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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 %
CCM
626
Condor Capital Management
New Jersey
$1.57M +$1.4M +16,373 +844%
BBVA
627
Banco Bilbao Vizcaya Argentaria
Spain
$1.57M -$1.53M -17,881 -49%
FAAS
628
First Allied Advisory Services
California
$1.56M +$199K +2,321 +15%
SFO
629
Stokes Family Office
Louisiana
$1.55M +$261K +3,046 +20%
BB
630
Busey Bank
Illinois
$1.55M +$7.7K +90 +0.5%
TK
631
TIAA Kaspick
Massachusetts
$1.53M +$1.53M +17,890 New
CA
632
Callahan Advisors
Texas
$1.53M +$128K +1,501 +9%
LNWWM
633
Laird Norton Wetherby Wealth Management
California
$1.52M -$19.7K -230 -1%
CC
634
Courier Capital
New York
$1.51M – – –
HC
635
HNP Capital
New York
$1.51M +$1.08M +13,249 +252%
APW
636
Aurora Private Wealth
New Jersey
$1.51M +$687K +8,025 +84%
KHLMVGHM
637
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.51M – – –
ACM
638
Ativo Capital Management
Illinois
$1.5M +$272K +3,183 +22%
AWM
639
Altium Wealth Management
New York
$1.49M +$98.9K +1,156 +7%
IRF
640
IBM Retirement Fund
New York
$1.49M +$507K +5,919 +52%
SC
641
SouthState Corp
Florida
$1.48M -$570K -6,660 -28%
PFSC
642
Peoples Financial Services Corp
Pennsylvania
$1.47M -$226K -2,641 -13%
WOC
643
West Oak Capital
California
$1.46M +$42.8K +500 +3%
RRAM
644
River Road Asset Management
Kentucky
$1.45M +$1.45M +16,923 New
BBWA
645
Bell & Brown Wealth Advisors
California
$1.44M +$38.9K +453 +3%
BFIM
646
Beese Fulmer Investment Management
Ohio
$1.44M -$44.5K -520 -3%
BFA
647
Brendel Financial Advisors
New Hampshire
$1.44M – – –
JCM
648
Jag Capital Management
Missouri
$1.43M +$36.5K +426 +3%
MCM
649
Mitchell Capital Management
Kansas
$1.43M +$8.31K +97 +0.6%
HCM
650
Howland Capital Management
Massachusetts
$1.42M -$22.5K -263 -2%
24 25
26
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