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 %
BEAM
1276
Baker Ellis Asset Management
Washington
$212K – – –
AWC
1277
Abundance Wealth Counselors
Pennsylvania
$212K +$212K +2,473 New
PP
1278
Palladium Partners
Virginia
$211K +$13.2K +154 +7%
OI
1279
Oakbrook Investments
Illinois
$210K -$842K -9,825 -80%
NEGWA
1280
New England Guild Wealth Advisors
Connecticut
$210K – – –
MFT
1281
Moisand Fitzgerald Tamayo
Florida
$210K – – –
MIC
1282
Means Investment Company
Maine
$210K +$248 +3 +0.1%
LWM
1283
Liberty Wealth Management
California
$209K -$18.3K -214 -8%
B
1284
Bellecapital
Switzerland
$209K +$27.7K +323 +15%
ACS
1285
Archford Capital Strategies
Illinois
$209K +$42.9K +502 +26%
WIP
1286
Wellesley Investment Partners
Massachusetts
$208K – – –
ECG
1287
Edge Capital Group
Georgia
$208K +$14.6K +170 +8%
CWG
1288
Cornerstone Wealth Group
North Carolina
$207K +$5.3K +62 +3%
CAM
1289
Claret Asset Management
Quebec, Canada
$207K +$36K +420 +21%
EW
1290
Evoke Wealth
California
$207K -$27.4K -320 -12%
MWA
1291
Meridian Wealth Advisors
Texas
$206K – – –
BC
1292
Brinker Capital
Pennsylvania
$205K -$9.17K -107 -4%
WTB
1293
Washington Trust Bank
Washington
$205K +$2.47K +29 +1%
RW
1294
REDW Wealth
New Mexico
$205K +$16.5K +193 +9%
AAM
1295
Autus Asset Management
Arizona
$204K -$50.2K -587 -20%
SFG
1296
Sunburst Financial Group
Alabama
$204K – – –
IWS
1297
Insight Wealth Strategies
California
$203K -$199K -2,317 -49%
CAAS
1298
Capital Asset Advisory Services
Michigan
$203K +$44.6K +570 +28%
OAM
1299
Oak Asset Management
California
$202K -$598 -7 -0.3%
NCM
1300
Northside Capital Management
Oregon
$201K – – –
50 51
52
53 54