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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
$810M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.1B
3
Viking Global Investors
Viking Global Investors
Connecticut
$332M
4
Harris Associates
Harris Associates
Illinois
$176M
5
Morgan Stanley
Morgan Stanley
New York
$661M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.64B
2
FPP
Findlay Park Partners
United Kingdom
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$172M
4
TP
Theleme Partners
United Kingdom
$0
5
Parnassus Investments
Parnassus Investments
California
$400M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLA
126
Douglas Lane & Associates
New York
$47.6M -$839K -9,799 -2%
AG
127
Aperio Group
California
$47.4M -$1.9M -22,213 -4%
William Blair & Company
128
William Blair & Company
Illinois
$47.3M +$1.48M +17,237 +3%
JIC
129
Johnson Investment Counsel
Ohio
$46.6M +$1.58M +18,441 +4%
GT
130
Glenmede Trust
Pennsylvania
$46.3M – – –
TPI
131
Tesco Pension Investment
United Kingdom
$44.9M -$63.6M -742,333 -59%
Truist Financial
132
Truist Financial
North Carolina
$44.7M -$2.44M -28,477 -5%
State of New Jersey Common Pension Fund D
133
State of New Jersey Common Pension Fund D
New Jersey
$44M – – –
WIM
134
Waverton Investment Management
United Kingdom
$43.5M -$11.8M -137,469 -21%
BTW
135
Boston Trust Walden
Massachusetts
$43.4M -$3.8M -44,438 -8%
EC
136
Eminence Capital
New York
$43.1M +$43.1M +503,564 New
Stifel Financial
137
Stifel Financial
Missouri
$42.8M -$22.1M -257,654 -34%
MG
138
Markel Group
Virginia
$41.4M +$231K +2,700 +0.6%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$40.6M +$15.5M +181,269 +62%
AQR Capital Management
140
AQR Capital Management
Connecticut
$39.9M -$6.28M -73,360 -14%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$39.7M +$35.1M +409,872 +763%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$39.6M +$585K +6,486 +1%
ZCM
143
Ziegler Capital Management
Illinois
$38.7M +$38.7M +420,627 New
BNP Paribas Asset Management
144
BNP Paribas Asset Management
France
$38.5M -$10.1M -117,986 -21%
BHC
145
Bowen Hanes & Co
Florida
$38.1M +$3.82M +44,590 +11%
Asset Management One
146
Asset Management One
Japan
$37.9M +$332K +3,883 +0.9%
US Bancorp
147
US Bancorp
Minnesota
$37.7M -$688K -8,036 -2%
SBCM
148
Schwerin Boyle Capital Management
Massachusetts
$37.6M -$389K -4,540 -1%
HighTower Advisors
149
HighTower Advisors
Illinois
$36.6M +$36.6M +427,060 New
VanEck Associates
150
VanEck Associates
New York
$36.2M +$31.9M +373,062 +741%
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6
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