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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 %
MSAM
901
Moloney Securities Asset Management
Missouri
$651K -$137K -1,600 -17%
FPCP
902
Fort Point Capital Partners
California
$650K -$8.57K -100 -1%
SVWAG
903
Sound View Wealth Advisors Group
Georgia
$643K +$44.3K +517 +7%
BPM
904
Bronson Point Management
Connecticut
$642K +$642K +7,500 New
WIC
905
Whitegate Investment Counselors
New Hampshire
$639K -$47.1K -550 -7%
IAA
906
Independent Advisor Alliance
North Carolina
$637K -$2.07M -24,218 -77%
Teacher Retirement System of Texas
907
Teacher Retirement System of Texas
Texas
$631K -$6.59M -77,047 -91%
MAA
908
Mraz Amerine & Associates
California
$629K -$43.9K -513 -7%
SWMG
909
Signature Wealth Management Group
Georgia
$629K +$20.4K +238 +3%
AssetMark Inc
910
AssetMark Inc
California
$626K +$535K +6,247 +588%
BCM
911
Bayesian Capital Management
New York
$623K +$323K +3,773 +108%
MCM
912
Manchester Capital Management
Vermont
$620K – – –
ECM
913
Evergreen Capital Management
Washington
$618K -$242K -2,826 -28%
AWA
914
Arete Wealth Advisors
Illinois
$616K -$346K -4,047 -36%
TI
915
Tidal Investments
Wisconsin
$612K -$209K -2,442 -25%
WB
916
WesBanco Bank
West Virginia
$608K +$10.3K +120 +2%
TC
917
Toews Corporation
New Jersey
$608K +$608K +7,100 New
TC
918
Telemus Capital
Michigan
$606K -$20.9K -220 -3%
SC
919
Sawyer & Company
Massachusetts
$605K +$449K +5,240 +287%
GRP
920
Global Retirement Partners
California
$601K -$57.1K -667 -9%
FCI
921
Financial Counselors Inc
Kansas
$600K -$13.6K -159 -2%
LDB
922
Lee, Danner & Bass
Tennessee
$600K +$25.7K +300 +4%
ECM
923
ETrade Capital Management
Virginia
$600K +$51.6K +603 +9%
SAM
924
Seelaus Asset Management
New Jersey
$599K -$394K -4,600 -40%
LCM
925
Leisure Capital Management
California
$598K -$28.9K -338 -5%
35 36
37
38 39