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 %
NIT
951
NumerixS Investment Technologies
British Columbia, Canada
$549K +$549K +6,416 New
IIM
952
Ipswich Investment Management
Massachusetts
$548K -$239K -2,795 -30%
SW
953
SteelPeak Wealth
California
$548K -$14.5K -169 -3%
RA
954
RFG Advisory
Alabama
$548K +$13.8K +161 +3%
Arrowstreet Capital
955
Arrowstreet Capital
Massachusetts
$548K +$548K +6,400 New
SBL
956
Sargent Bickham Lagudis
Colorado
$545K +$42.8K +500 +9%
LSAG
957
Lake Street Advisors Group
New Hampshire
$545K +$46.2K +540 +9%
AMC
958
Asset Management Corp
Illinois
$542K +$248K +2,897 +84%
LOAME
959
Lombard Odier Asset Management (Europe)
United Kingdom
$541K -$78K -911 -13%
VRS
960
Virginia Retirement Systems
Virginia
$539K – – –
FWCM
961
Ferguson Wellman Capital Management
Oregon
$539K +$4.45K +52 +0.8%
11A
962
10-15 Associates
New York
$538K +$86 +1 +0%
LRPA
963
L. Roy Papp & Associates
Arizona
$537K -$25.7K -300 -5%
CHP
964
Cable Hill Partners
Oregon
$537K +$364K +4,250 +210%
PGWM
965
Parisi Gray Wealth Management
New Jersey
$536K -$3.34K -39 -0.6%
CAG
966
Crestwood Advisors Group
Massachusetts
$534K -$7.96K -93 -1%
MMG
967
Monetary Management Group
Missouri
$531K -$38.5K -450 -7%
Carson Wealth (CWM LLC)
968
Carson Wealth (CWM LLC)
Nebraska
$531K – – –
ZCA
969
Zeke Capital Advisors
Pennsylvania
$530K -$2.76M -32,291 -84%
GC
970
Grimes & Company
Massachusetts
$528K -$17K -199 -3%
WA
971
WealthTrust Axiom
Pennsylvania
$523K +$17.1K +200 +3%
WC
972
Weil Company
California
$520K – – –
BAM
973
Boyar Asset Management
New York
$520K – – –
MFG
974
Magnus Financial Group
New York
$519K +$116K +1,357 +29%
CP
975
Covenant Partners
Tennessee
$518K +$139K +1,627 +37%
37 38
39
40 41