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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 %
QCMC
1326
Quantum Capital Management (California)
California
$154K – – –
CAL
1327
Capital Analysts LLC
Pennsylvania
$150K -$4.63K -54 -3%
PB
1328
Pinnacle Bancorp
Nebraska
$150K – – –
EWM
1329
EPG Wealth Management
Georgia
$150K +$112K +1,312 +296%
WAP
1330
Wealthcare Advisory Partners
Pennsylvania
$148K +$2.49K +29 +2%
IBOK
1331
Independence Bank of Kentucky
Kentucky
$147K +$27.9K +325 +23%
SMFS
1332
Squar Milner Financial Services
California
$147K +$96K +1,126 +188%
VNA
1333
Valley National Advisers
Pennsylvania
$144K -$12.2K -142 -8%
CHC
1334
City Holding Co
West Virginia
$138K – – –
TI
1335
Truehand Inc
New Hampshire
$137K – – –
CCA
1336
Column Capital Advisors
Indiana
$137K +$11.8K +138 +9%
GSC
1337
G&S Capital
Colorado
$134K -$12.3K -145 -8%
CF
1338
Centaurus Financial
California
$133K +$26.2K +305 +25%
BDS
1339
Banco de Sabadell
Florida
$132K +$132K +1,500 New
DAM
1340
Delta Asset Management
Tennessee
$130K -$3.18K -37 -2%
CAC
1341
Certified Advisory Corp
Florida
$130K +$6.84K +80 +6%
AAP
1342
Arax Advisory Partners
Colorado
$129K -$3.95K -46 -3%
PO
1343
Private Ocean
California
$128K -$4.51K -53 -3%
BCM
1344
Blume Capital Management
California
$128K – – –
VIM
1345
Veritas Investment Management
United Kingdom
$128K – – –
SIAP
1346
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$128K – – –
HFM
1347
Harvest Fund Management
China
$126K -$100K -1,178 -44%
HIIFS
1348
Harel Insurance Investments & Financial Services
Israel
$125K -$205K -2,395 -62%
CB
1349
CNB Bank
Pennsylvania
$125K -$9.65K -113 -7%
AIC
1350
Archer Investment Corporation
Indiana
$120K +$42.9K +500 +56%
52 53
54
55 56