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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 %
QSS
1576
Quantitative Systematic Strategies
Florida
– -$4.23M -33,938 Closed
JIM
1577
Jupiter Investment Management
United Kingdom
– -$3.87M -31,053 Closed
SIM
1578
Spark Investment Management
New York
– -$3.66M -29,400 Closed
MUAMU
1579
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$3.61M -29,000 Closed
SMH
1580
Sanders Morris Harris
Texas
– -$3.51M -28,270 Closed
RWM
1581
Rench Wealth Management
Texas
– -$3.52M -28,252 Closed
SM
1582
Sciencast Management
New Jersey
– -$2.96M -23,417 Closed
AP
1583
Adero Partners
California
– -$2.88M -23,148 Closed
Renaissance Technologies
1584
Renaissance Technologies
New York
– -$2.7M -21,700 Closed
ACA
1585
Aptus Capital Advisors
Alabama
– -$2.56M -20,630 Closed
MCP
1586
Martin Capital Partners
Oregon
– -$2.46M -19,771 Closed
BCM
1587
Bluefin Capital Management
New York
– -$2.21M -17,776 Closed
LWS
1588
Lucia Wealth Services
California
– -$2.21M -17,715 Closed
UA
1589
Unison Advisors
District of Columbia
– -$1.98M -15,939 Closed
GTCM
1590
Gyon Technologies Capital Management
New Jersey
– -$1.79M -14,365 Closed
WKWM
1591
Walter & Keenan Wealth Management
Indiana
– -$1.77M -14,200 Closed
MFAM
1592
Motley Fool Asset Management
Virginia
– -$1.76M -14,115 Closed
SS
1593
Sunbelt Securities
Texas
– -$1.71M -13,724 Closed
DRS
1594
Deane Retirement Strategies
Louisiana
– -$1.62M -13,005 Closed
LAM
1595
L2 Asset Management
Massachusetts
– -$1.46M -11,702 Closed
IC
1596
Inscription Capital
Texas
– -$1.45M -11,681 Closed
FI
1597
Fosun International
China
– -$1.3M -10,355 Closed
TCM
1598
Tuttle Capital Management
Connecticut
– -$1.27M -10,188 Closed
SSG
1599
Summit Securities Group
New York
– -$1.25M -10,000 Closed
Walleye Capital
1600
Walleye Capital
New York
– -$1.24M -9,988 Closed
62 63
64
65 66