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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
1
Longview Partners
Guernsey
$810M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.1B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$332M
4
Harris Associates
4
Harris Associates
Illinois
$176M
5
Morgan Stanley
5
Morgan Stanley
New York
$661M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.64B
2
FPP
2
Findlay Park Partners
United Kingdom
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$172M
4
TP
4
Theleme Partners
United Kingdom
$0
5
Parnassus Investments
5
Parnassus Investments
California
$400M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parnassus Investments
26
Parnassus Investments
California
$400M -$145M -1,689,006 -27%
Deutsche Bank
27
Deutsche Bank
Germany
$369M +$33.4M +390,035 +10%
American Century Companies
28
American Century Companies
Missouri
$364M -$7.82M -91,300 -2%
Legal & General Group
29
Legal & General Group
United Kingdom
$362M +$4.45M +51,848 +1%
RCWMU
30
Rothschild & Co Wealth Management (UK)
United Kingdom
$338M +$7.59M +88,694 +2%
Viking Global Investors
31
Viking Global Investors
Connecticut
$332M +$332M +3,878,280 New
First Eagle Investment Management
32
First Eagle Investment Management
New York
$327M -$30.2M -352,333 -8%
Charles Schwab
33
Charles Schwab
California
$295M +$3.67M +42,840 +1%
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$289M -$36M -420,575 -11%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$272M +$21.5M +252,596 +9%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$258M +$3.65M +42,672 +1%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$251M -$24.3K -275 -0%
Wells Fargo
38
Wells Fargo
California
$246M -$30.1M -352,163 -11%
Allianz Asset Management
39
Allianz Asset Management
Germany
$235M +$30.3M +354,363 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$214M +$4.52M +52,801 +2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$214M -$14.4M -188,168 -6%
PPA
42
Parametric Portfolio Associates
Washington
$197M -$11.5M -134,780 -6%
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183M -$5.69M -66,502 -3%
EVM
44
Eaton Vance Management
Massachusetts
$181M -$24.6M -287,858 -12%
Harris Associates
45
Harris Associates
Illinois
$176M +$176M +2,053,106 New
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$172M -$203M -2,372,349 -54%
ECU
47
Egerton Capital (UK)
United Kingdom
$170M -$110M -1,285,509 -39%
BCF
48
BLS Capital Fondsmaeglerselskab
Denmark
$164M +$46.1M +538,516 +39%
Fayez Sarofim & Co
49
Fayez Sarofim & Co
Texas
$154M -$2.2M -25,666 -1%
UBS Group
50
UBS Group
Switzerland
$153M -$20.4M -237,922 -12%
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