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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 %
GC
1001
Garde Capital
Washington
$483K – – –
PAS
1002
Park Avenue Securities
New York
$483K +$35.4K +414 +8%
VWA
1003
V Wealth Advisors
Kansas
$483K +$483K +5,648 New
TPCW
1004
TD Private Client Wealth
New York
$483K -$55.4K -647 -10%
WWM
1005
Western Wealth Management
Colorado
$481K -$31.2K -359 -6%
FNBOSM
1006
First National Bank of South Miami
Florida
$479K -$45.5K -531 -9%
KWM
1007
Kingsview Wealth Management
Oregon
$470K +$16K +187 +4%
AIM
1008
Alhambra Investment Management
Florida
$469K -$51.4K -600 -10%
LW
1009
Linscomb Wealth
Texas
$469K -$4.37K -51 -0.9%
PCA
1010
Personal Capital Advisors
California
$468K -$39.1K -462 -8%
IWC
1011
Integrated Wealth Concepts
Massachusetts
$468K +$301K +3,523 +181%
AF
1012
Advisornet Financial
Minnesota
$467K +$20.1K +235 +5%
CIA
1013
Capital Investment Advisors
Georgia
$466K -$35K -409 -7%
WA
1014
WP Advisors
California
$466K +$1.46K +17 +0.3%
SAM
1015
S.A. Mason
Michigan
$462K -$16.1K -188 -3%
NFG
1016
Next Financial Group
Texas
$462K +$95.4K +1,113 +26%
SRC
1017
Sage Rhino Capital
California
$462K +$105K +1,228 +29%
BRWM
1018
B. Riley Wealth Management
Tennessee
$462K +$319K +3,725 +223%
BOTW
1019
Bank of the West
California
$458K +$7.78K +91 +2%
YWP
1020
YorkBridge Wealth Partners
New York
$455K -$15.7K -183 -3%
DSC
1021
Duncker Streett & Co
Missouri
$455K – – –
LNB
1022
Ledyard National Bank
$454K -$1.28K -15 -0.3%
HAS
1023
HBW Advisory Services
California
$454K +$45.9K +537 +11%
MFW
1024
Meristem Family Wealth
Minnesota
$452K -$3K -35 -0.7%
MME
1025
Meag Munich Ergo
Germany
$451K -$2.17M -25,322 -83%
39 40
41
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