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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 %
ACM
501
Adalta Capital Management
New York
$2.78M -$205K -2,390 -7%
MERSOM
502
Municipal Employees' Retirement System of Michigan
Michigan
$2.76M – – –
BP
503
BBR Partners
New York
$2.74M +$5.65K +66 +0.2%
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
$2.72M -$117K -1,363 -4%
WIA
505
Wealthstreet Investment Advisors
Texas
$2.7M +$283K +3,300 +12%
TAM
506
Taurus Asset Management
New York
$2.68M -$42.8K -500 -2%
CAM
507
Columbia Asset Management
Michigan
$2.67M +$64.2K +750 +2%
SLI
508
Sumitomo Life Insurance
Japan
$2.67M +$193K +2,255 +8%
BF
509
BOK Financial
Oklahoma
$2.66M -$139K -1,618 -5%
VCA
510
Verdence Capital Advisors
Maryland
$2.65M +$491K +5,738 +23%
PI
511
PEAK6 Investments
Illinois
$2.65M +$2.65M +30,908 New
CB
512
Cadence Bank
Mississippi
$2.62M +$123K +1,436 +5%
ECM
513
ExodusPoint Capital Management
New York
$2.6M +$1.21M +14,167 +87%
MCM
514
MAI Capital Management
Ohio
$2.59M -$54K -631 -2%
OCM
515
One Capital Management
California
$2.54M +$59.7K +697 +2%
PPSG
516
Princeton Portfolio Strategies Group
New Jersey
$2.52M -$62.6K -731 -2%
ACC
517
Accident Compensation Corp
New Zealand
$2.51M -$111K -1,300 -4%
SCM
518
Silvant Capital Management
Georgia
$2.5M -$46K -537 -2%
BFEC
519
Benjamin F. Edwards & Company
Missouri
$2.45M +$249K +2,905 +11%
LSERS
520
Louisiana State Employees Retirement System
Louisiana
$2.44M -$291K -3,400 -11%
CT
521
Chicago Trust
Illinois
$2.44M -$304K -3,546 -11%
IEFM
522
IQ EQ Fund Management
Ireland
$2.44M +$67.8K +792 +3%
BCM
523
Birmingham Capital Management
Alabama
$2.43M +$68.5K +800 +3%
Mercer Global Advisors
524
Mercer Global Advisors
Colorado
$2.42M -$348K -4,060 -13%
SCA
525
Stokes Capital Advisors
South Carolina
$2.4M +$153K +1,789 +7%
19 20
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