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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 %
ZIG
1551
Zurich Insurance Group
Switzerland
– -$15.1M -120,992 Closed
QIM
1552
Quantitative Investment Management
Virginia
– -$14.3M -114,853 Closed
MAM
1553
Madison Asset Management
Wisconsin
– -$13.7M -110,405 Closed
AIM
1554
Achmea Investment Management
Netherlands
– -$11.9M -95,471 Closed
PP
1555
Paloma Partners
Connecticut
– -$10M -80,346 Closed
JMFC
1556
J.M. Forbes & Co
Massachusetts
– -$9.87M -79,297 Closed
IG
1557
ING Group
Netherlands
– -$9.84M -79,004 Closed
BHTS
1558
Bar Harbor Trust Services
Maine
– -$9.67M -77,645 Closed
Pacer Advisors
1559
Pacer Advisors
Pennsylvania
– -$9.56M -76,777 Closed
VWM
1560
Venturi Wealth Management
Texas
– -$8.86M -71,178 Closed
BFO
1561
Biltmore Family Office
North Carolina
– -$8.22M -66,000 Closed
GCGDR
1562
Geo Capital Gestora de Recursos
Brazil
– -$8.05M -64,621 Closed
BCM
1563
BlueMar Capital Management
Florida
– -$7.69M -61,753 Closed
PVH
1564
Psagot Value Holdings
Israel
– -$7.38M -59,266 Closed
SFM
1565
Soros Fund Management
New York
– -$6.98M -56,077 Closed
6M
1566
6 Meridian
Kansas
– -$6.85M -55,056 Closed
FG
1567
FSI Group
Ohio
– -$6.72M -53,960 Closed
JFA
1568
Johanson Financial Advisors
California
– -$419K -52,121 Closed
IMC Chicago
1569
IMC Chicago
Illinois
– -$5.87M -47,167 Closed
MPA
1570
Marvin & Palmer Associates
Delaware
– -$5.66M -45,476 Closed
KWILP
1571
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$5.44M -43,691 Closed
MMA
1572
Miracle Mile Advisors
California
– -$4.83M -38,785 Closed
JAM
1573
Jupiter Asset Management
United Kingdom
– -$4.7M -37,764 Closed
SAM
1574
Stansberry Asset Management
Texas
– -$4.54M -36,441 Closed
YCMGA
1575
York Capital Management Global Advisors
New York
– -$4.24M -34,079 Closed
61 62
63
64 65