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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 %
MGIA
1101
Moneta Group Investment Advisors
Missouri
$330K -$177K -2,065 -35%
BMC
1102
Benin Management Corp
Connecticut
$330K – – –
SBSB
1103
Sullivan, Bruyette, Speros & Blaney
Virginia
$330K +$12.3K +144 +4%
SCM
1104
Stonebridge Capital Management
California
$329K – – –
NL
1105
NVWM LLC
Pennsylvania
$328K -$692K -8,082 -68%
RC
1106
RegentAtlantic Capital
New Jersey
$328K -$143K -1,671 -30%
ME
1107
McIlrath & Eck
Washington
$328K +$24.3K +284 +8%
MIH
1108
Meitav Investment House
Israel
$328K +$28.5K +318 +10%
EP
1109
Eudaimonia Partners
Tennessee
$328K +$203K +2,366 +162%
IA
1110
IFP Advisors
Florida
$327K +$39K +420 +14%
MS
1111
Maven Securities
Jersey
$327K +$327K +3,819 New
LWAC
1112
Laurel Wealth Advisors (California)
California
$326K -$18.4K -215 -5%
WIM
1113
Wittenberg Investment Management
Massachusetts
$326K – – –
QC
1114
Quadrature Capital
United Kingdom
$325K +$325K +3,800 New
WMC
1115
Westwood Management Corporation
Illinois
$325K – – –
PM
1116
Parametrica Management
Hong Kong
$325K +$325K +3,797 New
OC
1117
Oakworth Capital
Alabama
$324K -$1.63K -19 -0.5%
PTC
1118
Philadelphia Trust Company
Pennsylvania
$320K -$1.48M -17,235 -82%
GAM
1119
Garrison Asset Management
Arkansas
$320K – – –
WPC
1120
White Pine Capital
Minnesota
$319K -$12K -140 -4%
SAM
1121
SignalPoint Asset Management
Missouri
$319K +$75K +877 +31%
SCM
1122
Stellar Capital Management
Arizona
$317K -$42.9K -500 -12%
SWA
1123
Sutton Wealth Advisors
Florida
$317K +$770 +9 +0.2%
AIM
1124
Aspen Investment Management
Michigan
$316K -$32.1K -375 -9%
GFS
1125
GYL Financial Synergies
Connecticut
$316K +$45.8K +535 +17%
43 44
45
46 47