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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 %
DZ Bank
576
DZ Bank
Germany
$1.89M -$593K -6,832 -24%
GD
577
Grandfield & Dodd
New York
$1.89M +$7.71K +90 +0.4%
Fiera Capital (Canada)
578
Fiera Capital (Canada)
Quebec, Canada
$1.88M +$20.6K +241 +1%
AP
579
Advisor Partners
California
$1.88M -$231K -2,704 -11%
Wolverine Trading
580
Wolverine Trading
Illinois
$1.87M -$29M -321,295 -94%
FC
581
FORA Capital
Florida
$1.86M +$1.73M +20,185 +1,286%
BIAS
582
Beacon Investment Advisory Services
New Jersey
$1.85M -$163K -1,900 -8%
AR
583
Advisory Research
Illinois
$1.83M +$157K +1,829 +9%
BW
584
Bison Wealth
Georgia
$1.82M -$71.1K -830 -4%
SAM
585
Sawgrass Asset Management
Florida
$1.82M +$305K +3,564 +20%
ACM
586
AlphaCrest Capital Management
New York
$1.81M +$1.81M +21,175 New
CAM
587
Cresset Asset Management
Illinois
$1.8M -$448K -5,232 -20%
PI
588
PineBridge Investments
New York
$1.8M -$4.64M -54,205 -72%
MCM
589
Murphy Capital Management
New Jersey
$1.8M -$49.8K -582 -3%
CAN
590
Cetera Advisor Networks
California
$1.78M -$331K -3,867 -16%
SW
591
SVB Wealth
Massachusetts
$1.78M -$193K -2,259 -10%
ADL
592
Asset Dedication LLC
California
$1.77M +$78.4K +913 +5%
COI
593
Connable Office Inc
Michigan
$1.77M +$249K +2,910 +16%
AC
594
Allstate Corporation
Illinois
$1.76M -$4.88M -56,967 -73%
RC
595
Roundview Capital
New Jersey
$1.76M -$92.1K -1,076 -5%
HT
596
HighTower Trust
Texas
$1.74M – – –
KRSITF
597
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.74M +$381K +4,446 +28%
ACM
598
Azimuth Capital Management
Michigan
$1.74M +$91.6K +1,070 +6%
SWP
599
Strategic Wealth Partners
Ohio
$1.72M +$1.72M +13,839 New
RC
600
RBF Capital
California
$1.71M -$257K -3,000 -13%
22 23
24
25 26