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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 %
AC
1176
Abbrea Capital
California
$274K -$2.14K -25 -0.8%
SNT
1177
Security National Trust
West Virginia
$274K – – –
EFS
1178
Essex Financial Services
Connecticut
$273K -$177K -2,070 -39%
WP
1179
WMS Partners
Maryland
$273K -$10.3K -120 -4%
BPA
1180
Beacon Pointe Advisors
California
$273K +$273K +3,194 New
GW
1181
GW & Wade
Massachusetts
$272K -$10.9K -127 -4%
SYBT
1182
Stock Yards Bank & Trust
Kentucky
$271K -$138K -1,614 -34%
CEP
1183
Chicago Equity Partners
Illinois
$271K +$271K +3,165 New
WP
1184
WealthPLAN Partners
Nebraska
$270K +$270K +3,216 New
BBNA
1185
Bremer Bank National Association
Minnesota
$269K -$5.39K -63 -2%
PFM
1186
Parsec Financial Management
North Carolina
$269K – – –
APW
1187
Acima Private Wealth
Virginia
$269K – – –
WP
1188
WealthSource Partners
California
$269K +$269K +3,147 New
BIM
1189
Bridges Investment Management
Nebraska
$268K -$193K -2,250 -42%
KPW
1190
Kore Private Wealth
New York
$268K +$48.7K +569 +22%
CC
1191
Centiva Capital
New York
$268K +$118K +1,373 +78%
BWA
1192
BDO Wealth Advisors
Florida
$268K +$238K +2,784 +795%
NSIM
1193
North Star Investment Management
Illinois
$267K -$391K -4,560 -59%
SWM
1194
Sculati Wealth Management
Michigan
$266K -$9.85K -115 -4%
TL
1195
TrueWealth LLC
Georgia
$266K – – –
BOS
1196
Bingham Osborn & Scarborough
California
$266K +$5.3K +62 +2%
FANJ
1197
Financial Architects (New Jersey)
New Jersey
$266K +$135K +1,580 +104%
SIC
1198
Salem Investment Counselors
North Carolina
$265K -$12.7K -148 -5%
IWM
1199
IHT Wealth Management
Illinois
$260K -$59.6K -696 -19%
NA
1200
Navellier & Associates
Nevada
$260K +$8.58K +100 +3%
46 47
48
49 50