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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 %
CFGS
701
Concourse Financial Group Securities
Alabama
$1.17M +$1.17M +13,646 New
MC
702
Moors & Cabot
Massachusetts
$1.17M -$213K -2,485 -15%
MWM
703
Modera Wealth Management
New Jersey
$1.16M +$70.3K +821 +6%
SIM
704
Stratos Investment Management
Ohio
$1.16M +$1.16M +13,508 New
JCM
705
Jacobi Capital Management
Pennsylvania
$1.16M -$167K -1,950 -13%
GWCM
706
Godshalk Welsh Capital Management
Pennsylvania
$1.15M -$38.5K -450 -3%
SCM
707
SOL Capital Management
Maryland
$1.15M -$4.28K -50 -0.4%
KCM
708
Kanawha Capital Management
Virginia
$1.15M -$2.31K -27 -0.2%
PT
709
Plimoth Trust
Massachusetts
$1.14M -$475K -5,555 -29%
IAS
710
Investment Advisory Services
Texas
$1.14M +$224K +2,611 +24%
CWM
711
Concentric Wealth Management
California
$1.13M +$259K +3,030 +30%
TBA
712
Tower Bridge Advisors
Pennsylvania
$1.13M +$558K +6,515 +98%
CDH
713
Charles D. Hyman
$1.13M -$31.2K -364 -3%
KIA
714
KCM Investment Advisors
California
$1.12M -$1.16M -13,497 -51%
Cerity Partners
715
Cerity Partners
New York
$1.12M -$272K -3,175 -20%
ISL
716
Ingalls & Snyder LLC
New York
$1.11M +$1.11M +12,950 New
BO
717
BRR OpCo
Ohio
$1.11M +$342 +4 +0%
ST
718
Smithfield Trust
Pennsylvania
$1.11M -$83.9K -980 -7%
VLKIM
719
Van Lanschot Kempen Investment Management
Netherlands
$1.1M +$44.3K +517 +4%
TU
720
TDAM USA
Ontario, Canada
$1.1M -$11.8K -138 -1%
Aristotle Capital Management
721
Aristotle Capital Management
California
$1.09M -$42.7K -499 -4%
BRC
722
Bell Rock Capital
Delaware
$1.08M +$317K +3,705 +41%
AW
723
ACG Wealth
Georgia
$1.08M +$23.8K +278 +2%
SPC
724
Sigma Planning Corp
Michigan
$1.07M -$13.7K -160 -1%
ABC
725
Associated Banc-Corp
Wisconsin
$1.07M +$149K +1,743 +16%
27 28
29
30 31