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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 %
GIM
1676
Greylin Investment Management
Virginia
– -$255K -2,050 Closed
VCAM
1677
Van Cleef Asset Management
Ohio
– -$255K -2,050 Closed
Wealth Enhancement Advisory Services
1678
Wealth Enhancement Advisory Services
Minnesota
– -$253K -2,042 Closed
HPWM
1679
Highland Private Wealth Management
Washington
– -$254K -2,040 Closed
LPT
1680
Legacy Private Trust
Wisconsin
– -$254K -2,036 Closed
KFGK
1681
Keystone Financial Group (Kentucky)
Kentucky
– -$253K -2,031 Closed
PPW
1682
Pasadena Private Wealth
California
– -$251K -2,018 Closed
BCM
1683
BlueCrest Capital Management
Jersey
– -$250K -2,008 Closed
MJP
1684
Michael J. Puzo
– -$249K -2,000 Closed
PFS
1685
Physicians Financial Services
North Carolina
– -$249K -2,000 Closed
HA
1686
Harbor Advisors
Florida
– -$249K -2,000 Closed
LI
1687
Lafayette Investments
Maryland
– -$249K -2,000 Closed
CCG
1688
Cypress Capital Group
Florida
– -$249K -2,000 Closed
CCM
1689
Compass Capital Management
Minnesota
– -$247K -1,985 Closed
LWM
1690
Laidlaw Wealth Management
New York
– -$247K -1,985 Closed
AAM
1691
American Asset Management
Florida
– -$247K -1,982 Closed
FFN
1692
Focus Financial Network
Minnesota
– -$246K -1,978 Closed
GLI
1693
Guardian Life Insurance
New York
– -$246K -1,977 Closed
CPA
1694
Clear Perspective Advisors
Illinois
– -$246K -1,974 Closed
Cetera Investment Advisers
1695
Cetera Investment Advisers
Illinois
– -$242K -1,970 Closed
GA
1696
Geller Advisors
New York
– -$244K -1,956 Closed
IFO
1697
Independent Family Office
New York
– -$241K -1,932 Closed
EGM
1698
Engineers Gate Manager
New York
– -$239K -1,920 Closed
WCM
1699
Windsor Capital Management
Arizona
– -$237K -1,906 Closed
VAG
1700
VisionPoint Advisory Group
Texas
– -$236K -1,898 Closed
66 67
68
69 70