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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 %
SA
1476
SRH Advisors
Kansas
$17K – – –
LGWM
1477
Litman Gregory Wealth Management
California
$17K – – –
TC
1478
Trust Company
Kansas
$17K – – –
ICOM
1479
Investment Counselors of Maryland
Maryland
$17K – – –
YAL
1480
Your Advocates Ltd
Texas
$17K +$17K +200 New
RWG
1481
Regal Wealth Group
California
$16K – – –
LFG
1482
Larson Financial Group
Missouri
$16K +$4.11K +48 +35%
FHA
1483
First Horizon Advisors
Tennessee
$14K -$3.52K -43 -20%
BG
1484
Bollard Group
Massachusetts
$14K – – –
RTC
1485
Riverview Trust Company
Washington
$14K – – –
GC
1486
Grace Capital
Massachusetts
$13K +$13K +150 New
CQS
1487
Credential Qtrade Securities
$12.2K -$31K -362 -72%
HB
1488
Horizon Bancorp
Indiana
$12K -$177K -2,138 -94%
VEA
1489
Virtus ETF Advisers
New York
$12K -$263 -3 -2%
BWL
1490
Bogart Wealth LLC
Virginia
$12K +$761 +9 +7%
SC
1491
Steph & Co
Wisconsin
$11K – – –
PCA
1492
Providence Capital Advisors
North Carolina
$11K +$5.54K +63 +102%
BII
1493
Bainco International Investors
Massachusetts
$11K +$11K +124 New
LSA
1494
Lion Street Advisors
Texas
$11K +$11K +133 New
AFIA
1495
America First Investment Advisors
Nebraska
$10K – – –
TJHA
1496
Thomas J. Herzfeld Advisors
Florida
$10K – – –
RFM
1497
Royal Fund Management
Florida
$10K – – –
SSWG
1498
Seven Springs Wealth Group
Tennessee
$9K – – –
SCA
1499
Stuart Chaussee & Associates
California
$9K – – –
JPLA
1500
Joseph P. Lucia & Associates
New York
$9K – – –
58 59
60
61 62