AXP icon

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 %
HF
1601
HRT Financial
New York
– -$1.18M -9,451 Closed
GCA
1602
Gideon Capital Advisors
New York
– -$1.15M -9,243 Closed
FIG
1603
FundX Investment Group
California
– -$1.12M -9,000 Closed
HI
1604
HBK Investments
Texas
– -$1.02M -8,153 Closed
SGA
1605
Strategic Global Advisors
California
– -$999K -8,021 Closed
HFS
1606
Haverford Financial Services
Pennsylvania
– -$813K -6,531 Closed
MWM
1607
MorganRosel Wealth Management
Colorado
– -$775K -6,225 Closed
SC
1608
Sepio Capital
Utah
– -$735K -5,903 Closed
CAM
1609
Cypress Asset Management
Texas
– -$731K -5,875 Closed
MSU
1610
Mizuho Securities USA
New York
– -$656K -5,270 Closed
JWCA
1611
J.W. Cole Advisors
Florida
– -$652K -5,235 Closed
CST
1612
Charles Schwab Trust
Nevada
– -$627K -5,040 Closed
SSWM
1613
Sheets Smith Wealth Management
North Carolina
– -$619K -4,974 Closed
PWS
1614
Paragon Wealth Strategies
Florida
– -$610K -4,903 Closed
WA
1615
Wheatland Advisors
Pennsylvania
– -$548K -4,400 Closed
PWP
1616
Principle Wealth Partners
Connecticut
– -$525K -4,219 Closed
MFG
1617
Menard Financial Group
Texas
– -$519K -4,165 Closed
JHP
1618
James Hambro & Partners
United Kingdom
– -$492K -3,950 Closed
MWP
1619
MYCIO Wealth Partners
Pennsylvania
– -$468K -3,757 Closed
CCA
1620
Catalyst Capital Advisors
New York
– -$461K -3,700 Closed
ESB
1621
Essex Savings Bank
Connecticut
– -$447K -3,587 Closed
TSS
1622
Two Sigma Securities
New York
– -$442K -3,549 Closed
OL
1623
Optas LLC
Texas
– -$427K -3,439 Closed
ACA
1624
Affinity Capital Advisors
California
– -$425K -3,416 Closed
9WM
1625
9258 Wealth Management
Ohio
– -$416K -3,340 Closed
63 64
65
66 67