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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 %
SJIM
751
St. Johns Investment Management
Florida
$986K +$57.2K +668 +6%
HKAM
752
Horizon Kinetics Asset Management
New York
$984K – – –
BAS
753
Brown Advisory Securities
Maryland
$981K -$25.2K -300 -3%
WG
754
Welch Group
Alabama
$978K +$522K +6,093 +114%
BFA
755
Benedict Financial Advisors
Georgia
$976K +$98.1K +1,145 +11%
CA
756
Cetera Advisors
Colorado
$974K +$73.2K +855 +8%
TRCT
757
Tower Research Capital (TRC)
New York
$970K +$970K +11,335 New
VFA
758
Valeo Financial Advisors
Indiana
$969K +$216K +2,277 +29%
AI
759
Atom Investors
Texas
$967K +$967K +11,300 New
TCM
760
Tran Capital Management
California
$967K +$967K +11,300 New
IFWM
761
Institute for Wealth Management
Colorado
$960K -$39.8K -465 -4%
CBB
762
Citizens Business Bank
California
$959K – – –
BRWA
763
B. Riley Wealth Advisors
Florida
$957K +$523K +6,097 +120%
AIP
764
Ameritas Investment Partners
Nebraska
$953K -$11.7K -137 -1%
JI
765
Jeereddi Investments
California
$950K – – –
LBC
766
Lowe Brockenbrough & Co
Virginia
$949K -$42.6K -498 -4%
MMPW
767
Mitchell McLeod Pugh & Williams
Alabama
$948K +$30K +350 +3%
CWP
768
Capital Wealth Planning
Florida
$942K -$32.9M -384,407 -97%
GFA
769
Gifford Fong Associates
California
$942K – – –
PC
770
Polar Capital
United Kingdom
$942K +$942K +10,999 New
CAG
771
Csenge Advisory Group
Florida
$940K +$166K +1,945 +22%
FB
772
Fulton Bank
Pennsylvania
$936K +$215K +2,517 +30%
APA
773
American Portfolios Advisors
New York
$934K -$384K -4,484 -29%
AAS
774
Avantax Advisory Services
Texas
$931K +$300K +3,500 +48%
VFA
775
Voya Financial Advisors
Connecticut
$930K -$94.6K -1,048 -9%
29 30
31
32 33