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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 %
AWM
551
AE Wealth Management
Kansas
$2.19M +$450K +5,253 +26%
FMTC
552
Farmers & Merchants Trust Company
California
$2.17M +$55.8K +652 +3%
LIA
553
LS Investment Advisors
Michigan
$2.16M -$265K -3,099 -11%
ASN
554
Advisory Services Network
Georgia
$2.15M +$616K +7,191 +40%
FHB
555
First Hawaiian Bank
Hawaii
$2.14M +$201K +2,347 +10%
BL
556
Bleichroeder LP
New York
$2.14M -$4.55M -53,106 -68%
USAA
557
United Services Automobile Association
Texas
$2.12M +$70.1K +638 +3%
FG
558
Fiduciary Group
Georgia
$2.11M -$22.4K -262 -1%
FNT
559
First National Trust
Pennsylvania
$2.11M -$171K -1,992 -7%
EOJOAM
560
E. Ohman J:or Asset Management
Sweden
$2.08M -$933K -10,900 -31%
TAM
561
Tradition Asset Management
Virginia
$2.06M -$88.6K -1,035 -4%
AIM
562
Arcadia Investment Management
Michigan
$2.05M +$322K +3,765 +19%
CAM
563
CenterStar Asset Management
Illinois
$2.05M – – –
Simplex Trading
564
Simplex Trading
Illinois
$2.03M -$1.05M -12,302 -34%
CCM
565
Covington Capital Management
California
$2.03M -$15.7K -183 -0.8%
FWIA
566
Fort Washington Investment Advisors
Ohio
$2.01M -$4.01M -46,808 -67%
VC
567
Vestor Capital
Illinois
$2M +$2M +23,355 New
SAIG
568
Semper Augustus Investments Group
Colorado
$2M +$229K +2,675 +13%
MYLI
569
Meiji Yasuda Life Insurance
Japan
$1.99M -$346K -4,036 -15%
RG
570
Rathbones Group
United Kingdom
$1.97M +$74.7K +873 +4%
GIM
571
Grassi Investment Management
California
$1.97M – – –
NEAM
572
New England Asset Management
Connecticut
$1.95M +$42.8K +500 +2%
BWAM
573
Boyd Watterson Asset Management
Ohio
$1.92M +$98.5K +1,151 +5%
PF
574
Phoenix Financial
Israel
$1.92M +$1.07M +12,891 +127%
PSUF
575
People's United Financial
Connecticut
$1.9M -$15.9K -186 -0.8%
21 22
23
24 25