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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 %
PCFFS
1426
Pacific Center for Financial Services
California
$41K – – –
TF
1427
TimeScale Financial
Massachusetts
$41K – – –
FGAM
1428
Financial Gravity Asset Management
Texas
$40.5K -$23.1K -270 -36%
CHA
1429
Carmichael Hill & Associates
Maryland
$40K – – –
JAM
1430
JCIC Asset Management
Ontario, Canada
$40K +$11.1K +130 +38%
ACA
1431
Atlas Capital Advisors
Wyoming
$39.9K -$19.6K -229 -33%
1832 Asset Management
1432
1832 Asset Management
Ontario, Canada
$39K -$4.65K -54 -11%
MF
1433
Manchester Financial
California
$39K -$1.8K -21 -4%
MAM
1434
Magellan Asset Management
Australia
$38K -$32.1M -370,846 -100%
PCTC
1435
Perkins Coie Trust Company
Washington
$38K +$1.02K +12 +3%
TAIM
1436
TD Ameritrade Investment Management
Nebraska
$38K +$6.65K +77 +21%
DWM
1437
Darwin Wealth Management
Florida
$36K -$1.98M -23,899 -98%
AP
1438
Atwood & Palmer
Missouri
$34K – – –
CPA
1439
Cowen Prime Advisors
New York
$34K +$34K +400 New
GG
1440
Gleason Group
Kentucky
$33K +$86 +1 +0.3%
BHWM
1441
Bay Harbor Wealth Management
Maryland
$32K +$2.91K +34 +10%
AP
1442
Arlington Partners
Alabama
$32K +$6.25K +74 +24%
CAN
1443
Claraphi Advisory Network
United States
$32K +$32K +370 New
CFD
1444
Creative Financial Designs
Indiana
$31K +$8.66K +100 +39%
EARNEST Partners
1445
EARNEST Partners
Georgia
$30K – – –
OSAM
1446
O'Shaughnessy Asset Management
Connecticut
$29K -$170K -2,005 -85%
O
1447
Ossiam
France
$29K -$160K -1,884 -85%
IF
1448
Ironwood Financial
Arizona
$29K -$32.8K -388 -53%
SGAM
1449
Smith Group Asset Management
Texas
$29K +$18.3K +214 +171%
AWM
1450
AllSquare Wealth Management
New York
$28K – – –
56 57
58
59 60