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 %
WQ
1401
Wealth Quarterback
New Jersey
$61.7K -$21.1K -246 -25%
EI
1402
Ellevest Inc
New York
$61K +$35.6K +416 +141%
HCM
1403
Highlander Capital Management
New Jersey
$60K – – –
VCM
1404
Vigilant Capital Management
Maine
$59K -$9.91K -115 -14%
SIAS
1405
Shine Investment Advisory Services
Colorado
$59K -$4.02K -47 -6%
GAM
1406
Gemmer Asset Management
California
$59K +$1.27K +15 +2%
FA
1407
Financial Advantage
Maryland
$58K – – –
TPWA
1408
TRUE Private Wealth Advisors
Oregon
$57K -$291K -3,416 -84%
NSB
1409
Norway Savings Bank
Maine
$57K – – –
Kayne Anderson Rudnick Investment Management
1410
Kayne Anderson Rudnick Investment Management
California
$54K -$1.87K -22 -3%
IUHSA
1411
Itau Unibanco Holding S.A.
Brazil
$54K +$54K +628 New
CC
1412
Cognios Capital
Kansas
$52K +$52K +608 New
WIM
1413
Westside Investment Management
California
$51.4K +$51.4K +1,093 New
EFSCE
1414
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$9.84K +115 +24%
PCIA
1415
Prime Capital Investment Advisors
Kansas
$50K +$2.56K +30 +5%
SC
1416
Solstein Capital
California
$48K – – –
TFO
1417
Tarbox Family Office
California
$46K -$4.06K -47 -8%
AA
1418
AlphaMark Advisors
Kentucky
$46K +$27.3K +318 +146%
FMII
1419
Farmers & Merchants Investments Inc
Nebraska
$45K – – –
LC
1420
Lindbrook Capital
California
$44K -$18.9K -219 -30%
WLPWM
1421
Walled Lake Planning & Wealth Management
Illinois
$44K +$86 +1 +0.2%
SMG
1422
Spectrum Management Group
Indiana
$43K -$56.9K -670 -57%
PAI
1423
Pittenger & Anderson Inc
Nebraska
$43K -$27.6K -321 -39%
PP
1424
PrairieView Partners
Minnesota
$43K +$43K +500 New
RDWM
1425
Red Door Wealth Management
Tennessee
$43K +$43K +505 New
55 56
57
58 59