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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 %
MWM
1626
Meridian Wealth Management
Kentucky
– -$388K -3,123 Closed
ACA
1627
Ackerman Capital Advisors
Texas
– -$373K -3,000 Closed
FFA
1628
First Foundation Advisors
California
– -$353K -2,832 Closed
PA
1629
PSI Advisors
Florida
– -$348K -2,800 Closed
PCMC
1630
Paragon Capital Management (Colorado)
Colorado
– -$339K -2,726 Closed
TYCC
1631
Texas Yale Capital Corp
Florida
– -$337K -2,704 Closed
BG
1632
Bahl & Gaynor
Ohio
– -$336K -2,701 Closed
BOPW
1633
Brandywine Oak Private Wealth
Pennsylvania
– -$332K -2,674 Closed
IAN
1634
Integrated Advisors Network
Texas
– -$329K -2,639 Closed
AA
1635
Advisory Alpha
Michigan
– -$325K -2,530 Closed
AWM
1636
Argent Wealth Management
Massachusetts
– -$307K -2,462 Closed
RCM
1637
RB Capital Management
Nevada
– -$306K -2,459 Closed
JA
1638
JOYN Advisors
Georgia
– -$305K -2,453 Closed
VWM
1639
Valley Wealth Managers
New Jersey
– -$303K -2,439 Closed
PA
1640
Probity Advisors
Texas
– -$303K -2,432 Closed
MC
1641
Montag & Caldwell
Georgia
– -$299K -2,400 Closed
CIP
1642
Convergence Investment Partners
Florida
– -$296K -2,379 Closed
KLI
1643
Kelman-Lazarov Inc
Tennessee
– -$296K -2,375 Closed
IWP
1644
Icon Wealth Partners
Texas
– -$295K -2,372 Closed
DIM
1645
Delta Investment Management
California
– -$289K -2,326 Closed
DP
1646
Dearborn Partners
Illinois
– -$289K -2,321 Closed
CFA
1647
Cahill Financial Advisors
Minnesota
– -$289K -2,320 Closed
FBB
1648
Fulton Breakefield Broenniman
Maryland
– -$289K -2,318 Closed
BA
1649
Bristlecone Advisors
Washington
– -$289K -2,318 Closed
PL
1650
Plancorp LLC
Missouri
– -$287K -2,307 Closed
64 65
66
67 68