AXP icon

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 %
CFFP
851
Center for Financial Planning
Michigan
$751K – – –
TIM
852
Triad Investment Management
California
$750K – – –
BHBT
853
Burke & Herbert Bank & Trust
Virginia
$749K -$8.56K -100 -1%
KOCAA
854
Knights of Columbus Asset Advisors
Connecticut
$748K -$101K -1,185 -12%
PI
855
PFS Investments
Georgia
$748K +$455K +5,317 +155%
TIM
856
Thompson Investment Management
Wisconsin
$744K – – –
GT
857
Greenleaf Trust
Michigan
$742K -$40.1K -469 -5%
WC
858
Woodstock Corp
Massachusetts
$742K -$23.1K -270 -3%
TA
859
Tiedemann Advisors
New York
$739K +$223K +2,609 +43%
PC
860
Pecaut & Co
Iowa
$733K +$3.42K +40 +0.5%
AFC
861
AFT Forsyth & Company
Florida
$730K -$56.1K -655 -7%
AIA
862
Affinity Investment Advisors
California
$729K -$1.13M -13,212 -61%
SS
863
Simplicity Solutions
Minnesota
$728K +$292K +3,404 +67%
RE
864
RBC Europe
United Kingdom
$727K +$68.6K +801 +10%
HFS
865
Hantz Financial Services
Michigan
$724K +$724K +8,454 New
COF
866
Capital One Financial
Virginia
$722K +$722K +8,430 New
TWI
867
Thomas White International
Illinois
$720K -$25.7K -300 -3%
HB
868
Homrich & Berg
Georgia
$720K +$381K +4,448 +112%
PAM
869
Palisade Asset Management
Minnesota
$719K -$16.1K -188 -2%
MA
870
Mutual Advisors
Nebraska
$718K +$23.4K +274 +3%
PIM
871
Penobscot Investment Management
Massachusetts
$716K -$8.57K -100 -1%
SHWM
872
Silicon Hills Wealth Management
Texas
$715K +$715K +8,352 +278,400%
CIM
873
CenturyLink Investment Management
Colorado
$714K – – –
ANB
874
Amarillo National Bank
Texas
$712K -$15.5K -181 -2%
YIA
875
YHB Investment Advisors
Connecticut
$711K +$4.11K +48 +0.6%
33 34
35
36 37