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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 %
ETC
1526
Exchange Traded Concepts
Oklahoma
$2K +$2K +19 New
BEI
1527
Benjamin Edwards Inc
Missouri
$2K +$2K +23 New
RAM
1528
Riggs Asset Management
Pennsylvania
$2K +$2K +25 New
FA
1529
Forefront Analytics
Pennsylvania
$1.37K +$1.37K +16 New
LCM
1530
Laurion Capital Management
New York
$1K -$1.18M -20,083 -100%
CWA
1531
Core Wealth Advisors
Florida
$1K – – –
CFN
1532
Cordasco Financial Network
Florida
$1K +$1K +10 New
WA
1533
WBH Advisory
Maryland
$490 -$6 -68 -1%
TI
1534
tru Independence
Oregon
$33 – – –
FPP
1535
Findlay Park Partners
United Kingdom
– -$314M -2,525,737 Closed
TP
1536
Theleme Partners
United Kingdom
– -$146M -1,170,000 Closed
ASC
1537
Atalanta Sosnoff Capital
New York
– -$64.8M -520,225 Closed
ACL
1538
Azora Capital LP
Florida
– -$46.6M -374,133 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1539
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$45.4M -364,904 Closed
H
1540
Hexavest
Quebec, Canada
– -$42.8M -343,574 Closed
IP
1541
Interval Partners
New York
– -$38.4M -308,264 Closed
MSE
1542
MUFG Securities EMEA
United Kingdom
– -$37.3M -300,000 Closed
SC
1543
Samlyn Capital
New York
– -$34.6M -277,537 Closed
PCM
1544
Prana Capital Management
Connecticut
– -$33M -264,713 Closed
PC
1545
Packer & Co
Australia
– -$32.2M -258,290 Closed
Squarepoint
1546
Squarepoint
New York
– -$25.4M -203,875 Closed
NLGIA
1547
Nippon Life Global Investors Americas
New York
– -$23.6M -189,410 Closed
Holocene Advisors
1548
Holocene Advisors
New York
– -$20.7M -166,436 Closed
ADEF
1549
Adams Diversified Equity Fund
Maryland
– -$20.6M -165,800 Closed
SSA
1550
Schonfeld Strategic Advisors
New York
– -$18.2M -146,471 Closed
60 61
62
63 64