AXP icon

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 %
CA
1226
Cambridge Advisors
Nebraska
$245K +$8.48K +99 +4%
PWPS
1227
Pinnacle Wealth Planning Services
Ohio
$244K -$65.5K -768 -21%
IB
1228
Intrust Bank
Kansas
$243K – – –
GH
1229
GAM Holding
Switzerland
$243K +$243K +2,840 New
CCMD
1230
Cypress Capital Management (Delaware)
Delaware
$241K – – –
SFS
1231
Strategic Financial Services
New York
$240K – – –
MIP
1232
Marietta Investment Partners
Wisconsin
$240K – – –
LA
1233
LVW Advisors
New York
$239K -$5.21K -61 -2%
AI
1234
Accredited Investors
Minnesota
$238K +$427 +5 +0.2%
BSB
1235
Bangor Savings Bank
Maine
$237K +$12.8K +150 +6%
OA
1236
Oxbow Advisors
Texas
$235K – – –
HWA
1237
HCR Wealth Advisors
California
$234K – – –
MWM
1238
Mission Wealth Management
California
$233K -$1.8K -21 -0.8%
OIA
1239
Optimum Investment Advisors
Illinois
$232K – – –
RMDI
1240
R.M. Davis Inc
Maine
$232K +$24.4K +285 +12%
IIC
1241
Integrated Investment Consultants
Michigan
$232K +$30K +350 +15%
CPIA
1242
Cornell Pochily Investment Advisors
New York
$232K +$53.5K +624 +30%
M
1243
MOTCO
Texas
$230K -$256 -3 -0.1%
CM
1244
Castleark Management
Illinois
$229K – – –
ACG
1245
Allen Capital Group
Nebraska
$228K -$277K -3,238 -55%
HFA
1246
Huber Financial Advisors
Illinois
$228K – – –
PHS
1247
Pekin Hardy Strauss
Illinois
$228K +$2.14K +25 +0.9%
VVP
1248
Venture Visionary Partners
Ohio
$227K -$479K -5,597 -68%
PCS
1249
Personal CFO Solutions
New Jersey
$226K +$16.8K +196 +8%
SIA
1250
Strategic Investment Advisors
Michigan
$225K – – –
48 49
50
51 52