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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 %
AF
601
Ally Financial
Michigan
$1.71M – – –
MIA
602
MainStreet Investment Advisors
Illinois
$1.71M +$372K +4,349 +28%
BOS
603
Bank of Stockton
California
$1.71M -$101K -1,185 -6%
PH
604
Pinnacle Holdings
Oklahoma
$1.7M +$101K +1,179 +6%
GWM
605
Geneos Wealth Management
Colorado
$1.7M -$169K -1,900 -9%
Voloridge Investment Management
606
Voloridge Investment Management
Florida
$1.68M +$1.68M +19,663 New
ODCM
607
Old Dominion Capital Management
Virginia
$1.68M -$14.6K -170 -0.9%
SWP
608
Stratos Wealth Partners
Ohio
$1.68M +$32.2K +376 +2%
TW
609
Transform Wealth
Colorado
$1.68M -$110K -1,280 -6%
KCMRT
610
Kemper Corp Master Retirement Trust
Illinois
$1.67M – – –
DAM
611
Doheny Asset Management
California
$1.67M – – –
GFPC
612
Global Financial Private Capital
Florida
$1.67M -$222K -2,581 -12%
HTC
613
Haverford Trust Company
Pennsylvania
$1.65M -$338K -3,945 -17%
EHWM
614
Eads & Heald Wealth Management
Georgia
$1.63M -$75.1K -877 -4%
CI
615
Cigna Investments
Connecticut
$1.63M +$94.1K +1,100 +6%
CA
616
Clearstead Advisors
Ohio
$1.62M -$47.5K -555 -3%
Bank Julius Baer & Co
617
Bank Julius Baer & Co
Switzerland
$1.62M +$1.62M +18,914 New
UB
618
UMB Bank
Missouri
$1.62M -$25.8K -301 -2%
GCA
619
Guardian Capital Advisors
Ontario, Canada
$1.61M +$6.56K +120 +0.4%
Primecap Management
620
Primecap Management
California
$1.61M – – –
TCOV
621
Trust Company of Vermont
Vermont
$1.61M +$50.1K +585 +3%
V
622
ValueWorks
New York
$1.6M -$71.6K -836 -4%
PCI
623
Pacifica Capital Investments
Texas
$1.58M – – –
BDWM
624
Brewin Dolphin Wealth Management
Ireland
$1.57M +$41.9K +490 +3%
MVA
625
Mount Vernon Associates
Maryland
$1.57M +$111K +1,300 +8%
23 24
25
26 27