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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 %
CC
876
Cipher Capital
New York
$706K -$2.62M -30,623 -79%
EI
877
Ethic Inc
New York
$704K -$182K -2,133 -21%
BCM
878
Becker Capital Management
Oregon
$704K -$30K -350 -4%
TCOT
879
Trust Company of Toledo
Ohio
$703K -$343 -4 -0%
LFAS
880
Level Four Advisory Services
Texas
$700K -$112K -1,306 -14%
P
881
Pitcairn
Pennsylvania
$700K -$32.4K -379 -4%
SEC
882
Seven Eight Capital
New York
$693K -$448K -5,235 -39%
SFS
883
Sowell Financial Services
Arkansas
$690K +$127K +1,482 +23%
EWM
884
Edge Wealth Management
New York
$690K +$658K +7,500 +2,027%
PP
885
Patten & Patten
Tennessee
$689K +$9.84K +115 +1%
SKK
886
Shepherd Kaplan Krochuk
Massachusetts
$685K -$937K -10,940 -58%
CBA
887
Coastal Bridge Advisors
Connecticut
$684K +$58.1K +679 +9%
SCP
888
Stamos Capital Partners
California
$680K +$680K +7,944 New
RMC
889
Resources Management Corp
Connecticut
$678K -$42.8K -500 -6%
CCP
890
Corient Capital Partners
California
$677K -$135K -1,578 -17%
BHWM
891
Bar Harbor Wealth Management
New Hampshire
$676K -$193K -2,256 -22%
GAG
892
GM Advisory Group
New York
$676K +$676K +7,900 New
IAMOG
893
Investors Asset Management of Georgia
Georgia
$674K – – –
LNC
894
Lincoln National Corp
Pennsylvania
$669K -$34.5K -403 -5%
FPCG
895
Fort Pitt Capital Group
Pennsylvania
$664K +$18.6K +217 +3%
LS
896
Livforsakringsbolaget Skandia
Sweden
$663K +$197K +2,300 +42%
WAM
897
Wealthspire Advisors (Maryland)
Maryland
$662K -$23.5K -274 -3%
BIC
898
Beach Investment Counsel
Pennsylvania
$662K – – –
DPIM
899
Duff & Phelps Investment Management
Illinois
$660K +$11.1K +130 +2%
DW
900
Domani Wealth
Pennsylvania
$659K +$41.7K +487 +7%
34 35
36
37 38