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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 %
WA
1701
Wealth Architects
California
– -$235K -1,885 Closed
AAM
1702
Aureus Asset Management
Massachusetts
– -$233K -1,870 Closed
WCM
1703
Washington Capital Management
Washington
– -$232K -1,862 Closed
PPCM
1704
Pillar Pacific Capital Management
California
– -$232K -1,862 Closed
SWA
1705
Stratos Wealth Advisors
Ohio
– -$230K -1,850 Closed
BCM
1706
Brookstone Capital Management
Illinois
– -$225K -1,804 Closed
FA
1707
Financial Advisors
Massachusetts
– -$225K -1,804 Closed
PAS
1708
Partnervest Advisory Services
California
– -$224K -1,802 Closed
DWM
1709
Destination Wealth Management
California
– -$224K -1,798 Closed
OCM
1710
Osterweis Capital Management
California
– -$223K -1,792 Closed
MCM
1711
Mengis Capital Management
Oregon
– -$222K -1,789 Closed
LC
1712
Lavaca Capital
Texas
– -$223K -1,788 Closed
MSR
1713
Main Street Research
Connecticut
– -$222K -1,787 Closed
CTA
1714
Colonial Trust Advisors
South Carolina
– -$222K -1,785 Closed
AIA
1715
Angeles Investment Advisors
California
– -$222K -1,782 Closed
CFW
1716
CA Family Wealth
California
– -$221K -1,775 Closed
BOM
1717
Bank of Marin
California
– -$219K -1,765 Closed
FMW
1718
Farr Miller & Washington
District of Columbia
– -$220K -1,765 Closed
ACA
1719
Anchor Capital Advisors
Massachusetts
– -$219K -1,762 Closed
DBIA
1720
Dumont & Blake Investment Advisors
New Jersey
– -$219K -1,760 Closed
MFW
1721
Mosaic Family Wealth
Missouri
– -$219K -1,760 Closed
BIM
1722
Baldwin Investment Management
Pennsylvania
– -$219K -1,760 Closed
RP
1723
Riverbridge Partners
Minnesota
– -$218K -1,750 Closed
APP
1724
Avantax Planning Partners
Iowa
– -$216K -1,733 Closed
HZ
1725
Hixon Zuercher
Ohio
– -$215K -1,726 Closed
67 68
69
70 71