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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 %
SCA
1251
Stonebridge Capital Advisors
Minnesota
$224K -$2.74K -32 -1%
VCP
1252
Verus Capital Partners
Arizona
$224K +$18.8K +220 +9%
FFG
1253
Ford Financial Group
California
$224K +$224K +2,626 New
IFAM
1254
Institutional & Family Asset Management
Colorado
$223K +$2.23K +26 +1%
MFG
1255
Merit Financial Group
Georgia
$223K +$10.3K +120 +5%
GSWM
1256
Golden State Wealth Management
California
$223K +$223K +2,600 New
CS
1257
Capital Square
Tennessee
$222K +$222K +2,590 New
RHAM
1258
Round Hill Asset Management
California
$221K – – –
SFI
1259
SPC Financial Inc
Maryland
$221K – – –
ACM
1260
Allred Capital Management
Texas
$220K -$43K -503 -16%
CT
1261
Columbia Trust
Oregon
$217K -$187K -2,190 -46%
WWM
1262
Windsor Wealth Management
Indiana
$217K -$42.6K -498 -16%
MPIA
1263
Mountain Pacific Investment Advisers
Idaho
$217K +$42.9K +500 +25%
DWM
1264
Dorchester Wealth Management
Quebec, Canada
$217K +$217K +2,538 New
WIA
1265
Westbourne Investment Advisors
Maryland
$216K -$28.7K -335 -12%
CFA
1266
CWS Financial Advisors
Michigan
$216K – – –
QPWM
1267
Quadrant Private Wealth Management
Pennsylvania
$216K +$30.3K +353 +16%
AIC
1268
Ameritas Investment Company
Nebraska
$215K +$62.8K +776 +41%
MCMT
1269
Moon Capital Management (Tennessee)
Tennessee
$214K -$23.4K -273 -10%
SLA
1270
Silver Lake Advisory
Utah
$214K -$3.09K -36 -1%
AWM
1271
Aberdeen Wealth Management
Illinois
$214K – – –
HIM
1272
Harbour Investment Management
Washington
$214K – – –
EVM
1273
Evelyn V. Moreno
$214K – – –
SFA
1274
Semmax Financial Advisors
North Carolina
$214K +$20.8K +243 +11%
NNP
1275
Nachman Norwood & Parrott
South Carolina
$213K – – –
49 50
51
52 53