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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 %
HFM
1126
Hartford Financial Management
Connecticut
$315K -$4.28K -50 -1%
GWMIA
1127
Global Wealth Management Investment Advisory
Florida
$315K +$15K +175 +5%
SIC
1128
Sigma Investment Counselors
Michigan
$314K -$12.8K -150 -4%
JWBC
1129
John W. Bristol & Co
New York
$314K – – –
RI
1130
Ridgewood Investments
New Jersey
$313K -$25.7K -300 -8%
RM
1131
Resource Management
Louisiana
$313K +$1.28K +15 +0.4%
GWS
1132
Glassman Wealth Services
Virginia
$312K -$13.9K -163 -4%
PCM
1133
Palisade Capital Management
New Jersey
$312K +$312K +3,650 New
LJAC
1134
L.J. Altfest & Co
New York
$311K +$10.2K +119 +3%
MCM
1135
Maryland Capital Management
Maryland
$311K +$75.8K +886 +32%
MRCM
1136
M&R Capital Management
New Jersey
$309K +$171 +2 +0.1%
PFS
1137
Prospera Financial Services
Texas
$309K +$49K +572 +19%
BG
1138
Bellevue Group
Switzerland
$308K – – –
LA
1139
Legacy Advisors
Pennsylvania
$308K +$87.4K +1,021 +40%
NFG
1140
Nations Financial Group
Iowa
$306K -$8.66K -101 -3%
WEC
1141
Winslow Evans & Crocker
Massachusetts
$306K – – –
CYG
1142
Clean Yield Group
Vermont
$306K +$1.54K +18 +0.5%
FCBT
1143
First Citizens Bank & Trust
North Carolina
$304K -$17.2K -200 -5%
OPPTF
1144
OPSEU Pension Plan Trust Fund
Ontario, Canada
$304K +$304K +3,822 New
SF
1145
Symphony Financial
Texas
$302K +$302K +3,350 New
NP
1146
NorthRock Partners
Minnesota
$300K -$76K -888 -20%
GBT
1147
Grove Bank & Trust
Florida
$297K -$9.59K -112 -3%
KA
1148
Kovack Advisors
Florida
$296K -$19K -222 -6%
TF
1149
Tompkins Financial
New York
$294K – – –
DCM
1150
Donaldson Capital Management
Indiana
$294K – – –
44 45
46
47 48