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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 %
LWM
1376
Lenox Wealth Management
Ohio
$82K -$7.63K -90 -9%
FPB
1377
First PREMIER Bank
South Dakota
$82K +$47.4K +555 +137%
BCA
1378
Berman Capital Advisors
Georgia
$80K -$8.66K -102 -10%
TCM
1379
Tradewinds Capital Management
Washington
$80K -$1.03K -12 -1%
HFA
1380
HC Financial Advisors
California
$78K +$78K +910 New
FQ
1381
First Quadrant
California
$77K – – –
AW
1382
Avion Wealth
Texas
$76K -$66.9K -781 -47%
PMFA
1383
Plante Moran Financial Advisors
Michigan
$75K -$28.8K -335 -28%
BCA
1384
Bray Capital Advisors
Florida
$75K +$75K +875 New
SQA
1385
Simon Quick Advisors
New Jersey
$73K -$33.8K -397 -32%
SCM
1386
Sirios Capital Management
Massachusetts
$72K +$72K +846 New
CWP
1387
CFM Wealth Partners
Texas
$70K – – –
APC
1388
Aspire Private Capital
North Carolina
$69K -$9.37K -109 -12%
CIM
1389
Contravisory Investment Management
Massachusetts
$69K – – –
KFS
1390
Kelly Financial Services
Massachusetts
$68.9K – – –
PAM
1391
Paradigm Asset Management
New York
$68.5K – – –
FFC
1392
First Financial Corp
Indiana
$68K -$6.84K -80 -9%
VCM
1393
Versant Capital Management
Arizona
$68K +$5.53K +65 +9%
BWM
1394
BerganKDV Wealth Management
Minnesota
$67K – – –
WCG
1395
Weaver Consulting Group
California
$67K +$3.24K +38 +5%
EWM
1396
Endurance Wealth Management
Rhode Island
$66K – – –
EWM
1397
Elmwood Wealth Management
California
$63K +$63K +675 New
BL
1398
Balentine LLC
Georgia
$62K -$74.4K -864 -55%
SL
1399
Savior LLC
Massachusetts
$62K -$1.11K -13 -2%
CFG
1400
CKW Financial Group
Hawaii
$62K – – –
54 55
56
57 58