahoma
$3.88M -$317K -3,705 -8%
SF
429
Synovus Financial
Georgia
$3.78M +$952K +11,062 +34%
KA
430
Kintegral Advisory
New York
$3.76M +$421K +4,915 +13%
GIM
431
Goelzer Investment Management
Indiana
$3.74M -$35.2K -411 -0.9%
PWLP
432
Prio Wealth Limited Partnership
Massachusetts
$3.73M -$687K -8,028 -16%
CGH
433
Crossmark Global Holdings
Texas
$3.73M +$28.9K +338 +0.8%
BBHC
434
Brown Brothers Harriman & Co
New York
$3.71M -$307K -3,585 -8%
DADC
435
D.A. Davidson & Co
Montana
$3.7M -$19.2K -220 -0.5%
WAM
436
Winslow Asset Management
Ohio
$3.68M -$35.3K -412 -0.9%
WIS
437
Wright Investors Service
Connecticut
$3.68M -$374K -4,373 -9%
COPPSERS
438
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.67M -$29.2K -341 -0.8%
CIA
439
Choate Investment Advisors
Massachusetts
$3.66M – – –
SWM
440
Stockman Wealth Management
Montana
$3.64M +$219K +2,555 +6%
Rafferty Asset Management
441
Rafferty Asset Management
New York
$3.63M -$5.8M -67,763 -62%
NMERB
442
New Mexico Educational Retirement Board
New Mexico
$3.61M -$912K -10,650 -20%
CLOS
443
Compagnie Lombard Odier SCmA
Switzerland
$3.6M – – –
GIA
444
GHP Investment Advisors
Colorado
$3.53M -$99.8K -1,166 -3%
HL
445
HeadInvest LLC
Maine
$3.52M -$26.6K -311 -0.8%
ANBT
446
American National Bank & Trust
Texas
$3.52M -$848K -9,905 -19%
FIM
447
Freedom Investment Management
Connecticut
$3.5M -$58.5K -444 -2%
Susquehanna International Group
448
Susquehanna International Group
Pennsylvania
$3.5M -$16.9M -197,844 -83%
CTC
449
Central Trust Company
Missouri
$3.48M -$145K -1,692 -4%
BAC
450
Boys Arnold & Co
North Carolina
$3.45M +$241K +2,820 +8%
16 17
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