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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 %
GHAM
726
Gilman Hill Asset Management
Connecticut
$1.07M +$36.2K +423 +4%
FLPIM
727
F.L. Putnam Investment Management
Massachusetts
$1.06M +$22.3K +260 +2%
FWM
728
Frontier Wealth Management
Missouri
$1.06M +$47.2K +551 +5%
ACP
729
Aviance Capital Partners
Florida
$1.06M – – –
BCM
730
Boltwood Capital Management
California
$1.06M -$281K -3,284 -21%
FP
731
Factorial Partners
New York
$1.05M +$368K +4,300 +54%
HCM
732
Hilton Capital Management
New York
$1.05M – – –
FA
733
FDx Advisors
Illinois
$1.05M -$150K -1,755 -13%
FSA
734
Fort Sheridan Advisors
Illinois
$1.04M +$625K +7,300 +149%
PI
735
Pettee Investors
Connecticut
$1.04M – – –
GIA
736
Gateway Investment Advisers
Ohio
$1.04M -$236K -2,760 -19%
PIM
737
Profit Investment Management
Maryland
$1.03M – – –
QI
738
QS Investors
New York
$1.03M +$8.57K +100 +0.8%
WSTAM
739
Wilbanks Smith & Thomas Asset Management
Virginia
$1.03M +$41.8K +488 +4%
SSWM
740
Smith Salley Wealth Management
North Carolina
$1.02M +$3.26K +38 +0.3%
FNBT
741
FineMark National Bank & Trust
Florida
$1.02M +$57.4K +671 +6%
Mackenzie Financial
742
Mackenzie Financial
Ontario, Canada
$1.02M +$160K +1,873 +19%
MPWT
743
MassMutual Private Wealth & Trust
Connecticut
$1.01M -$42K -490 -4%
FIM
744
Fruth Investment Management
Texas
$1.01M -$17.1K -200 -2%
RMAM
745
Raab & Moskowitz Asset Management
New Jersey
$998K -$95.9K -1,121 -9%
BSA
746
Bull Street Advisors
Georgia
$996K +$514K +6,000 +106%
GJIC
747
Gamble Jones Investment Counsel
California
$995K – – –
FBC
748
Fairfield, Bush & Co
Connecticut
$995K +$128K +1,500 +15%
ACP
749
Arcus Capital Partners
Georgia
$992K – – –
BFG
750
Beacon Financial Group
Texas
$990K +$14.3K +158 +1%
28 29
30
31 32