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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 %
GG
676
Greenwood Gearhart
Arkansas
$1.31M -$3.42K -40 -0.3%
PI
677
Putnam Investments
Massachusetts
$1.3M -$114K -1,329 -8%
GA
678
GFS Advisors
Texas
$1.3M +$521K +6,086 +67%
NA
679
NewEdge Advisors
Louisiana
$1.3M +$468K +5,472 +56%
NG
680
Northstar Group
New York
$1.29M +$7.39K +86 +0.6%
CCFCSB
681
Cape Cod Five Cents Savings Bank
Massachusetts
$1.28M -$132K -1,546 -9%
WCA
682
Westover Capital Advisors
Delaware
$1.28M -$173K -2,025 -12%
AC
683
Arjuna Capital
North Carolina
$1.27M +$16.2K +189 +1%
SAM
684
Strategy Asset Managers
California
$1.27M -$29.7K -347 -2%
HSA
685
HBK Sorce Advisory
Pennsylvania
$1.27M +$27K +315 +2%
EIM
686
Essex Investment Management
Massachusetts
$1.27M +$1.27M +14,808 New
WS
687
Wedbush Securities
California
$1.27M +$74.9K +875 +6%
GT
688
Glenview Trust
Kentucky
$1.26M -$2.06K -24 -0.2%
IA
689
IFG Advisory
Georgia
$1.25M -$13.9K -162 -1%
MCG
690
MACRO Consulting Group
New Jersey
$1.25M +$1.25M +14,420 New
EH
691
Employers Holdings
Nevada
$1.24M -$159K -1,860 -11%
VI
692
Vestcor Inc
New Brunswick, Canada
$1.23M +$234K +2,731 +23%
RWP
693
RWA Wealth Partners
Massachusetts
$1.22M +$471K +5,500 +63%
HCM
694
Hodges Capital Management
Texas
$1.22M +$65.5K +765 +6%
SBIA
695
Sheaff Brock Investment Advisors
Indiana
$1.22M -$9.08K -106 -0.7%
SAM
696
Selway Asset Management
$1.21M +$8.56K +100 +0.7%
PA
697
Profund Advisors
Maryland
$1.21M -$486K -5,671 -29%
BWM
698
Buckley Wealth Management
Nevada
$1.21M +$237K +2,766 +24%
RIL
699
Rothschild Investment LLC
Illinois
$1.2M -$121K -1,417 -9%
VC
700
Veracity Capital
Georgia
$1.17M -$9.16K -107 -0.8%
26 27
28
29 30