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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 %
GSBTD
1726
Glenview State Bank Trust Department
Illinois
– -$213K -1,710 Closed
KCM
1727
Kornitzer Capital Management
Kansas
– -$211K -1,697 Closed
GIA
1728
Gladstone Institutional Advisory
Florida
– -$211K -1,694 Closed
CRCM
1729
Corbett Road Capital Management
Virginia
– -$210K -1,690 Closed
NFG
1730
Nadler Financial Group
Illinois
– -$210K -1,689 Closed
DA
1731
Duality Advisers
Florida
– -$210K -1,688 Closed
MIM
1732
Montgomery Investment Management
Maryland
– -$210K -1,686 Closed
RZH
1733
Relyea Zuckerberg Hanson
Connecticut
– -$210K -1,683 Closed
VC
1734
Vicus Capital
Pennsylvania
– -$209K -1,678 Closed
FI
1735
FormulaFolio Investments
Michigan
– -$208K -1,673 Closed
GVAG
1736
Great Valley Advisor Group
Delaware
– -$208K -1,671 Closed
EA
1737
Emerald Advisors
Washington
– -$218K -1,669 Closed
ICP
1738
Ironvine Capital Partners
Nebraska
– -$207K -1,664 Closed
TIA
1739
Traphagen Investment Advisors
New Jersey
– -$207K -1,662 Closed
FA
1740
Fagan Associates
New York
– -$207K -1,660 Closed
ISWM
1741
Independent Solutions Wealth Management
New York
– -$206K -1,655 Closed
AWM
1742
Aevitas Wealth Management
Massachusetts
– -$205K -1,645 Closed
MBTD
1743
Mechanics Bank - Trust Department
California
– -$204K -1,641 Closed
SLT
1744
St Louis Trust
Missouri
– -$204K -1,640 Closed
CA
1745
Capital Advantage
California
– -$220K -1,630 Closed
BSPF
1746
British Steel Pension Fund
United Kingdom
– -$203K -1,628 Closed
VIM
1747
Vista Investment Management
Pennsylvania
– -$202K -1,625 Closed
BA
1748
Ballast Advisors
Minnesota
– -$201K -1,612 Closed
BCI
1749
Brinker Capital Investments
Pennsylvania
– -$191K -1,533 Closed
PC
1750
Permit Capital
Pennsylvania
– -$137K -1,100 Closed
68 69
70
71 72