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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 %
CCT
826
Chemung Canal Trust
New York
$797K -$195K -2,270 -20%
AIM
827
Anchor Investment Management
South Carolina
$797K -$57.8K -675 -7%
SB
828
Simmons Bank
Arkansas
$793K +$9.41K +110 +1%
MHIC
829
Marble Harbor Investment Counsel
Massachusetts
$791K +$17.9K +209 +2%
NB
830
NBT Bank
New York
$789K – – –
CG
831
Caprock Group
Idaho
$788K -$87.3K -1,019 -10%
NGA
832
Naples Global Advisors
Florida
$788K +$186K +2,175 +31%
CMANY
833
Capital Management Associates (New York)
New York
$788K +$788K +9,210 New
AII
834
AGF Investments Inc
Ontario, Canada
$787K +$787K +9,196 New
SCP
835
Sandhill Capital Partners
New York
$785K +$21.4K +250 +3%
JWCA
836
J.W. Coons Advisors
Ohio
$777K +$777K +9,050 New
LCS
837
Levin Capital Strategies
New York
$776K -$128K -1,500 -14%
BFA
838
Beaumont Financial Advisors
Massachusetts
$776K -$46.5K -543 -6%
FDCC
839
Foster Dykema Cabot & Co
Massachusetts
$773K +$7.02K +82 +0.9%
RWA
840
Ropes Wealth Advisors
Massachusetts
$773K +$19.3K +225 +3%
SA
841
Strategic Advisors
New York
$772K +$4.05K +44 +0.5%
BAAM
842
Baker Avenue Asset Management
California
$771K -$3.39M -39,607 -81%
AA
843
Argent Advisors
Louisiana
$768K +$280K +3,326 +57%
ARMT
844
Amica Retiree Medical Trust
Rhode Island
$765K – – –
AAM
845
Auxier Asset Management
Oregon
$763K -$10.3K -120 -1%
NAM
846
NTV Asset Management
West Virginia
$762K +$42.8K +500 +6%
TFS
847
TrustCore Financial Services
Tennessee
$761K -$4.45K -52 -0.6%
IC
848
IEQ Capital
California
$759K +$232K +2,707 +44%
ED
849
Exane Derivatives
France
$756K +$193K +2,256 +34%
EHC
850
Everett Harris & Co
California
$752K – – –
32 33
34
35 36