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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 %
FWM
1651
Fairhaven Wealth Management
Illinois
– -$285K -2,289 Closed
CL
1652
CPWM LLC
Washington
– -$283K -2,275 Closed
NCM
1653
Nelson Capital Management
California
– -$281K -2,260 Closed
BHIA
1654
Birch Hill Investment Advisors
Massachusetts
– -$280K -2,250 Closed
PCMC
1655
Private Capital Management (Colorado)
Colorado
– -$266K -2,245 Closed
MFG
1656
MidWestOne Financial Group
Iowa
– -$277K -2,231 Closed
PV
1657
Private Vista
Illinois
– -$278K -2,229 Closed
VST
1658
Van Strum & Towne
California
– -$277K -2,224 Closed
GLLW
1659
Graves Light Lenhart Wealth
Virginia
– -$276K -2,219 Closed
22CM
1660
20/20 Capital Management
California
– -$289K -2,170 Closed
PWW
1661
Pettyjohn Wood & White
Virginia
– -$270K -2,169 Closed
NBG
1662
Nancy B. Gardiner
– -$270K -2,168 Closed
CBN
1663
Cadence Bank NA
Texas
– -$270K -2,166 Closed
DTC
1664
Davidson Trust Company
Washington
– -$268K -2,163 Closed
CPSAC
1665
Chas P. Smith & Associates (CPS)
Florida
– -$269K -2,158 Closed
WCM
1666
Whitener Capital Management
North Carolina
– -$267K -2,150 Closed
OLA
1667
Oliver Luxxe Assets
New Jersey
– -$267K -2,141 Closed
KIC
1668
Keating Investment Counselors
Florida
– -$267K -2,141 Closed
CL
1669
Choreo LLC
Illinois
– -$266K -2,139 Closed
NWP
1670
Northstar Wealth Partners
Connecticut
– -$265K -2,130 Closed
NL
1671
NWAM LLC
Washington
– -$264K -2,120 Closed
AAIM
1672
Asset Advisors Investment Management
Georgia
– -$270K -2,100 Closed
KM
1673
Kalos Management
Georgia
– -$260K -2,095 Closed
CA
1674
Calton & Associates
Florida
– -$259K -2,079 Closed
BC
1675
Burney Company
Virginia
– -$257K -2,064 Closed
65 66
67
68 69