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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 %
AWM
1351
Atticus Wealth Management
Florida
$116K +$6.27K +73 +6%
HIA
1352
Harbor Investment Advisory
Maryland
$114K +$23.4K +273 +26%
LTI
1353
Laffer Tengler Investments
Tennessee
$114K +$50.4K +589 +79%
CAM
1354
Close Asset Management
United Kingdom
$113K -$134K -1,564 -54%
RFA
1355
Reilly Financial Advisors
California
$110K +$4.7K +55 +4%
AA
1356
Ancora Advisors
Ohio
$109K -$4.27K -50 -4%
TC
1357
Truvestments Capital
Florida
$107K -$51.8K -608 -33%
GFPC
1358
Global Financial Private Client
Florida
$105K – – –
TIM
1359
Tortoise Investment Management
New York
$105K -$12.9K -150 -11%
FCM
1360
Firestone Capital Management
Florida
$104K – – –
AF
1361
Allworth Financial
California
$101K +$3.86K +45 +4%
JWA
1362
JFS Wealth Advisors
Pennsylvania
$101K +$15.6K +182 +18%
AIL
1363
AGF Investments LLC
Ontario, Canada
$97K +$3.34K +39 +4%
MCM
1364
MV Capital Management
Maryland
$96K – – –
WCMN
1365
Westchester Capital Management (Nebraska)
Nebraska
$93K – – –
FMTCOCP
1366
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K – – –
LWA
1367
Lenox Wealth Advisors
New York
$92K -$86 -1 -0.1%
KFI
1368
Key Financial Inc
Pennsylvania
$92K +$92K +1,023 New
LSV Asset Management
1369
LSV Asset Management
Illinois
$91K +$91K +1,069 New
EWP
1370
Engrave Wealth Partners
Texas
$90K +$11.1K +131 +14%
MAWCM
1371
Mine & Arao Wealth Creation & Management
California
$86K -$19.6K -229 -19%
LB
1372
Legacy Bridge
Iowa
$86K -$16.3K -190 -16%
SFFS
1373
Stonehage Fleming Financial Services
Jersey
$86K – – –
HWA
1374
HHM Wealth Advisors
Tennessee
$86K +$86K +1,000 New
BWM
1375
Baystate Wealth Management
Massachusetts
$85K +$171 +2 +0.2%
53 54
55
56 57