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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 %
RB
451
Rodgers Brothers
Pennsylvania
$3.45M -$72.8K -850 -2%
Man Group
452
Man Group
United Kingdom
$3.43M -$2.37M -27,647 -41%
NFGCM
453
Norman Fields Gottscho Capital Management
New York
$3.43M -$18.8K -220 -0.5%
MIM
454
Martin Investment Management
Florida
$3.42M -$1.13M -13,171 -25%
FPCM
455
Financial Partners Capital Management
New York
$3.39M +$3.39M +39,560 New
Schroder Investment Management Group
456
Schroder Investment Management Group
United Kingdom
$3.35M -$627K -7,480 -16%
JC
457
Jacobs & Co
California
$3.35M -$53.9K -630 -2%
CT
458
Cambridge Trust
Massachusetts
$3.32M +$174K +2,037 +6%
1C
459
1623 Capital
Virginia
$3.3M +$539K +6,291 +20%
V
460
Veritable
Delaware
$3.29M -$224K -2,621 -6%
HPIA
461
Hamilton Point Investment Advisors
North Carolina
$3.27M +$3.27M +38,239 New
BCM
462
Basswood Capital Management
New York
$3.27M +$3.27M +38,193 New
EWA
463
EP Wealth Advisors
California
$3.27M -$640K -7,473 -16%
CCG
464
Chatham Capital Group
Georgia
$3.25M +$3.25M +37,950 New
Jane Street
465
Jane Street
New York
$3.21M -$2.49M -29,122 -44%
MCA
466
Mercer Capital Advisers
New Jersey
$3.21M +$406K +4,737 +14%
Wealthfront Advisers
467
Wealthfront Advisers
California
$3.2M +$461K +5,387 +17%
WF
468
WoodTrust Financial
Wisconsin
$3.19M -$61.1K -714 -2%
QCG
469
Quadrant Capital Group
Ohio
$3.18M -$130K -1,516 -4%
FDCDDQ
470
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.18M +$745K +8,697 +31%
AUB
471
Atlantic Union Bankshares
Virginia
$3.17M -$4.97K -58 -0.2%
PWP
472
Private Wealth Partners
California
$3.15M -$145K -1,690 -4%
MCM
473
Matarin Capital Management
New York
$3.13M +$300K +3,506 +11%
Mariner
474
Mariner
Kansas
$3.13M -$370K -4,299 -11%
Lido Advisors
475
Lido Advisors
California
$3.13M +$1.52M +17,712 +94%
17 18
19
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