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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 %
B
801
Bailard
California
$870K -$43.2K -505 -5%
GC
802
Guardian Capital
Ontario, Canada
$866K -$300K -3,500 -26%
WI
803
Wintrust Investments
Illinois
$865K +$11.1K +130 +1%
TBNY
804
Trustco Bank (New York)
New York
$862K – – –
CI
805
Conning Inc
Connecticut
$857K -$25.1K -293 -3%
BSAM
806
Blue Sky Asset Management
Colorado
$856K -$86.7K -1,013 -9%
WSC
807
Wellington Shields & Co
New York
$854K +$19.3K +225 +2%
RIA
808
Realta Investment Advisors
Delaware
$847K +$74.7K +873 +10%
AWCI
809
Alpine Woods Capital Investors
New York
$842K +$249K +2,908 +42%
KC
810
Knuff & Co
California
$841K -$11.1K -130 -1%
TH
811
TCTC Holdings
Texas
$838K – – –
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$835K -$45.8K -535 -5%
EM
813
Excalibur Management
Massachusetts
$834K -$6.85K -80 -0.8%
ANRIA
814
American National Registered Investment Advisor
Texas
$833K -$33.8K -395 -4%
BFM
815
Boston Financial Management
Massachusetts
$832K -$1.09M -12,720 -57%
KS
816
Karpas Strategies
Connecticut
$830K -$475K -5,550 -36%
OFS
817
Orrstown Financial Services
Pennsylvania
$828K -$25.3K -296 -3%
ER
818
Enlightenment Research
Florida
$824K +$538K +4,900 +188%
PA
819
Parallel Advisors
California
$823K -$162K -1,896 -16%
IHL
820
Investment House LLC
California
$817K -$48.7K -569 -6%
CPSC
821
Carl P. Sherr & Co
Massachusetts
$809K -$17.1K -200 -2%
CW
822
CreativeOne Wealth
Kansas
$808K +$246K +2,875 +44%
VIA
823
Vident Investment Advisory
Georgia
$805K -$1.04M -12,116 -56%
QI
824
Qtron Investments
Massachusetts
$805K +$128K +1,500 +19%
Capstone Investment Advisors
825
Capstone Investment Advisors
New York
$804K +$804K +9,394 New
31 32
33
34 35