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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 %
NHC
776
Nicholas Hoffman & Company
Georgia
$930K +$21.2K +248 +2%
CIA
777
CSat Investment Advisory
Michigan
$930K +$23.2K +271 +3%
QT
778
Quantbot Technologies
New York
$917K +$917K +10,722 New
IA
779
Icon Advisers
Colorado
$916K – – –
BAM
780
Berkshire Asset Management
Pennsylvania
$910K +$75.3K +880 +9%
IWA
781
Intercontinental Wealth Advisors
Texas
$910K +$901K +10,528 +10,528%
SOAMC
782
Spirit of America Management Corp
New York
$907K – – –
SC
783
Scotia Capital
Ontario, Canada
$907K +$25.2K +294 +3%
OIS
784
Okabena Investment Services
Minnesota
$906K -$52.4K -612 -5%
SC
785
Savant Capital
Illinois
$902K +$194K +2,269 +27%
MCM
786
McMillion Capital Management
North Carolina
$901K -$168K -1,965 -16%
HAI
787
Hennessy Advisors Inc
California
$899K -$428K -5,000 -32%
CS
788
Comerica Securities
Michigan
$899K +$40.3K +471 +5%
HCM
789
Hall Capital Management
Rhode Island
$896K +$85.4K +998 +11%
WSFS
790
Wilmington Savings Fund Society
Delaware
$891K -$55.5K -649 -6%
HIC
791
Hartline Investment Corp
Illinois
$890K – – –
IPW
792
Inlet Private Wealth
Florida
$890K – – –
WANY
793
Wealthspire Advisors (New York)
New York
$889K +$704K +8,220 +380%
LC
794
Lincoln Capital
Nebraska
$888K -$8.56K -100 -1%
MWM
795
Madison Wealth Management
Ohio
$885K -$31.2K -365 -3%
BSW
796
Buckingham Strategic Wealth
Missouri
$885K +$60.2K +703 +7%
LCOV
797
London Company of Virginia
Virginia
$882K +$882K +10,300 New
SCM
798
Snow Capital Management
Pennsylvania
$877K +$877K +10,245 New
CT
799
Coastline Trust
Rhode Island
$876K -$117K -1,368 -12%
BOH
800
Bank of Hawaii
Hawaii
$874K +$160K +1,868 +22%
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