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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
1
Longview Partners
Guernsey
$810M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.1B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$332M
4
Harris Associates
4
Harris Associates
Illinois
$176M
5
Morgan Stanley
5
Morgan Stanley
New York
$661M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.64B
2
FPP
2
Findlay Park Partners
United Kingdom
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$172M
4
TP
4
Theleme Partners
United Kingdom
$0
5
Parnassus Investments
5
Parnassus Investments
California
$400M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
76
Pictet Asset Management (UK)
United Kingdom
$90.8M -$12.3M -144,059 -12%
PP
77
Prudential plc
United Kingdom
$89.7M +$2.34M +27,300 +3%
Swedbank
78
Swedbank
Sweden
$89M -$821K -9,589 -0.9%
SCM
79
Smead Capital Management
Arizona
$88.7M -$3.15M -36,808 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
80
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$87.6M -$10.3M -120,482 -11%
Barclays
81
Barclays
United Kingdom
$85.8M -$12M -140,456 -12%
Axa
82
Axa
France
$85.8M +$8.17M +95,426 +11%
Boston Partners
83
Boston Partners
Massachusetts
$84.4M -$10.8M -125,956 -11%
Capital Research Global Investors
84
Capital Research Global Investors
California
$83M +$83M +970,051 New
First Manhattan
85
First Manhattan
New York
$81.4M -$1.64M -19,182 -2%
Principal Financial Group
86
Principal Financial Group
Iowa
$81.4M +$71.1K +831 +0.1%
AAMU
87
Amundi Asset Management US
Massachusetts
$80.4M +$17.9M +208,992 +29%
CI Investments Inc
88
CI Investments Inc
Ontario, Canada
$80.3M +$20.2M +236,327 +34%
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$80.2M +$2.74M +31,983 +4%
MAMU
90
Marathon Asset Management (UK)
United Kingdom
$79.3M -$3.82M -44,588 -5%
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$79.1M -$5.19M -60,600 -6%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$78.7M +$1.45M +16,994 +2%
Franklin Resources
93
Franklin Resources
California
$77M -$1.17M -13,662 -1%
National Pension Service
94
National Pension Service
South Korea
$73.1M +$737K +8,605 +1%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$72.2M +$9.01M +105,300 +14%
Victory Capital Management
96
Victory Capital Management
Texas
$71.1M +$32.4M +377,941 +83%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$67.2M +$5.09M +59,466 +8%
Lazard Asset Management
98
Lazard Asset Management
New York
$66.9M +$9.14M +106,715 +16%
Retirement Systems of Alabama
99
Retirement Systems of Alabama
Alabama
$64.5M +$3.86M +45,070 +6%
KP
100
Kiltearn Partners
United Kingdom
$63.9M -$7.41M -86,500 -10%
2 3
4
5 6