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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 %
Fidelity International
526
Fidelity International
Bermuda
$2.4M -$9.05M -105,788 -79%
RJT
527
Raymond James Trust
Florida
$2.4M +$84.7K +990 +4%
AIMCA
528
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.4M +$2.4M +28,000 New
Federated Hermes
529
Federated Hermes
Pennsylvania
$2.39M -$27.9M -325,644 -92%
VAS
530
Vestmark Advisory Solutions
Massachusetts
$2.37M +$171K +1,994 +8%
PGIM
531
Pacific Global Investment Management
California
$2.35M -$178K -2,084 -7%
CCM
532
Coldstream Capital Management
Washington
$2.35M -$126K -1,474 -5%
CIP
533
Chartwell Investment Partners
Pennsylvania
$2.34M +$119K +1,386 +5%
CPA
534
Capital Planning Advisors
California
$2.33M -$115K -1,346 -5%
RBA
535
Richard Bernstein Advisors
New York
$2.33M – – –
CIC
536
Cornercap Investment Counsel
Georgia
$2.32M +$163K +1,909 +8%
FNFDCM
537
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.32M -$76.2K -890 -3%
RCM
538
Red Cedar Management
Utah
$2.31M +$2.31M +27,000 New
TIAM
539
TT International Asset Management
United Kingdom
$2.31M +$2.31M +26,971 New
AI
540
Atria Investments
North Carolina
$2.31M -$3.39M -39,649 -60%
HCM
541
Hutner Capital Management
Vermont
$2.29M -$295K -3,445 -11%
FMT
542
First Mercantile Trust
Tennessee
$2.28M +$443K +5,172 +24%
GIA
543
Granite Investment Advisors
New Hampshire
$2.28M +$153K +1,784 +7%
ECA
544
Endeavour Capital Advisors
Connecticut
$2.28M -$3.8M -44,367 -63%
Two Sigma Investments
545
Two Sigma Investments
New York
$2.26M -$7.15M -83,556 -76%
HCM
546
Horan Capital Management
Maryland
$2.26M -$809K -9,450 -26%
BAMF
547
BI Asset Management Fondsmaeglerselskab
Denmark
$2.25M +$2.25M +26,263 New
MAM
548
Morse Asset Management
Connecticut
$2.24M -$714K -8,336 -24%
FMWA
549
Forvis Mazars Wealth Advisors
Missouri
$2.23M -$73.5K -859 -3%
OWD
550
Osborn Williams & Donohoe
Ohio
$2.23M +$50.1K +585 +2%
20 21
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