American Express
AXP
1,542 hedge funds and large institutions have $59.2B invested in American Express in 2020 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 550 increasing their positions, 634 reducing their positions, and 245 closing their positions.
1.69% more ownership
Funds ownership: 84.14% → 85.82% (+1.7%)
8% less funds holding
Funds holding: 1,677 → 1,542 (-135)
13% less repeat investments, than reductions
Existing positions increased: 550 | Existing positions reduced: 634
26% less call options, than puts
Call options by funds: $461M | Put options by funds: $621M
31% less capital invested
Capital invested by funds: $85.7B → $59.2B (-$26.5B)
40% less funds holding in top 10
Funds holding in top 10: 53 → 32 (-21)
45% less first-time investments, than exits
New positions opened: 134 | Existing positions closed: 245
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$1.01B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$942M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$451M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$239M |
| 5 |
Morgan Stanley
New York
|
+$181M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.05B |
| 2 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$314M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$276M |
| 4 |
Parnassus Investments
San Francisco,
California
|
-$197M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$150M |
AXP Hedge Fund Activity: Q1 2020 in Review
1,542 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2020, worth a combined $59.2B — down 31% from $85.7B a quarter earlier.
Sellers outnumbered buyers: 245 funds closed out of AXP and 134 opened new positions — a net loss of 111 holders — while 634 trimmed existing stakes and 550 added.
The largest buyer was Longview Partners, adding an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $1.05B.
- 1,542 institutional investors held American Express (AXP) as of Q1 2020, down from 1,677 in Q4 2019.
- Funds reported $59.2B of American Express stock for Q1 2020, down 31% quarter-over-quarter.
- 134 funds opened new American Express positions in Q1 2020 and 245 closed out, a net change of -111 holders.
- The largest American Express buyer in Q1 2020 was Longview Partners, an estimated $1.01B added.
- The largest American Express seller in Q1 2020 was Fidelity Investments, an estimated $1.05B sold.
Based on aggregated 13F filings for Q1 2020.