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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 %
HDIM
1201
Hanson & Doremus Investment Management
Vermont
$260K +$83.6K +977 +47%
FAM
1202
Fred Alger Management
New York
$257K -$120K -1,400 -32%
VCM
1203
Violich Capital Management
California
$257K – – –
LWMM
1204
Legacy Wealth Management (Mississippi)
Mississippi
$257K – – –
PHAM
1205
Palisades Hudson Asset Management
Florida
$256K – – –
ACM
1206
AUA Capital Management
Pennsylvania
$256K – – –
NAMP
1207
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$256K – – –
CIC
1208
Carnegie Investment Counsel
Ohio
$256K +$45.9K +535 +22%
AWM
1209
Aries Wealth Management
Maine
$255K +$3.45K +45 +1%
CAMG
1210
CWA Asset Management Group
Florida
$254K +$52.9K +617 +26%
TIA
1211
Tiemann Investment Advisors
California
$253K -$25.8K -301 -9%
FFBTD
1212
First Financial Bank - Trust Division
Ohio
$252K -$17.6K -205 -7%
DC
1213
Derby & Company
Massachusetts
$252K – – –
HAIM
1214
Hunter Associates Investment Management
Pennsylvania
$252K – – –
TSWM
1215
Triangle Securities Wealth Management
North Carolina
$252K +$8.57K +100 +4%
TMAM
1216
Tokio Marine Asset Management
Japan
$252K +$53.8K +627 +27%
PTB
1217
Pioneer Trust Bank
Oregon
$251K +$3.34K +39 +1%
BST
1218
Bath Savings Trust
Maine
$250K – – –
AB
1219
Atlas Brown
Kentucky
$248K – – –
SBWM
1220
Sunflower Bank Wealth Management
Arizona
$248K – – –
MCM
1221
Maple Capital Management
Vermont
$248K +$248K +2,893 New
MGI
1222
MayTech Global Investments
New York
$245K -$513K -5,997 -68%
GBBWRPM
1223
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$245K -$36.8K -430 -13%
MAA
1224
Matrix Asset Advisors
New York
$245K -$856 -10 -0.3%
FBT
1225
First Bankers Trust
Kentucky
$245K – – –
47 48
49
50 51