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 %
CCA
926
Checchi Capital Advisers
California
$597K -$119K -1,394 -17%
RT
927
Rockland Trust
Massachusetts
$597K -$36.7K -428 -6%
EDRH
928
Edmond de Rothschild Holding
Switzerland
$595K -$109K -1,270 -15%
GC
929
GFG Capital
Florida
$595K +$185K +2,157 +45%
CRC
930
Curi RMB Capital
Illinois
$590K -$127K -1,485 -18%
CC
931
Chicago Capital
Illinois
$589K -$77.1K -900 -12%
PK
932
Pflug Koory
Nebraska
$587K +$8.57K +100 +1%
RIM
933
Redwood Investment Management
Arizona
$585K +$585K +6,828 New
SFG
934
Sather Financial Group
Texas
$580K -$90.1K -1,052 -13%
OIA
935
OneDigital Investment Advisors
Kansas
$580K +$108K +1,257 +23%
FMBTD
936
First Midwest Bank Trust Division
Illinois
$579K -$63.2K -738 -10%
CCM
937
Compton Capital Management
Rhode Island
$578K +$38.5K +450 +7%
FCA
938
FinTrust Capital Advisors
South Carolina
$578K +$293K +3,417 +103%
BMA
939
Brooks Moore & Associates
Tennessee
$569K – – –
MFG
940
Monte Financial Group
Connecticut
$565K -$18K -210 -3%
TC
941
TownSquare Capital
Utah
$564K +$564K +6,390 New
EWM
942
Evermay Wealth Management
Virginia
$562K -$17.1K -200 -3%
JIC
943
Joel Isaacson & Co
New York
$561K -$16.7K -195 -3%
TCPWM
944
Traverso Chambers Private Wealth Management
California
$561K – – –
PFBT
945
Parkside Financial Bank & Trust
Missouri
$560K -$12.6K -147 -2%
BP
946
Ballentine Partners
Massachusetts
$557K +$9.33K +109 +2%
DWM
947
Doyle Wealth Management
Florida
$555K -$13.1K -153 -2%
AG
948
Algert Global
California
$555K +$555K +6,482 New
CWM
949
Cornerstone Wealth Management
Missouri
$554K -$8.57K -100 -2%
SCA
950
Sippican Capital Advisors
Massachusetts
$552K -$4.28K -50 -0.8%
36 37
38
39 40