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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 %
SFA
1051
Sequoia Financial Advisors
Ohio
$402K -$3.47M -40,608 -90%
ECM
1052
Estabrook Capital Management
New York
$399K -$38.5K -450 -9%
SC
1053
Schulhoff & Co
Ohio
$398K – – –
AL
1054
Aspiriant LLC
California
$398K +$3.41K +40 +0.9%
FCCM
1055
First City Capital Management
Georgia
$394K -$42.8K -500 -10%
MC
1056
Middleton & Co
Massachusetts
$394K -$42.8K -500 -10%
PFO
1057
Pathstone Family Office
New Jersey
$392K +$3.59K +42 +0.9%
Nomura Holdings
1058
Nomura Holdings
Japan
$390K -$19.8M -219,448 -98%
BMC
1059
Beaton Management Company
Massachusetts
$390K – – –
EAM
1060
Erste Asset Management
Austria
$388K -$4.22M -46,700 -92%
AF
1061
Arrow Financial
New York
$388K -$6.44K -75 -2%
FC
1062
Fulcrum Capital
Washington
$385K – – –
HPC
1063
Hobart Private Capital
North Carolina
$380K +$11.7K +137 +3%
KHLMTHM
1064
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$378K – – –
RMCM
1065
Reynders McVeigh Capital Management
Massachusetts
$377K -$22.8K -266 -6%
LIM
1066
Leavell Investment Management
Alabama
$376K -$8.57K -100 -2%
BA
1067
Birinyi Associates
Connecticut
$376K – – –
WA
1068
Wealth Alliance
New York
$374K +$374K +4,369 New
IAIM
1069
International Assets Investment Management
Florida
$372K +$372K +4,347 New
BAM
1070
Belpointe Asset Management
Nevada
$370K -$93.1K -1,087 -20%
Koshinski Asset Management
1071
Koshinski Asset Management
Illinois
$369K -$37.8K -442 -9%
SWM
1072
Strategic Wealth Management
Washington
$368K +$368K +4,300 New
KFS
1073
Kurt F. Somerville
$368K +$368K +4,300 New
V
1074
VeraBank
Texas
$367K – – –
IA
1075
IFG Advisors
Missouri
$366K +$366K +4,272 New
41 42
43
44 45