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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 %
BCM
1151
BTR Capital Management
California
$292K -$12.8K -150 -4%
OWA
1152
Outlook Wealth Advisors
Texas
$292K +$10.8K +126 +4%
CHAM
1153
Clear Harbor Asset Management
Connecticut
$292K +$42.7K +500 +17%
PG
1154
Patten Group
Tennessee
$291K -$15K -175 -5%
QCM
1155
Quest Capital Management
Texas
$290K -$149K -1,743 -34%
CSA
1156
Cottage Street Advisors
Massachusetts
$290K – – –
BFC
1157
Blue Fin Capital
Rhode Island
$285K -$32.4K -379 -10%
SRC
1158
Shufro Rose & Co
New York
$285K – – –
SWM
1159
SeaCrest Wealth Management
New York
$284K -$4.11K -48 -1%
KMWM
1160
Keudell/Morrison Wealth Management
Oregon
$284K +$22.3K +261 +9%
SC
1161
Saybrook Capital
North Carolina
$283K -$17.2K -200 -6%
CH
1162
Canton Hathaway
Rhode Island
$283K -$2.57K -30 -0.9%
WPC
1163
Waters Parkerson & Co
Louisiana
$283K +$21.4K +250 +8%
QT
1164
Quantamental Technologies
New York
$283K +$283K +3,300 New
WCM
1165
Weik Capital Management
Pennsylvania
$282K -$3K -35 -1%
HWA
1166
Heritage Wealth Advisors
Virginia
$281K -$1.63K -19 -0.6%
ATFA
1167
All Terrain Financial Advisors
Minnesota
$279K +$86 +1 +0%
AP
1168
Appleton Partners
Massachusetts
$279K +$14.7K +172 +6%
SAM
1169
Sompo Asset Management
Japan
$279K +$279K +3,260 New
OWP
1170
Obermeyer Wealth Partners
Colorado
$278K -$2.14K -25 -0.8%
EWM
1171
Empirical Wealth Management
Washington
$278K +$19.2K +224 +7%
TFS
1172
Thoroughbred Financial Services
Tennessee
$278K +$50.6K +590 +22%
PAM
1173
PVG Asset Management
Colorado
$277K +$277K +3,240 New
SW
1174
SlateStone Wealth
Florida
$277K -$1.01M -11,866 -79%
CNBTD
1175
Citizens National Bank Trust Department
Mississippi
$276K +$276K +3,225 New
45 46
47
48 49