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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 %
BHB
976
Bank Hapoalim BM
Israel
$518K +$518K +6,050 New
CWM
977
Chesapeake Wealth Management
Virginia
$517K -$76K -888 -13%
LWANC
978
Laurel Wealth Advisors (North Carolina)
North Carolina
$517K +$11.2K +131 +2%
RIM
979
Regent Investment Management
Kentucky
$514K – – –
SWRP
980
Summit Wealth & Retirement Planning
California
$514K – – –
ONB
981
Old National Bancorp
Indiana
$508K -$80.8K -944 -14%
SBH
982
Segall Bryant & Hamill
Illinois
$506K -$36.3K -426 -7%
TW
983
TrinityPoint Wealth
Connecticut
$506K -$30K -351 -6%
CS
984
Cannell & Spears
New York
$506K +$25.3K +296 +5%
PTC
985
Private Trust Company
Ohio
$506K +$53.9K +631 +12%
SCI
986
S&CO Inc
Massachusetts
$505K – – –
BFC
987
Bedel Financial Consulting
Indiana
$500K -$99.1K -1,159 -17%
CB
988
Community Bank
New York
$500K -$37.3K -436 -7%
S
989
SignatureFD
Georgia
$498K +$118K +1,378 +31%
BIA
990
Bigelow Investment Advisors
Maine
$496K +$24.1K +281 +5%
PVWM
991
Point View Wealth Management
New Jersey
$494K +$172K +2,004 +53%
RIG
992
Roosevelt Investment Group
New York
$493K -$121K -1,409 -20%
AIM
993
Acropolis Investment Management
Missouri
$491K -$191K -2,237 -28%
MAFM
994
Mid Atlantic Financial Management
Pennsylvania
$491K +$6.59K +77 +1%
SWIG
995
Strategic Wealth Investment Group
Kentucky
$489K +$34.1K +398 +7%
MOS
996
MGO One Seven
Ohio
$488K +$11.2K +131 +2%
CGL
997
Clarius Group LLC
Washington
$487K +$69.4K +810 +17%
CPC
998
Cookson Peirce & Co
Pennsylvania
$485K +$485K +5,666 New
OFS
999
Oldfather Financial Services
Nebraska
$484K – – –
S
1000
Seeyond
France
$483K -$248K -3,641 -34%
38 39
40
41 42