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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 %
KLCM
1301
KG&L Capital Management
Louisiana
$201K +$201K +2,353 New
HR
1302
Hayden Royal
North Carolina
$201K -$36.8K -430 -15%
TAM
1303
Trillium Asset Management
Massachusetts
$200K +$8.81K +103 +5%
WB
1304
Webster Bank
Connecticut
$199K – – –
ATC
1305
Adirondack Trust Company
New York
$192K -$49K -570 -20%
JFA
1306
JNBA Financial Advisors
Minnesota
$191K -$19.6K -228 -9%
TFA
1307
Toth Financial Advisory
Virginia
$190K +$22.8K +267 +14%
KTC
1308
Kistler-Tiffany Companies
Pennsylvania
$185K – – –
RCA
1309
Ranch Capital Advisors
Florida
$184K – – –
FPA
1310
First Pacific Advisors
California
$182K -$385K -4,495 -68%
MA
1311
MCF Advisors
Kentucky
$180K +$83.4K +972 +86%
PFGIA
1312
Patriot Financial Group Insurance Agency
Massachusetts
$179K +$116K +1,360 +186%
CA
1313
Centerpoint Advisors
Massachusetts
$175K -$32.1K -375 -16%
Cohen & Steers
1314
Cohen & Steers
New York
$174K – – –
IRC
1315
Investors Research Corp
Georgia
$174K – – –
PWMG
1316
Prestige Wealth Management Group
New Jersey
$173K +$158K +1,856 +1,085%
PA
1317
Procyon Advisors
Connecticut
$171K +$773 +9 +0.5%
JFGIW
1318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$170K +$129K +1,502 +314%
BWA
1319
Burt Wealth Advisors
Maryland
$167K -$12K -140 -7%
AW
1320
Alpha Windward
Massachusetts
$167K -$8.93K -104 -5%
FCFS
1321
First Command Financial Services
Texas
$165K -$29.1K -341 -15%
FCB
1322
First Command Bank
Texas
$165K -$29.1K -341 -15%
Marshall Wace
1323
Marshall Wace
United Kingdom
$159K -$184K -2,150 -54%
AIS
1324
Accurate Investment Solutions
Pennsylvania
$158K +$11.4K +133 +8%
QCMC
1325
Quantum Capital Management (California)
California
$154K – – –
51 52
53
54 55