AXP icon

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 %
AS
651
Altshuler Shaham
Israel
$1.42M -$968K -11,304 -41%
HIM
652
HawsGoodwin Investment Management
Tennessee
$1.42M -$167K -1,952 -11%
BA
653
Bennicas & Associates
California
$1.42M -$70.6K -825 -5%
BBA
654
BLB&B Advisors
Pennsylvania
$1.41M -$89.9K -1,050 -6%
ACM
655
Advisors Capital Management
New Jersey
$1.41M +$271K +3,170 +24%
AT
656
Arden Trust
Delaware
$1.4M -$70.9K -828 -5%
BFO
657
Boston Family Office
Massachusetts
$1.4M -$171K -2,000 -11%
ECM
658
Everence Capital Management
Indiana
$1.4M – – –
IC
659
Investment Counsel
Michigan
$1.39M +$42.8K +500 +3%
CCG
660
Ceeto Capital Group
Florida
$1.38M +$148K +1,732 +12%
PAM
661
Private Asset Management
California
$1.38M – – –
EWM
662
Evercore Wealth Management
New York
$1.38M +$96.8K +1,131 +8%
B
663
Barings
North Carolina
$1.37M +$127K +1,485 +10%
AWM
664
Avior Wealth Management
Nebraska
$1.36M -$274K -3,204 -17%
MAM
665
Meeder Asset Management
Ohio
$1.36M +$1.06M +12,348 +348%
PWMAG
666
Pinnacle Wealth Management Advisory Group
New Jersey
$1.36M +$72.3K +845 +6%
BL
667
BFSG LLC
California
$1.35M +$15.3K +179 +1%
SWM
668
SVA Wealth Management
Wisconsin
$1.34M -$37.1K -433 -3%
OAM
669
Origin Asset Management
United Kingdom
$1.34M -$1.9M -22,200 -59%
WT
670
Washington Trust
Rhode Island
$1.33M +$432K +5,046 +48%
CNBT
671
Canandaigua National Bank & Trust
New York
$1.33M -$14.5K -169 -1%
III
672
Independent Investors Inc
New York
$1.33M – – –
OTPPB
673
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.32M +$825K +9,641 +165%
JG
674
Jefferies Group
New York
$1.32M +$557K +6,168 +73%
OPCM
675
Osborne Partners Capital Management
California
$1.31M -$68.5K -800 -5%
25 26
27
28 29