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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 %
GDP
1751
Great Diamond Partners
Maine
– -$136K -1,093 Closed
THWM
1752
Taylor Hoffman Wealth Management
Virginia
– -$113K -910 Closed
GEA
1753
Glen Eagle Advisors
New Jersey
– -$106K -855 Closed
KWM
1754
Keebeck Wealth Management
Illinois
– -$85K -689 Closed
CMO
1755
Covenant Multifamily Offices
Texas
– -$84K -674 Closed
HCA
1756
Horan Capital Advisors
Ohio
– -$76K -610 Closed
NIM
1757
NuWave Investment Management
New Jersey
– -$73K -588 Closed
TCWM
1758
Total Clarity Wealth Management
Illinois
– -$42K -340 Closed
RA
1759
Rational Advisors
New York
– -$41K -330 Closed
JSC
1760
Jackson Square Capital
California
– -$38K -306 Closed
CP
1761
Corbenic Partners
Pennsylvania
– -$34K -274 Closed
AP
1762
Americana Partners
Texas
– -$30K -241 Closed
IA
1763
IndexIQ Advisors
New York
– -$27K -217 Closed
TFGT
1764
TS Financial Group (TSFG)
Illinois
– -$26K -210 Closed
MWP
1765
Meridian Wealth Partners
Pennsylvania
– -$26K -206 Closed
TA
1766
TFG Advisers
Michigan
– -$23K -188 Closed
Credit Agricole
1767
Credit Agricole
France
– -$22K -180 Closed
WHG
1768
Westwood Holdings Group
Texas
– -$21K -166 Closed
EWA
1769
Evolution Wealth Advisors
Florida
– -$12K -95 Closed
HR
1770
Howe & Rusling
New York
– -$12K -95 Closed
CI
1771
Cordant Inc
Oregon
– -$7K -58 Closed
HWM
1772
Howard Wealth Management
Connecticut
– -$7K -57 Closed
WCM
1773
Wealthcare Capital Management
Virginia
– -$7K -55 Closed
PP
1774
Pacifica Partners
Canada
– -$7K -55 Closed
BAMG
1775
Brand Asset Management Group
Missouri
– -$5K -43 Closed
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